Release Notes

AI Center

New features added:

• Recognition templates (IDP, AI scenarios, BPMN processes)
• Unified recognition form (progress bar, ability to cancel recognition, open related entities)
• AI execution integration with business processes
• LLM invocation configuration
• Support for image files in addition to PDFs
• Ability to specify a PDF page range for processing
• Conversation chains in AI executions
• AI evaluation

Improvements:

• Ability to run AI executions directly from registries
• Cleanup of Recognition Log records
• Cleanup of AI Execution records
• Cleanup of AI Evaluation Log records
• Updated handling of document type descriptions for recognition context
• Flexible JSON parsing from LLM responses with mapping error logging
• Configuration of parallel processing limits via variables

Dashboards

• Added new functionality: Widgets and Dashboard Management

Email Integration

• Added the “Create Document” action
• Improved HTML cleanup from email bodies

Import Module

New features:

• Import from a server folder into the “File Collections” attribute
• Import from an Amazon S3 bucket

Workspaces, Shortcuts, and Registries

• Added Bulk Task Assignment and Bulk Process Actions
• Fixed an issue with the “not equal” and “does not contain” filters for registries and filters
  (ubConfig.uiSettings.adminUI.allowNotFiltersForNullable).
  
• Fixed task visibility for users with the bpm_admin role in the Overview Panel

Process Automation

• Added the ability to include document roles in email templates
• Improved editing of XML process definitions

User Interface

• Improved copying of codes and names from document type and task forms
• Fixed section highlighting in script editors
• Fixed style rendering in $App.uDialogs.dialog.
• Fixed incorrect login page display during domain authentication

Attributes

• Added column list management in Table view for Document Attachments and File Collections

Platform Core

• Added a method for splitting PDFs
• Added the option to disable saving registry filter states visited by a user
  (UB_DISABLE_TABLE_STATE_PERSISTENCE).
  
• Fixed incorrect table tags in the HTML editor

Multitenancy

• Fixed ElasticSearch indexes to prevent cross-tenant searches

Form Builder

• Fixed the incorrect display of Boolean attributes on forms

Document Copy Handler

• Fixed incorrect changes to the selected copy state when modifying the initial state of a document type

Chat Module

• Added sorting in the participant list view

AI Center

New features added:

• Support for variables in AI scenarios
• Support for files in AI scenarios
• AI actions
• Support for streaming output
• Bulk recognition via LLM
• Added validation for recognition results

Position Delegation

• Added a new Position Delegation feature

Advanced Document Management Module

• Added document version comparison
• Added bulk document signing

Task Registry

New features:

• Bulk task execution
• Task preview form

Handlers

• Added the ability to change a document type

Integrations

• Email integration: added task execution via email
• Email integration: added value extraction
• Added integration with DocuSign
• Added support for Boolean attribute types in UniversalAPIDFX
• Added a parameter for searching child documents in UniversalAPIDFX

Platform Core

• Completed full migration from Ext to Vue

WebDAV Support

• Document image attribute settings are now respected when opening files

Preview Forms

• Action settings for the Document Image are now respected

Email Client Module

• Updated the message editor

Workspaces, Shortcuts, and Registries

• Fixed an error when opening a shortcut where the column is “Title”
• Fixed a system error when opening a shortcut with “Document Image” attributes

Attributes

• After clearing a Date attribute, the value is set to 01.01.1970

User Interface

• Added tooltips for all columns

Document Template

• When a date of 21.06.1930 or earlier is specified in a document template, the generated date is shifted by –1 day

Organizational Structure Module

• Fixed form freeze when saving an employee record

AI Module

• “AI Center” shortcut group for interacting with artificial intelligence.
  AI Models: added support for new LLM providers.
• AI Scenarios: added the ability to create custom recognition and summarization scenarios.
• AI Scenario Tools: ability to create custom tools for interacting with system entities and passing data into AI scenarios.
• AI Executions and an AI Scenario Debugging Tool.
• Recognition: ability to recognize documents using LLMs.
• AI Summaries: ability to configure Recognition-type AI scenarios for file attributes.
• Added support for export and import (imex) for AI Center components, enabling configuration transfer between environments.

Email Integration

• Configuration of email sources for flexible management of incoming messages: deletion, moving to other folders, tagging, and retention period settings.
• Creation of email processing rules to automate email handling through filtering, data extraction, and action configuration.
• Functionality includes attachment processing and support for server-side scripts.
• Implemented automatic email processing with the ability to view, filter, and manage messages via a convenient table-based interface.
• Implemented a logging system for all email operations with four severity levels: Debug, Info, Warning, Error.

