Release Notes for iOS

Mobile releases require approval from the app store and may take a few days to be available for download.

Items listed are subject to change without notice.

2.9.5

August 13, 2024

This release introduces a fully redesigned user interface and user experience.

Improvements

  • Improvements have been done with connectivity between the app and our instance servers to ensure better performance and usability.
  • Now, the Reports app has been hidden from the mobile application. This allows users to focus on the most essential features, leading to a cleaner and more intuitive interface.

2.9.4

June 21, 2024

This release features support for the Open URL and Set Fields custom actions and an enhanced Sign In screen.

Improvements

  • Support for the Open URL custom action is now available. When a user selects the Open URL custom button, the app opens the URL in a new screen using the device's default web browser. If the Open URL custom action is set to open a Vasion form, the form opens on a new screen in the app and the user is redirected back to the workflow once the form is submitted.
  • Support for the Set Fields custom action is now available. The app handles any Set Fields custom action configuration seamlessly.
  • Instances configured with the SAML integration now have a new Sign In screen that shows both the Sign in with SAML button and, as a backup authentication method, the Vasion Username and Password options to allow users access to the instance if they have a Vasion (Local) user configured.

  • Improvements for element displays.

2.9.3

April 7, 2024

This release features the application of Vasion Automate Pro App security, a new Home screen, and support of the Form Drafts functionality.

Improvements

  • Now, users have a new Home screen when they sign in to the Vasion Mobile app. This Home screen has a similar look and feel to the Home web page.
  • When a Vasion Automate Pro instance has App security configured, the Home screen only displays the apps the current user has been assigned.
  • The Forms and Reports screens now show the Search icon.

  • Introducing new Form Drafts functionality. Now, users can save their progress when filling out a form so they can complete and submit it later. This functionality is available in Forms and in Workspace, when starting a form workflow.

2.9.2

February 13, 2024

This release features usage analytic tracking integrated throughout nearly every functionality. The usage analytics will allow us to identify areas for improvement in the mobile user experience and prioritize features. To opt out of tracking, please contact your Vasion Automate Pro administrator.

Improvements

  • Sign In: The username and password screen now contains an analytics use disclosure with links to the Cookie and Privacy policies.
  • Slide-Out Menu: The Version link has been replaced with a Settings button Settings button. The new Settings screen displays the following information:
    • Account:
      • User — the current user's name.
      • Instance — The URL of the current instance.
    • App Info:
      • App Version currently installed.
      • Updated on — the date the app was updated.
      • Web API version — the version your organization's Vasion Automate Pro instance
      • Database version — the version of the database currently running for your organization's Vasion Automate Pro instance.
    • Analytics:
      • Links to the Cookie and Privacy policies.

2.9.0

December 20, 2023

This version features a new Forms display using the Vasion Automate Pro web interface that is effective on instances running the Web API version 7.0.3.129. Legacy Forms are supported for instances running the Web API Version 7.03.106 and older and it is used as a backup method. Various improvements and fixes are also included.

Improvements

Forms

  • New Forms interface displays mobile-friendly forms from Vasion Automate Pro web interface with the following benefits:
    • Any updates made to forms on the Web Client immediately carry over to the mobile apps.
    • Conditional logic, multi-page, and PDF forms are now supported.
    • The new Forms display only leaves the web interface when uploading files.
    • For forms that allow or require file attachments the following applies:
      • Options specific to the mobile OS to upload files, take pictures, or scan documents display directly from the form.
      • File size restrictions and file extensions configured per form are respected and applied to the upload files.
  • Legacy Forms display is supported in the app and is used for the following:
    • Instances currently running Web API Version 7.0.3.97 and older.
    • Instances that do not have the Workflow Web URL configured in the Admin Global Settings.
    • If any errors are encountered while loading the new interface.
  • Legacy Forms now support the following:
    • Conditional logic on all form fields, columns, and data grid components.
    • Content components.
  • While continuing to support the legacy Forms interface, updates for new features or improvements are not planned.

General

  • Users can now use their Vasion Automate Pro URL, the URL they use when signing in on a web browser, to sign in to the Mobile App instead of the API URL.
  • SAML Sign In is now supported.

