New Features

New options in the rules section of Form pre-population: For any workflow record pre-population, three new options - Multi-select, Check box, and date fields are introduced. For more details, check the client success center here.

Bug Fixes

Issue: TAP filtering system error
Tracking Code: TAPSUP-6251
Salesforce Case Number: 2023-0103-7610022
Expected Result: The dynamic fields related to the workflow selected only will be populated.

Issue: The sign document is loading endlessly and not proceeding further.
Tracking Code: TAPSUP-6579
Salesforce Case Number: 2023-0320-7717851
Expected Result: The sign document will be submitted with the signature attached without any issue.

Issue: Users with the '{customer} Contact' role are unable to see the details of their own records in order to edit them.
Tracking Code: TAPSUP-6584
Salesforce Case Number: 2023-0323-7721701
Expected Result: When a user with any role edits the request, the record details are displayed.

Issue: API Error - Smart Sheet Integration
Tracking Code: TAPSUP-6643
Salesforce Case Number: 2023-0405-7736388
Expected Result: Once any request is submitted, form field details will be displayed on "Smartsheet".

Issue: e-Signature Process [Test 1]: Dashboard shows empty - Current assignee shows NA when the signature is resent to the next signer
Tracking Code: TAPSUP-6644
Salesforce Case Number: N/A
Expected Result: When the signature is re-sent, the first signer’s name will be shown in the next signer column and the current assignee in the view history displays the first signer’s name.

Issue: Remove the search box from the dashboard
Tracking Code: TAPSUP-6647
Salesforce Case Number: 2023-0412-7744574
Expected Result: No additional search box will be present on the dashboard.

Issue: Process Docs vs Signed
Tracking Code: TAPSUP-6649
Salesforce Case Number: 2023-0414-7747044
Expected Result: If the user has uploaded a document from the dashboard without signing, it is directed to the process document and not to the signed document.

Issue: Document merge Issue: Documents from the document field are not merged with documents from the document builder
Tracking Code: TAPSUP-5474
Salesforce Case Number: 2022-0812-970184
Expected Result: The document emailed to the user will contain all the pages from all the documents added in E-signature support.