Process Automation

• BPMN process migration functionality.
• Added support for specifying CC / BCC in outgoing emails.

Handlers

• Ability to copy a document with configurable attributes and post-copy actions.

Integrations

• Logging of External API calls.

Custom Dictionaries

• Access control management for editing dictionary records.

User Interface

• Added table (grid) column configuration for shortcuts, including show/hide, reordering, resizing, pinning, and filtering.
• Added a dedicated “Permissions” button on search and import template forms, aligned with the Custom Dictionaries interface.

Document Types

• Implemented role participant assignment directly at the document type level, ensuring automatic access inheritance for newly created documents.
• Added validation of the last active state for the Folder document type.
  Hierarchies have been renamed to “Smart Folders.”

Workspaces, Shortcuts, and Registries

• Implemented the ability to set a shortcut’s display order when creating or editing it.

Chat Module

• Added the ability to rename document discussions, allowing the chat author to change the title via the context menu.

User Account Module

• Implemented a mechanism to send a message to Camunda after successful user registration in the User Account, confirmed via an OTP code.

Platform Core

• Optimized internal service authorization to reduce the number of entries in security audit logs and prevent log overload caused by excessive system messages.

Security Improvements

• More secure password storage for the WebMail module.
• Stricter security for the hasAccess mixin.
• Refactored all External API components into a dedicated messaging-external-api model.
• Refactored server-side scripts into a separate dom-scripts model.
• Strengthened security for service accounts (ELS). Potentially dangerous operations have been blocked, including:
  • Deployment and process management
  • Script modification
  • External API changes
  • User management system modifications (ELS / ALS)
  • Operations with document types and forms
  • Changes to system settings and secrets
  • Package import/export operations
• Added support for UB_ALLOW_REMOTE_CODE_EDITING.

Bug Fixes

• Fixed an issue where a task was not created in the message queue when scheduling updates of optimized attributes in the attribute library.
• Fixed an issue where opening shortcuts with the same folder hierarchy caused filters from one shortcut to be incorrectly applied to another.
• Fixed an issue where generating a document from a template caused unintended rounding of numeric values.
• Fixed a numeric formatting issue during Excel export that resulted in incorrect display of Number attribute values in exported files.
• Fixed an issue with tab order display in document preview mode, where document type settings for the Image, Details, and History tabs were not respected.
• Fixed an access control issue where users with the dfx-supervisor role could not open documents despite having permission to view all documents.
• Fixed an issue where default values for attributes were retained after deleting the section or tab containing those attributes, causing database fields to be populated when creating documents even though the attributes were no longer present on the form.
• Fixed an issue in the document duplicate control mechanism where attributes with default values were not checked for uniqueness.
• Fixed an issue with displaying default values for Date attributes, where the specified date was shifted one day earlier.
• Fixed an issue with table mapping in recognition templates.
• Fixed preservation of the original file name after recognition.
• Fixed display of file formats in the table view of the Document Attachments attribute.
• Fixed the availability of actions in file attributes when the “Add” action is disabled.

Platform Core

A centralized secrets management system has been implemented with support for multiple storage backends (local, file-based, AWS Parameter Store):

• Integrations: introduced a secrets store for authorization credentials of external services (msg_ExternalApi).
• Intelligent Document Processing (IDP) Module: implemented secure secret storage for IDP providers (Azure and Google Form Recognizers).

Additional improvements:

• Added support for custom language-to-locale transformation logic, for example, using the US date format for the English locale.
• Added a clear message indicating that empty files (0 KB) cannot be saved, replacing the generic server error.
• Restored localization for values of the “Assignment Type” field in the organizational structure.
• Fixed the behavior of the Ctrl+Del keyboard shortcut when deleting items in grids and tables: sequential deletion has been restored and focus is now preserved on the next item after deletion is confirmed.

