Self-Managed Server 4.1

The 4.1 release series is based on the SaaS Build 2129 from November 2022. The latest stable branch of the Self-Managed Server is 4.2.

Download 4.1.5

Download previous releases: 4.1.0 4.1.3 4.1.4

Release notes

4.1.5 (Oct 10, 2023)

• AI-3800 FIXED: Validation rule formulas in subforms based on reference fields are invalid

4.1.4 (Sep 10, 2023)

• AI-3784 Lock user accounts after too many failed password authentication
  if Max Password Attempts configuration is set.

4.1.3 (Aug 21, 2023)

Fixes

• AI-3655 Fix failed password throttling in self-managed server
• AI-3652 Fully enforce Content-Security Policy (switch from Content-Security-Policy-Report-Only to Content-Security-Policy header)
• AI-3654 Limit the number of personal API tokens to 10 tokens per user

Additional configuration options

This release also includes additional, optional, security measures can be enabled through configuration:

• AI-3653 Enable Strict Transport Security through configuration (recommended)
• AI-3657 Allow disabling account disclosure through config.ini (not recommended)
• AI-3658 Enable X-XSS-Protection header when enabled in config.ini (not recommend)

Upgrade notes

If you are upgrading from an earlier version of the standalone server and using HTTPS Proxy Mode, ensure your proxy server is passing the X-Real-IP header to ensure that the server can properly throttle failed login attempts by IP address.

4.1.0 (Nov 6, 2022)

The following are the improvements in the Self-Managed Server version 4.1.2 compared to 4.0.15:

New features

• Translation of database and forms
• Reports can be added to databases
• Export notebooks to PDF
• Support for scanning QR codes on mobile
• Rule-based database locks
• Dashboard layout for reports
• XLSForm import
• Additional supported languages: Ukranian, Polish, Romanian, Hungarian, Bahasa

All changes

Improvements

• AI-2502 Provide feedback on save operations in progress
• AI-2734 Import XLSForms
• AI-2772 Export notebooks to PDF
• AI-2774 Select reference record using QR Code scanner
• AI-2782 Mobile date picker does not allow entering date directly
• AI-2788 Show all field targets in column selection in importer, even those with zero matches
• AI-2830 Maintain order of form fields in query result
• AI-2831 Capture signatures drawn by interviewees as attachments
• AI-2833 Importer should exclude duplicates from import
• AI-2845 Jump directly to a field in mobile version to edit
• AI-2851 The import job should provide API callers with feedback on format problems
• AI-2852 Save reports as database resources
• AI-2857 Translate database structure
• AI-2867 Reduce confusion when completing subrecords of unsaved parents
• AI-2873 Allow authorized users to delete records from the mobile interface
• AI-2874 Provide context clue when closing a card in Form Designer or other component
• AI-2876 Allow using formulas for setting locks
• AI-2880 Add Ukranian language support
• AI-2885 Add support for week and fortnight fields in mobile app
• AI-2886 Improve GPS capture interface
• AI-2889 Allow key fields to be optional
• AI-2891 Provide better error messages for invalid role parameters submitted through the API
• AI-2898 Add VALUE() function
• AI-2901 Include Parent ID in default query for Power BI
• AI-2902 Allow users to export pending records and clear their offline storage
• AI-2905 Allow tablet users to switch to mobile interface
• AI-2910 Allow CONCAT() function to accept numbers and dates as well as strings
• AI-2911 API for moving forms to different databases
• AI-2916 API Endpoint for GeoJSON
• AI-2918 Allow users on tablets and laptops to scan QR codes
• AI-2921 Duplicate reports when duplicating databases
• AI-2930 Provide database owners with feedback on synchronizaton conflicts
• AI-2931 Reports should be refreshed if a change is made to a record in the same browser
• AI-2934 When assigning role, show the name of the parameter in the select box
• AI-2938 Do not disable edit report button when user can read forms in report sources
• AI-2939 Increase character limit of field codes to 32 characters
• AI-2945 Manual translation mode
• AI-2947 Dashboard layout
• AI-2948 Add "Translate" permission
• AI-2649 Add TEXT function to convert dates, numbers and boolean to string
• AI-2959 Add Bahasa language
• AI-2991 The default label of a reference field should be the name of the referenced form when inserting a new reference field
• AI-3013 Add Polish language
• AI-3034 API endpoint for Power BI should include key fields, but not all related fields
• AI-3279 User interface for configuring Mapbox token

