Self-managed Server 4.0 Release Notes

The following are the improvements in the Self-Managed Server version 4.1 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

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