Process Automation

• Introduced a new email notification designer, replacing the use of UnityBase Reports in business processes. The designer provides:
  • Unified editor for email subject and body
  • Support for multilingual templates with automatic default language selection
  • Flexible date and number formatting
  • User-friendly interface for selecting document and task attributes
  • Attachment support with configurable captions and PDF conversion
• Implemented notification configuration for Observer and Supervisor roles in BPMN processes. Notifications are now sent only when explicitly configured via a corresponding type and template.
• Added the ability to set an email template from a process variable for user tasks and email-sending service tasks.
• Added a warning about potential data loss when changing the template type in a service task.
• Fixed an issue in the NewBPMN module where the conditional event type “Expression” was changed to “Scenario” when opening a process, causing JavaScript expressions to malfunction.
• Restored support for Camunda interaction with custom forms.
• Fixed an error that occurred when attempting to save or restore a BPMN process.
• Fixed the display of validation messages when adding an invalid variable in the business process editor; messages were updated across all languages with clear format requirements.
• Fixed incorrect display of department names from dictionaries in task assignments. If multiple records share the same code, the most recent record is now selected.

PDF Viewer

• Added a custom PDF viewer that works across all browsers.
• Viewer actions (Print, Download, PDF Annotations) are now synchronized with file attribute settings.
• IDP Module: implemented highlighting of recognized text in PDF/IDP documents. On hover, the system highlights relationships between form/table attributes and corresponding text fragments and automatically scrolls to relevant sections of the document.

AI Module

• Implemented AI-based document summarization.

User Interface

• Introduced a new document preview mode.
• Added “Code” and “Name” fields for role attributes in the form builder.
• Fixed repeated opening of the same document in a new browser tab.
• Enabled navigation menu display above access/mandatory buttons in the document type editor.
• Removed the red indicator shown on hover over hyperlinks in document view mode.
• Fixed text in the confirmation dialog for creating file attribute versions so it displays correctly across all localizations; also optimized dialog size to prevent content overflow.
• Fixed an issue where the “Tabs” field size on document forms scaled incorrectly.
• Improved responsiveness of the rich text editor: the editor window now scales correctly according to screen size.

Handlers

• Extended attribute binding configuration options in the “Create Document” handler.
• Fixed an issue where users could not copy captions for the “Document Attachments” attribute in the “Create Document” handler.
• Fixed an error when passing nested dictionary attributes to the document event processing pipeline.

Sensitive Data Module

• Added a new table showing relationships between attributes and sensitivity levels.
• Fixed an issue where sensitive attribute values disappeared from grids after opening a document with the “Child Documents” table when sorting by protected attributes.

Bulk Export

• Added the ability to perform bulk export only for selected documents.

Chat Module

• Added a spinner when removing a participant and correctly disabled the delete button for the last remaining user.

Intelligent Document Processing (IDP) Module

• Optimized security settings for the User role in the dfx-isp module: access to insert, update, addnew, and deletemethods has been restricted, while allowing creation of dfx_IdpJob and dfx_IdpJobIssue.

Workspaces, Shortcuts, and Registries

• Fixed an issue where documents from the root folder of a manual hierarchy disappeared from the grid after adding tags.
• Fixed an issue where deleting the second-to-last document type in shortcut settings caused other selected types to be removed.
• Fixed a shortcut UI issue where an attribute section collapsed automatically after adding a nested attribute to columns.
• Restored the ability to select multiple document types when configuring Document-type shortcuts on the “Typed” tab.

Attributes

• Fixed file extension handling logic for the Collection attribute type by improving the extension search and add mechanism. This ensures correct handling of different file formats (doc/docx, xls/xlsx) regardless of the order in which extensions are added.

QR & Barcodes Module

• Fixed an issue that occurred when attempting to apply a stamp to a document in the “Document Image” attribute.

Configuration Packages

• Fixed an issue where related document types were not transferred together with an imported search template.

WebDAV Support

• Fixed an issue with editing access when opening a document via “Open in Application”.

Attributes

• Expanded support for nested attributes in custom dictionaries.
• Added support for uploading custom fonts to the Rich Text attribute type.
• Improved numeric value validation when creating and editing Number, Integer, and Money attribute types.
• Updated the validation schema for signature attributes in file attributes.
• Removed the inactive “Summaries” section from standard table attribute settings: Tasks, Processes, and Document Links.
• Added the dictionary attribute and implemented an algorithm for automatically determining the organizational unit type.

QR & Barcodes Module

Stamp generation capabilities have been expanded:

• Added support for documents signed with qualified e-signatures (QES) by organizations.
• Expanded the set of variables available for different signing scenarios.
• Added an option to specify the page number where the stamp should be applied.