Platform

  • Improvements to the User Management endpoints now result in the following benefits:
    • The Vasion Mobile app now identifies from which platform the user is signed in. When a user signs out of the app using the Exit button Sign out option they are removed from the list of Active Users .and no longer consume a license.
    • Signing into the mobile app no longer signs users out from the web client.
    • In the Web Client, the Active Users tab in User Management now shows a column named Instance which shows when a user is signed in from Android or iOS devices.

Scan

  • After saving a scanned file in the Export Document screen, a success modal displays and gives users the option to complete the scan and return to Workspace or export the scanned file to other destinations.

Storage

  • SharePoint is now supported.
  • User roles that affect the visibility of a field are now respected. Selecting Data View on a document in Storage, restricted fields only display when the user has the appropriate permission assigned.

Fixes

  • The following fixes apply to legacy Forms:
    • Data entered in the second row of a Data Grid now is submitted correctly.
    • When adding a new Data Grid that initializes empty and entering data, the information is submitted correctly.
    • Text Area fields no longer display a gray line underneath.
    • Performance improvements when a Data Grid and the Attach Files button displayed on the screen at the same time.
  • The workflow comments indicator no longer resets when a workflow is completed, and the document is saved in Storage.

2.8.171

July 31, 2023

Updates include enhancements to workflow due dates, new workflow and attachment indicators in Document View, default Object folder support in Storage and various fixes.

Improvements

Workspace

  • Enhancements on the workflow due date now ensure the due date display respects the workflow and object settings.

Document View

  • New badge indicators let users quickly see the number of document attachments and workflow comments on the current document.
    • The Workflow History button shows the number of user comments on the current document.
    • The Attachments button shows the number of files attached to the current document.

Storage

  • Storage now supports the default object settings applied to a folder. When a user adds a file to a folder using their device and the folder has a default object configured, the data view modal prompts users to enter data into the object fields before adding the file.

Fixes

  • The Share screen now displays the correct screen tile in the modal.
  • The file details no longer shows a blank field named "Display Name" when a custom folder view is applied to a folder.

2.8.170

June 19, 2023

Updates include improvements to the user experience in Workflow, Storage and Search Results. Forms now supports dropdown filters and users with the appropriate permissions can now delete document attachments. Various fixes to long-press behaviors and more.

Improvements

  • The Workflow list, Storage file list and Search Results have been completely redesigned as follows:
    • Users can now expand a workflow and view additional details. Currently, the information shows the web client's default Workspace view.
    • Users can now expand files to see additional details. The information displayed is based on the custom folder view applied to the Storage folder where the file is located.
    • Users can now expand the result items to view additional information. The information shows the web client's default Search Results view.
    • The Add button Add button in Workflow and Storage now fades when scrolling through the list, to not obstruct the expand button. To make the Add button reappear, scroll up.

Workspace

  • Removed Print from the long-press More Options menu. Users can print documents by tapping the download icon, where the iOS Share menu shows it as an option.

Data View

  • Users who have the Document Delete role assigned can now delete document attachments from the Attachments screen.

Forms

  • The app now supports drop-down filters for Object dropdowns and Object multi-select dropdowns.
    • When the user selects an option from a dropdown, it may change the options available on another dropdown based on web client configurations.
    • Any drop-downs with options already selected will reflect the change, potentially clearing their content if it is no longer available.

Fixes

  • Various fixes to long-press behaviors in Workspace.
  • Actions are no longer displayed for workflows in their requests long-press menu.
  • Fixed an issue where some selection components were not being marked as required under very specific circumstances.
  • Fixed an issue where an attached document would show the Actions button and crash the app when selected.
  • Various fixes to long-press behavior in Storage.
  • Fixed an issue where some fields in Object Searches had bad description labels.

2.8.168

April 24, 2023

Improvements

Data View

  • Signature field now applies proper read-only validations in conjunction with the Document - Assign Reassign Index Form role.
    • The Signature field can be editable by default, if the user has the Document - Assign Reassign Index Form role assigned.
    • Once data is entered and saved into the Signature field, then it becomes read-only.