Bug fixes

• AI-2472 FIXED: Switching to another card in the Selected columns card editor is not updating the content
• AI-2494 FIXED: Database avatar is missing from the Form Designer
• AI-2584 FIXED: Forms with cyclic references crash the table view.
• AI-2599 FIXED: Parent form fields are repeated twice when creating Pivot Table
• AI-2682 FIXED: Formula editor for validation rules should include the field that is currently being inserted
• AI-2721 FIXED: Cannot log out of mobile app
• AI-2794 FIXED: REGEXMATCH(), REGEXEXTRACT() and REGEXREPLACE() only work on first value in table
• AI-2808 FIXED: Mobile data entry allows users to add and edit records even if they don't have permission, leading to synchronization problems
• AI-2810 FIXED: For some organizations, users must first choose "Sign in via my organization" to connect via Azure Active Directory
• AI-2814 FIXED: Geographic point field doesn't accept decimal values in non-English languages
• AI-2817 FIXED: The "Delete subform record" button does not work in mobile data entry
• AI-2818 FIXED: Required subforms in mobile data entry view do not show error if they are incomplete
• AI-2819 FIXED: Mobile data entry form crashes if a reference field's validation rule includes more than one references to the same field
• AI-2820 FIXED: Calculated fields are not shown in mobile data entry view
• AI-2821 FIXED: Calculated fields do not respect relevance rules in data entry from
• AI-2823 FIXED: YEARFRAC() has incorrect documentation link
• AI-2828 FIXED: Validation errors should not apply if the field is not relevant
• AI-2832 FIXED: The mobile data entry interface does not show a error if the key is duplicated
• AI-2843 FIXED: Records in an offline database remain pending if they include a selected option which no longer exists on the server
• AI-2846 FIXED: Do not include reference self field and the fields from the reference form in relevance field list
• AI-2847 FIXED: When adding a subrecord in a new parent record, the key is not properly displayed if the subform has a reference field as key
• AI-2849 FIXED: Mobile reference search functions differently than full version
• AI-2850 FIXED: In the form designer, the formula editor shows the formula of the calculated formula instead of the relevance rule
• AI-2859 FIXED: Section Headers are truncated in data entry if they do not fit
• AI-2862 FIXED: Subrecords cannot be edited when a database is downloaded offline
• AI-2863 FIXED: Collection link menu fails to open in certain circumstances
• AI-2864 FIXED: Importer does not respect "Reviewer only" field permissions
• AI-2865 FIXED: Section headers in forms are not hidden if they contain a relevant but hidden field
• AI-2869 FIXED: Importer no longer displays invalid records
• AI-2872 FIXED: The system does not set fields to blank when importing more than 200 records
• AI-2882 FIXED: In some conditions, mobile data entry can take several minutes to validate key field input
• AI-2883 FIXED: In some conditions, opening the data picker crashes the mobile data collection app
• AI-2892 FIXED: Validation rules should be enabled for select, attachment, and geo point fields
• AI-2893 FIXED: Data entry form accepts 29th of february on non-leap years
• AI-2906 FIXED: Export selected fields from table view do not respect sort order
• AI-2909 FIXED: When a subform includes a date key field, it is not possible to add more than one subrecord
• AI-2919 FIXED: Subform does not appear in the Report design pane if a report is created with Analyze button from table view of parent form
• AI-2923 FIXED: Validation editor for Single selection, Attachment and Geopoint fields should only include "Formula is true" option
• AI-2924 FIXED: "!" (Not) sign is getting lost for validation rules with selection fields
• AI-2925 FIXED: "Delete subform record" is enabled in the mobile version for the users without "delete record" permissions
• AI-2926 FIXED: Reporting partner is able to add new record with an empty partner field in offline mode, which leads to synchronization problem
• AI-2937 FIXED: Line charts with many series are rendered with excessive width
• AI-2941 FIXED: Formulas involving referenced select fields are incorrectly marked as invalid
• AI-2942 FIXED: Remove "revert" action for deleted locks in audit log
• AI-2950 FIXED: charts - major category labels unnecessarily wrapped
• AI-2961 FIXED: Not possible to assign "manage user" permission if user does not have access to database or top level forms
• AI-2971 FIXED: Data entry form for collection links should be translated
• AI-2977 FIXED: Sector Lead role cannot add users when selecting one form in certain conditions
• AI-2978 FIXED: When a form has consecutive, required single select fields, the keyboard tab order is incorrect
• AI-2983 FIXED: "Leave Database" API vulnerable to Cross-Site Request Forgery
• AI-2987 FIXED: Prevent already-used invitation links from being used to reset passwords
• AI-3033 FIXED: If an attachment fails to upload and is successfully retried, it is not possible to save the record
• AI-3035 FIXED: Reference fields cannot be completed on Mobile app
• AI-3072 FIXED: No Parent record ID in URL when using the Back button to navigate in multiple subform levels
• AI-3083 FIXED: User is sent to invalid link page if continue button is clicked multiple times in confirmation screen
• AI-3101 FIXED: OR function is regrouping incorrectly in formula editor for validation/relevance rules
• AI-3108 FIXED: Relevance rules do not reset blank values for reference fields that are not valid
• AI-3130 FIXED: Fix line charts scaling in notebooks