User DocsAPI Docsatfinity.swiss

Version 10.x

Version 10.3.3

  • Added a description to the login page to avoid being marked as a phishing website

Version 10.3.2

  • Fixed a bug that prevented the field "Can be editable" for document boxes to be not exported or imported

Version 10.3.1

  • Also ask questions for fields in sections that evaluate to UNKNOWN when creating an editable booklet

  • Fixed a bug that prevented APIs from retrieving booklets

Version 10.3

  • Added the User Access Log where admins can view security relevant actions of users (e.g. login, change of password, downloading booklets, ...)

  • Calculated boxes are also turned into editable fields when downloading a booklet as editable

  • Single documents can also be downloaded as editable

  • Configuration errors are now also displayed in the overviews and on the item that caused the error

  • The configuration search now has an option to search for the full word only

  • Actions that take long on the login screen will now display a progress indicator

  • The dashboard greeting is now a standard translatable field like e.g. display name

  • Fields with translations now display an icon. Clicking that icon displays all the already provided translations.

  • New API endpoint (cases/{case_id}/booklet) for downloading any unsigned booklet by id

  • Bugfixes

    • Using f_ in the cases/ api endpoint is not working

    • The from: header for send emails is not correctly taken from the integration configuration

    • The order of documents in group documents is not always according to the defined document order

Version 10.2.1

  • Add management command to remove invalid translation foreign keys

  • Bugfix: Make sure every needed document is only returned once by database

  • Bugfix: When downloading unsigned booklet use default booklet of a process (if it exists)

Version 10.2

  • Two-Factor Authentication via SMS, Authy or Google Authenticator

  • Scheduled Rules: Specify when a rule should be executed, e.g. two days after a case had been created. This is very useful for reminders to internal and external stakeholders.

  • Page numbers within booklets: Both on smart and pdf documents, you can now configure if and where do print the page number of the documents page within the generated booklet.

  • Multiple booklets: You can now configure as many booklets as needed per process.

API endpoint cases/{case_id}/not_in_booklet has been removed, since all the booklets are now configured by users.

  • Generated PDFs with editable fields: If you still have fields to fill out in a PDF, these fields can now be editable fields clients can fill out with e.g. Acrobat Reader digitally.

  • Configurable case and instance overviews: Case and Instance overviews can now be fully configured. You can create multiple custom case or instance overviews and even nest them into subpages. The columns on the overviews are also fully configurable.

  • Overview filters: Many overviews in the case manager and the configuration have now inline filters. So you can, e.g. only display cases for a certain state or process or only see documents of type pdf.

  • Columns of List views can be configured: As different users have different requirements, what columns you see in the configuration overviews can now be configures. You can e.g. show the condition of documents or hide it.

  • CASE.last_transition returns the key (e.g. to_review) of the transition (if any) that made the case arrive in the current state (e.g. review). And CASE.last_transition_at returns when that transition happened.

  • Added the list access operator, to get a certain element of a list, e.g. contract.services[0].

  • The raw result of a worldcheck request can now be assigned to an information and further processed.

  • Proofs and Rules in the configuration show where they are referenced.

  • There is a new workflow permission "Upload Custom Proof".

  • Hyperarchive Exports can be started as a Rule Action.

  • Avaloq exports XMLs can now be validated against a custom .xsd or not validated at all.

  • Configuration objects like documents, proof or information can be exported to Excel.

  • Added the operator CUSTOM_MAX that returns the maximum of a list as described by a custom criteria.

  • Added the operator SET_DIFFERENCE that returns the difference between sets.

  • Added the operator INTERSECTION that returns the intersection between two sets.

  • Added the operator WEEKDAYS that works like the DAYS operator, but returns just he number of weekdays (excluding weekends) between two dates.

  • Configurators can now tests rules directly in the context of the case manager. This included the list of changes.

  • While putting live or reverting the favicon displays an orange dot, so users can work on other tabs and have an indication when their changes are live.

  • Notifications about the change of owner within a case can now be turned off if necessary.

  • Documents, Rules and Proofs now have a tab "used in" to quickly add them to a process.

  • Categories now show their key and id when hovering over them in the the case wizard.

  • Configuration Overviews now always show the given Display Name in the main language.

  • User actions are now clearer marked and logged with more details in the server logs.

Version 10.1.9

  • Fixed a bug that documents using is all loose their match to the booklet if the case is changed in any way

  • We changed the behaviour of calculated information: Even if the information would be provided by a user, the formula always recalculated the value. This is especially important if the value is provided by an API as otherwise the user interface usually anyway doesn't allow editing calculated values. This behaviour is closer to the expectation of the overwhelming majority customers.