Document View

  • Workflow History is now supported.
    • A new Workflow History button is now available on the Document View toolbar. The button only displays for documents that were part of a workflow.
    • Workflow History displays any actions and comments that were taken on the current workflow.
  • The Actions Modal has been fully redesigned.
    • A new Add Comment field and button now displays at the bottom of the document actions so users can enter comments without needing to take an action.
    • When an action requires a comment, the user can type the text into the comment box, then tap the action. The comment is submitted with the action, like when using the Vasion Automate Pro Web Client.

Forms

  • Now, when a form has conditional logic applied a message displays to let the user know it is not supported.
  • The Add Signature, Attach Files, and Add Another buttons display with the same style.
  • Text Areas no longer have a darker border than the rest of the form fields.

Scan

  • Scan no longer makes a copy of scanned images to the user’s files at every step in the scan process.

    A copy is still made with certain export options, and when the user selects Retry. However, this is due to an error with GeniusScan, and we are working with them to resolve this.

  • Scan’s upload menu now has choices more relevant depending on where the user accesses Scan.

    • When accessed from Workspace, Start Workflow displays.
    • When accessed from Storage, Save to Vasion displays.
    • When accessed from Scan, Export To and several options display.

Fixes

  • Workspace: The Requests/Tasks bar no longer disappears when a document upload is canceled while on the page reordering screen.

2.8.166

March 27, 2023

This version of the Vasion Mobile app includes various improvements to Document and Data views and Forms. Fixes to Workflow and Forms functionality.

Improvements

Document View

  • The Document View toolbar now shows an Attachments button Attachment button for users who have the Document - Linked Document Access role assigned.
    • Tap Attachments to see a list of documents attached to a workflow. If the workflow has no attachments the screen is blank. When attachments are listed, tap the right arrow for each attachment to view the date it was attached and the date it was modified.
    • Tap anywhere in the attachment name to view the attachment. Exit the attachment to return to the open workflow task.

Data View

  • Hidden Fields are now supported as follows:
    • Users who are assigned the Hidden Fields - View with Value can now see the hidden fields if they are filled.
    • Users who are assigned the Hidden Fields - View without Values role can now see the hidden fields if they are not filled.

Forms

  • Drop-down fields now adapt their options depending on where the field is relative to the screen. For example, if the field is close to the bottom of the screen, the options display above the field.
  • Date/Time components no longer display the disabled part of the field.
  • The app now displays an error message when trying to open a multiple page form.

Fixes

  • A form workflow can now start properly when the form is not tied to a workflow, but a workflow is tied to the form.
  • Document workflows now start properly when uploading a file from Vasion Storage.
  • Fixed various issues regarding Data Grids copying/erasing data while adding/removing rows.
  • Forms that have day fields (month / day / year) no longer change Required settings when users scroll off the screen.

2.8.162

March 3, 2023

This version of the Vasion Mobile app includes various improvements to the Document and Data views, Forms and Scan.

Improvements

General

  • The app now supports password protected PDFs in Workspace, Storage and Search.

Workspace

  • For workflow actions that require comments, users must enter text and cannot enter spaces or blank returns to submit the comment.

Data View

  • The Workflow Name field now shows the actual workflow name, rather than the file associated with the workflow.
  • The following system fields do not display when creating a document workflow:
    • Workflow Name
    • Workflow Step
    • Workflow Status
    • Workflow Approver
    • Workflow Initiator
    • Created By
  • When viewing existing workflows, any check box and radio button options entered are now displayed as a read-only field showing the values.
  • Signature fields display as read only once an email is entered and saved.
  • Number fields have been improved as follows:
    • The fields now accept a maximum of 13 integers and 15 decimals.
    • Currency, commas and decimal place formatting now displays.
  • The following fields now have validations to ensure data entry is in the appropriate format:
    • Email
    • URL
  • Text fields and text areas now apply length restrictions.

Forms

  • Data grids no longer show interrogation marks “¿” in their Add Row and Delete Row messages.
  • The correct type of keyboard now displays for the following types of text fields:
    • Email
    • URL
    • Number
    • Currency
    • Time

Scan

  • When a user cancels a scan while in the Scan app, they are now taken back to Workspace.

Fixes

  • Image files are now saved correctly when using the Download action.
  • When sharing a document in a workflow, the Download or Print action now logs properly in Audit reports.
  • Signature fields no longer appear as date fields.