Process Automation

• Updated history cleanup settings in the Camunda 2.3.10 container.
• Improved saving of additional document type settings in processes.
• Improved the business process editor UI and service task configuration.
• Optimized the process synchronization mechanism to prevent creation of duplicates with the same external identifier; updated data processing logic accordingly.
• Fixed an error that occurred when opening processes in document types after copying and deleting.
• Updated the business process editor to ensure correct handling of processes created in previous versions.
• Changed the logic for populating the “Completed by” attribute when tasks are completed.
• Updated the behavior of the emailAttachmentLoader module.
• Updated the role assignment mechanism in user tasks.
• Fixed browser console errors that occurred when creating a business process.
• Changed how related entity information is stored and retrieved in BPMN processes.
• Added display of ID and name parameters for decision tables in DMN processes.

Integrations

• Improved configuration and timeout control for external API calls.

Users and Roles

• Added the ability to unlink a user from an employee record.

Workspaces, Shortcuts, and Registries

• Optimized display of role attributes in tables with large numbers of records; added the option to disable lookups for role attributes.
• Improved sorting of records in search templates, the attribute library, custom dictionaries, and when creating new shortcuts. Sorting is now case-insensitive.
• Fixed a system crash that occurred when opening the overview panel in the Tasks registry.

User Interface

• Fixed issues in Ukrainian localization text across various parts of the interface.

Platform Core

• Optimized form loading to prevent multiple script executions and repeated server requests.
• Fixed boolean value handling for custom attributes in filters and sorting.

Organizational Structure Module

• Fixed a critical issue that could cause the server to stop when attempting to transfer document access from a position with no active assignment.

Forms

• Fixed cursor behavior when editing attribute labels in the Form Designer.

Intelligent Document Processing (IDP) Module

• Fixed an error when reopening a form after closing it, including in the IDP Tasks section.

Process Automation

• Added the ability to link a process definition to a document type.
• Added service task templates.
• Introduced a new assignment editor for user tasks.
• Added support for process script tracing.
• Migrated to new bpmn.io components.
• Updated the Camunda container to version 7.21.
• Added the ability to remove unused groups and parameters in the business process editor.
• Simplified editing of processing scripts.

User Interface

• Updated navigation on the Studio workspace: a separate folder for templates has been created.
• Improved the behavior when reopening a user form from an employee form.
• Updated how the document type code is displayed in shortcuts after it is changed.
• Updated the process of deleting a document that contains child documents.

“Advanced Document Management” Module

• Added the ability to upload file containers into file attributes.
• Added a new document numbering method of type fastCounter.

Platform Core

• Improvements to the system notifications functionality.

Integration

• Added logging for UniversalAPIDFX calls.
• Improved UniversalAPIDFX methods:
  • Sending a message to a process
  • Retrieving directory records
• Updated the process for deleting an external system that was previously used in a document type.

User Account Module

• Updated the password generation process.

Attributes

• Changed how document attributes are cleared when attributes with the same value are updated again.

Users and Roles

• When copying an employee card, the employee–user association is now copied as well.

Workspaces, Shortcuts, and Registers

• Updated shortcut filtering for nested values of native multi-reference fields.

Folders

• Fixed duplicate folder deletion in automatic hierarchies.
• Updated the process of creating manual hierarchies.
• Fixed an issue where some folders in the document type designer were displayed twice.

Calendar Module

• Added the ability to start the calendar event update process.
• Added visibility of calendar usage in document types.
• Added audit logging for calendar participants.

System Settings

• Added support for using different document numbering types (ID, GUID, counter).

Folders

• Added the ability to manage folder status and the process of folder distribution/cleanup.
• Added database indexes for the dfx_folder entity.
• Modified the monkey request when deleting a document that was automatically distributed into a folder according to the hierarchy.

Attributes

• Added the ability to migrate data into native attributes.
• Disabled unnecessary data reads from the EAV table during insert operations.
• Changed the update behavior of document attributes when their values have not changed.
• Updated the behavior of the “Document Attachments” attribute: signing a document before saving the form has been disabled.

System Core

• Improved background update functions.

User Interface

• Added display of audit events of type “View” for documents and tasks.
• Updated the text on the user task action execution form.
• Disabled the display of the “Delete” button on the form for creating a new user directory record.
• Updated record sorting in shortcuts and designers.
• Updated localization in the audit logs of user directory records.

Directories

• Added localization support for values of the “Name” attribute.

Workspaces, Shortcuts, and Registers

• Added support for settings to disable column sorting in shortcuts.
• Changed how role-based task attribute values are saved when filtering in shortcuts.
• Updated access permissions for system shortcuts.

Forms

• Added the ability to change the position of buttons on forms.