Version 10.1.7

  • Fixed a bug that the calculation of CASE.missing_information and CASE.number_of_missing_information can be wrong in some cases

Version 10.1.4

  • Fixed a bug that prevented WorldCheck requests from being made if there is no min_strength provided

  • Fixed a bug that prevented displaying the case to users with read-only access right to the process

Version 10.1.3

  • Increased timeout for booklet uploads to 30 minutes

  • Fixed a bug that in rare cases prevented working with checkboxes

Version 10.1.2

  • Fixed a bug that prevented WorldCheck requests from being made if there is no min_strength provided

  • Fixed a bug that if a non-date information is references in a document box of type date the PDF rendering fails

  • Using export_id in an avaloq template now returns the ID not the user_readable_id of the export.

Version 10.1.1

  • Fixed a bug that prevented avaloq exports from being downloaded

Version 10.1.0

  • Cases now have an assignee. The assignee is a user that is responsible for working on the case in question and will also be notified when she or he is assigned.

  • Added integration with ComplyAdvantage

  • Information can now have a formula for is_optional: if this formula returns true, the information is optional, if not it is required.

  • The official Atfinity helm chart now allows you to use not the included, but an external database.

  • Cases now have a status color that can be configured using a color formula. For situations where you would like to tell process users that a case is in a red (bad) or green (all good) state, this gives a nice, visual way to do so

  • Date and time is now a new information type. When a more precise point in time is needed, this makes the data modelling cleaner.

  • When creating objects (e.g. Ontology or Information) the keys are suggested based on the name.

  • We worked on multiple performance improvements when calculating changes and configuration errors. Errors, warnings and the number of changes should now update much faster.

  • New management command remove_dangling_box_placements

  • Sorting any list view by a new field now also sorts by the previous field, providing a much smoother experience.

  • Added a "Copy"-button for Roles, Proofs and Taxonomies.

  • Added CASE.owner_roles and CASE.last_transition

  • Processes can now be created without a Workflow.

  • Users are asked to change their passwords after they have been reset by admins

  • Custom API requests are now UTF-8 encoded

  • Rule assignments are added to the full text search

  • Users can be configured to use only SSO login

  • Avaloq XML validation by XSD can be turned off per tenant

  • Email template list is now sortable

  • Explanation is provided in configuration export and import dialogs

  • Category key and ID are displayed on hover in case manager

  • Added a file overview to display and manage all files

  • Bugfixes:

    • Creation Dialogs (e.g. to create a process) don’t reset after cancelling, discarding or confirming their state.

    • Dates are sometimes printed without the day (e.g. June 2022 instead of 16. June 2022)

    • "Other (free text)" option is not translated on documents

    • "Other (free text)" values are not copied when case is approved

    • When downloading booklet as a .zip, documents don't have .pdf extension

    • Case Names disappear if left empty.

    • Can’t change Document Type from PDF to Smart Document.

    • Changing Document type to/from Group Document, changes active Tab.

    • Invalid URL doesn’t redirect to 404 page.

    • Very long words in the case or instance overview table break the layout.

    • Sometimes files are not accepted even though their type is allowed.

    • User Roles do not have a working link.

    • Copying a tenant does not work.

    • Can not see selected Process when creating a Test

    • Tests can sometimes not be created

    • HyperArchive configuration is not exported or imported

    • "Display title" field is not exported or imported

    • Resetting user password is not possible without opening the dialog twice.

    • Instance view crashes when instance has a case whose state was deleted.

    • User without permissions can log in

    • Document box can be set to be infinitely small

    • Subdomain for tenant is not unique

    • Cursor in a document box reference is not displayed at the correct spot

    • List of changes is not reloaded when import is done

    • New key and display name are ignored when document is copied

    • Value is assigned by a rule to information that is not needed

    • Tenant with changes can't be deleted

    • Sub-taxonomy options are not copied

    • Minimum value / length for information can be larger than maximum value / length

    • Uses without "Create Cases" permission can see the buttons to create cases

Version 10.0.12

  • Fixed a bug that prevented users to log in via LDAP in some rare cases

Version 10.0.11

  • Bugfixes:

    • Bubbles displaying number of states and transitions are not centered

    • Sorting of Comments is not working

    • Copying the same Ontology twice fails

    • Modal dialogs for testing integrations have wrong alignment

    • Searching for users gives an error

Version 10.0.9

  • The QR-Code processing has been improved to detect much smaller codes on scanned documents

  • Bugfixes:

    • Workflow state names and other fields are affected when changing color or key of a workflow

    • Changing Document Condition, removes text from newly created Text Box

    • "Quick PutLive" can be executed even though there are errors in the configuration

    • Using self.roles inside a where clause of an instances call does not work

    • The link from category -> information to the information is broken

    • Put Live dialog asks for confirmation before it is closed

    • Thousand separator is not printed for integer values

    • Information used in name formula of Ontology is not asked if it's not used elsewhere in a process

    • List of information is not displayed in detail view of a Role

    • Removing value for document type and booklet type crashes the page

    • Cursor in the search box in Safari is not centered

    • Modal dialog is pre-filled with old values after Process is created

    • Information condition is not editable after copying without reloading the page

    • Instances without the owner are not exported correctly

    • Copying Ontology is failing sometimes because one of the copied Taxonomy keys was not unique

Version 10.0.8

  • Added TRIM_LEFT as way to only trim the beginning of a string. In addition, if there is a second argument given to TRIM or TRIM_LEFT this will be the characters removed, so TRIM_LEFT('0041, '0') removes the zeros from the beginning.

