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TAP 1.16 Release Notes

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New Features

Introducing New Field Types for Pre-populating from Workflow Records:

 We have enabled two additional field types, the Radio button and the Boolean checkbox, which can now be utilized for Workflow Records pre-population. 

Impacted Areas: In the designer configuration, these fields should appear for the Workflow record Prepop “Add Rules” section.

Tested Areas: 

  1. Newly added Workflow record Prepopulation with the following fields
  2. Radio button
  3. Boolean checkbox
  4. In the designer configuration, tested the above-mentioned fields to appear for the Workflow record Prepop Add Rules section
  5. Both like fields and unlike fields
  6. Multiple fields combinations
  7. Verified by giving empty value fields with editable and read-only 

For more information on Form Prepopulation, refer to the Client Success Center.

File Name and Extension Parsing

An option to allow users to seamlessly parse file names and extensions from a file upload field, mapping them into distinct text fields is introduced. By incorporating form mapping rules, users can effortlessly configure this functionality. When a file upload or multi-upload field is chosen as the parent value in form mapping, users can opt for the 'is filled' option and specify whether to map the file name, file extension, or both. For multi-upload fields with multiple files, the values are intelligently mapped as a comma-separated list, providing enhanced organization. Additionally, users can trigger these mapping rules in real time by selecting the 'on change' value as the form map trigger, ensuring dynamic responsiveness every time a user uploads a file to the designated field. 

Impacted Areas:  Form Mapping Setting Page. 

Tested Areas: 

  1. When selecting file upload in the Parent List, the Child List populated only text and text-area elements.
  2. The operator is set to 'is filled' for this mapping.
  3. The option to map a field without a parent value is enabled, even for File Upload/Multi-Upload.
  4. Options like the Same value as Parent, Use Workflow Mail ID, Use Workflow Name, and Child Form value are not visible on the UI when File Upload/Multi-Upload is selected as the Parent Item.
  5. Instead of a textbox, a dropdown is displayed for the child value in the mapping when File Upload/Multi-Upload is selected.
  6. The existing functionality for obtaining child form items is updated.
  7. On Workflow, the child field displays the file name, file extension, or both based on the form mapping setting.
  8. When dealing with multiple files from a multi-file upload, they appear as comma-separated values.

For more information on File Upload and Multi-Upload, refer to the Client Success Center.

Bug Fix(es)

Issue: Radio button merging as 'X-option value' to Word file.

Tracking Code: TAPSUP-8028

Case Number: 2023-1214-8084657

Reported Version: 1.15.13

Workaround

None

Pre-Requisites

Access to TAP environment. 

Steps to Reproduce

  1. Import the workflow attached.
  2. Take note that the document attached under attachments in stage 1 is utilizing document tagging.
  3. Submit the workflow.
  4. In the Audit Trail, click on "Download Merged Doc" under the Documents section.

Expected Results of Steps

All values should accurately appear as filled in by the user in the downloaded document.

Actual Results of Steps

The radio button displays the filled-in value as "X-option value" instead of the value entered.

Root Cause Analysis

The merged docx does not support the radio button option, leading to complications. The existing implementation is appropriate for PDFs with acro fields.

Impacted Areas

Docs and PDFs with Radio buttons.

Tested Areas

  1. Radio button pre merge scenarios for doc, docx, pdf files.
  2. Download, Download Merged, View Merged, show preview for all file types with radio button.
  3. Adobe and Docusign.
  4. PDF with radio buttons.
  5. Signature tags in Doc and Docx.