“Advanced Document Management” Module

• When a document is signed, additional attributes are now saved to the database.

Document Generator Module

• Improved handler configuration settings.

User Account Module

• Improved the algorithm for creating a position using the otpInvite method.
• Added the ability to customize the registration and login form text from system settings.
• Updated the process of creating a new user when the email address exceeds 20 characters.
• Added validation for the Full Name field on the “Registration by Details” form.
• One-time passwords have been hidden from the “One-Time Passwords for User Account” register and record form.
• Updated the password change process.

Chat Module

• Optimized retrieval of discussion participants.
• Optimized synchronization of public discussion participants with documents.

Process Automation

• Added validation for attribute usage on forms when removing a role from a document type.
• Optimized queries for retrieving process activity data.
• Optimized queries for the “Create Document” handler.
• Changed how settings are saved in the “Create Document” handler.

Documents

• Optimized database indexes.
• Optimized calendar event settings.
• Optimized repeated queries.
• Added cleanup of calendar settings.
• Disabled permission checks for adding participants when creating a document via the “Create Document” handler.
• Disabled auditing for the “Document History” attribute.
• Child documents: optimized retrieval of child documents at all hierarchy levels.

Scripts

• Restored functionality of the form_ID_beforeAction_ and form_ID_actionExecuted_ methods for standard table attribute actions.

QR & Barcodes Module

• Updated the application of stamps to each page of a document.

Import Module

• Updated the logic for attempting to import directory values with bindings at level 2 and deeper.

Organizational Structure Module

• Updated access rights for the LocalOrgManager role to edit records in the “Executor Groups” register.
• Fixed an error for the LocalOrgManager role when creating an organization in the “Our Organizations” shortcut.
• Fixed an error when loading the position directory for the LocalOrgManager role while creating a record on the “Our Organization Assignments” page of the “Org Structure” workspace.
• Fixed an error when loading the position directory for the LocalOrgManager role while creating a record on the “Assignment History” page of the “Org Structure” workspace.
• Granted the LocalOrgManager role permission to create and edit executor groups within the subordinate organization.

User Account

• Added user registration and authentication functionality in the User Account.

Directories

• Added the ability to generate a title for records in a custom (user-defined) directory.
• Changed how links to another directory are displayed in the records grid.

Process Automation

• Server module library.
• Added the “Script” handler to run server-side scripts.
• Added the ability to call server-side scripts from the library within business processes.
• Added a method to set and get the value of a “Formatted Text” attribute.
• In the “Create Document” handler, added a warning about configuration mismatches.
• Changed the ability to pause processes in the library.
• Updated how the “Author” role is assigned in the “Create Document” handler.

WebDAV Support

• Added the ability to open files in an application in environments without Negotiate authentication.

Designer

• Optimized fast form rendering for forms with a large number of attributes.

Document Generator Module

• Added the ability to use server-side scripts during document generation; improved the document template form.
• If the paid HTML module is not available, the generated document can now output the plain-text value from the “Formatted Text” attribute.
• Added tag substitution for “Formatted Text” attributes during document generation to support strikethrough text.
• Fixed incorrect table generation when multiple tables are present on a form.

Attributes

• Added support for new action buttons “Record voice message” and “Upload image from webcam” in file attributes.
• Changed how versions are deleted in “Document Attachments” attributes.

Search Templates

• Added the ability to search by role.

Scripts

• Added a method to save a form and events to check whether a form has changes, trigger validation, and clear form validation.
• Added the closed script event that runs when a form is closed.
• Updated focus behavior in a custom directory record.

User Interface

• On the process form for regular users, process variables are no longer displayed.
• Updated error localizations in the business process editor.

QR & Barcodes Module

• Optimized stamping performance for documents with a large number of pages.

Chat Module

• Fixed the private discussion creation form freezing.
• Changed the ability to view all discussions.

Platform Core

• Updated register filtering by role-based attributes.
• For read-only forms, controls are now non-editable as well.

Forms

• Updated how changes to attribute bindings are saved on popup forms.
• Disabled loading of additional EAV attributes when loading forms.
• Updated the display of the task form’s top panel when focusing an attribute and when a table is present on the form.

Import

• Changed behavior when attempting to import values for the “Internal Assignments” directory by user login.

“Advanced Document Management” Module

• Updated behavior in the registration number mask editor when working with complex masks.

Workspaces, Shortcuts, and Registers

• Updated shortcut filtering behavior when folder hierarchy is used.