  • Added permissions to use the instance import and to delete instances. Only users with the Instance Import permission will see the dialog and can only choose the option "delete instances" if they have in addition the Delete Instances permission.

  • Bugfixes:

    • Users cannot remove the bcc field after they set it up in Admin -> Integrations -> E-Mail

Version 10.0.7

  • This releases completes the switch to a cookie based authentication. This is a first step to provide many more login and security improvements.

  • Support for filter arrow function [1, 2, 3, 4, 5].filter(p => p > 3).

  • Print thousand separators for numbers on documents

  • Bugfixes:

    • After putting live, ontology navigation is not reloaded

    • Role and Ontology information can be used as checkboxes on documents

    • Sometimes a random table row is highlighted in some overview screens

    • Checkbox for free text option was not printed on a document

    • Sorting cases by name caused an error

    • In modal dialogs, selecting a boolean option activates another boolean option

    • A rule with CASE.documents or CASE.instances fails validation

    • Using e.g. person.first_name in an arrow function fails

    • Links in changes to transitions and states lead nowhere

    • Rules -> Rule Actions are not translated

    • Instances cannot be sorted

    • Create User modal dialog does not reset password

    • Page crashes when opening the info button for QR-code width

    • Users are not redirected to login if not authenticated

Version 10.0.6

  • Added support for both UNION function and infix operator |. So both UNION([1, 2], [2, 3]) and [1, 2] | [2, 3] are supported.

  • Added a way for users to download generated files when exporting to hyperarchive

  • Bugfixes:

    • The ontology overflow menu in the main navigation shows a second dropdown indicator

    • Only the first page of documents in a downloaded booklet had any content on them

    • Some german translations do not match the english translations

    • Sorting processes by key does not work

    • CASE.documents was not accepted in calculated information

    • Yes / No fields in State and Transition dialogs were affecting each others values when changed

    • Checkboxes moving when scrolling in the Document View.

    • Broken image is shown for a missing favicon in Tenants View.

Version 10.0.5

  • Added support for constants. This makes it easier to create layered configurations that can be adapted faster by just changing some basic constants. For example defining Constants.SUPPORTER := 'tijana' makes it possible to use that constant in rules and have it changed easily.

  • Added support for dictionaries. You can now define dictionaries and access their stores values with the []-operator.

  • Added support for arrow functions: Instead of saying map(people, current.first_name) you can write people.map(p => p.first_name).

  • Added the flatten operator to extract one or more properties into a list from a list of dictionaries, e.g. get all the first names from the list of all people in a case

  • Added support for sorting by a property when sorting a list of dictionaries, e.g. sorting all the people in a case by last name with sort(people, "last_name").

  • Bugfixes:

    • Copying a rule fails

    • Dialogs close without asking to discard changes when clicking outside of them.

    • The Color-Tag Dropdown gets triggered when clicking on other fields.

    • Dialogs close when using Enter key to select an option from a Dropdown list.

    • Re-assigning an uploaded proof files to the same proof, deletes the file.

Version 10.0.4

  • Added support for CASE.documents and CASE.proofs in RuLa. This means you can now create heavily customised table of contents if you wish so.

  • The placeholder CASE_TITLE is not available when sending emails. This includes, if the notifications settings allow, the title of the case in question.

  • We streamlined our app design slightly: You will notice less lines and an increased focus on the content you are working on

  • Bugfixes:

    • Changes made to the content of document boxes in boxes' table were not saved

    • Case name editor could not be closed

    • Transitioning a case using a transition key was not possible when there were more transitions with the same key

    • Decimal fields were not closed when clicking outside

    • Reference of the information used in a calculated box was not displayed

    • Files connected to Documents and Document Templates were deleted before putting live

    • Invalid transition rules were accepted

Version 10.0.3

  • Support for Single Sign-On via SAML and Azure Active Directory

  • We switched rows and columns in the of the access rights table in the modal dialog for workflow states to make it easier to work in environments with many roles

  • Markdown is now supported in calculated boxes

  • Removed unused field Show Process Tabs from Processes

  • Only key and name are required to create proofs

  • Bugfixes:

    • Worldcheck API requests were not always executed correctly again

    • The URL of the process detail view was not updated when the key is changed

    • Uniqueness of new keys was not checked when copying information, processes, ontologies, and documents

    • Proofs were sometimes shown as Documents in the changes view

    • Using the Enter key to execute the "Cancel" button on a deletion dialog still deleted the element

    • The cancel button on the workflow state modal dialog didn't reset changes correctly

    • The ontology copy dialog did not check if a valid key was provided

    • Assignment rules were not applied to existing fields in lifecycle processes

Version 10.0.2

  • Adapt official helm chart to new login screen

  • Make tab overview sortable by user-readable id, key, and ordering

  • Only display columns "Roles" in the instance case overview if any of the displayed instances have a role in the current view

  • Make it possible to filter all configuration overview pages by user-readable id (e.g. INF-908)

  • Add sorting by id and key to all configuration overview pages

  • Fixed a bug that prevented adding new lines when composing emails in the case manager

  • Fixed a bug that the information table of a role cannot be ordered by references

  • Fixed a bug that switching to a new tenant or logging out shows a 404 page very briefly

  • Fixed a bug that caused the workflow state popup to not reset its values if cancel is clicked

Version 10.0.1

  • We now offer the option to export group proofs as a single, merged pdf if all proofs in the group proof are pdfs.

  • Meta admins can now choose which tenant is the default tenant

  • The displayed outcome ontology of a role is not a link to the ontology (like in the process overview)

  • The rules overview is now sortable by user readable id and key

  • Fixed a bug that sending a booklet as email via api sometimes doesn't work

  • Fixed a bug that users were not prevented from making an ontology a super ontology of itself

  • Fixed a bug that crashed the application when using the enter button to confirm the explanation message when transitioning to a different state in the case manage

  • Fixed a bug that allowed user to remove the outcome ontology, process type and workflow in the Configuration > Process > Detail view. Removing these items is not possible anymore.

  • Fixed a bug that prevented clicking on the label of a boolean field (yes / no) from also saving the field in the configuration

  • Fixed a bug that the quick filter "Only Active" was not working in the process overview

  • Fixed a bug that the link to the outcome ontology on the process overview was broken)

  • Fixed a bug that the dialog to create a new workflow state still has the old values in it when it is opened the second time

  • Fixed a bug that initial transitions of a workflow had no button titles and where thus not fully editable

  • Fixed a bug that offered users to sort proofs by group sort, which is not possible

  • Removed many not used descriptions from the settings screen

  • Corrected links to documentation used in descriptions

  • Corrected descriptions of many fields in Configuration > Information > Detail View

Version 10.0.0

  • Support for external archiving solutions like Hyparchive

  • Import Instances from Excel files. You can now simply drop an excel file into Atfinity, define how we should interpret the data and then create, update or even delete instances like people, entities or portfolios present in Atfinity.

  • Case Activities can now be retrieved via API. We added the case_activity_log/ endpoint to retrieve all activities and case/ID/activity_log to get the logs of a single case. Both endpoints support filtering by the type of activity and the age of the entry

  • It is now possible to deactivate the linking instances feature. This is handy if you are solely relying on external data sources to load instances and never want users to link atfinity created instances

  • Fully processes avaloq response files are now deleted from the import folder. The content of the file and the error message however is preserved in the atfinity database for logging purposes.

  • Add option to not print title of smart document when generating corresponding pdf

  • Added quickfilter to only show documents used in the configuration

  • Empty translations are no longer shown as "to be translated"

  • Support for SVGs as tenant logos, favicons and profile pictures

  • Improved the shown error message when an invalid translation .zip is provided

  • Cases related to an instance are now displayed by age, showing the youngest cases first

  • We upgraded our frontend libraries to fix detected vulnerabilities

  • Resolved comments will no longer appear on the dashboard

  • Deprecation: The conf_version/ endpoint has been replaced with the version/ endpoint, providing information about both the software and the configuration version

  • Fixed a bug that if there is no logo configures sent emails will have a broken image included

  • Fixed a bug that sometimes custom proofs cannot be renamed

  • Fixed a bug making it impossible to use the "Cancel" button on inline fields in the configuration

  • Fixed a bug that caused two objects to be created if "Enter" is pressed instead of clicking "Confirm" in a creation dialog

  • Fixed a bug that if two instances have been created, no instance can be renamed or deleted

  • Fixed a bug that the duplication icon did not work always for ontologies

  • Fixed a bug that the number of references an information has always shown as empty in the Configuration > Ontology > Information tab

  • Fixed a bug that links to inaccessible models were still shown in the changes view

  • Fixed a bug that links to models in the translation view were all invalid

  • Fixed a bug that references to proofs had links leading to documents

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