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FormFlow & WorkFlow

Tip

Only releases with enhancements or resolved issues for this module have content below.

2024.2

Enhancements

Forms can now be associated with workflows for individuals submitting them. The new "Associate Jenzabar workflow with the submitter" drop-down option is available from the Manage Forms, Form Settings, On Finish tab.

24_1_formflow.png
  • Forms can now be associated with J1 Web workflows for individuals submitting them. The new "Associate Jenzabar workflow with the submitter" drop-down option is available from the Manage Forms, Form Settings, On Finish tab.

  • New Manage Forms, Tools, J1 Mapping Tool options:

    • New Record in ERP drop-down creates a PDF version of the form and data directly into J1 Web using mapping templates created in J1 Web.

    • New Complete Jenzabar Workflow requirements associated with ID number drop-down allows the form to complete a J1 Web workflow requirement when it is associated with an indvidual (they must have a valid ID Number in the system).

    • New Document Category and Document Type options let you select how a PDF version of the form will be stored in J1 Document Storage. PDFs can be viewed in J1 Web.

2023.3

2023.2

Enhancements

New Settings to Manage Form Submissions with Errors

Form administrators can now select whether forms with data mapping errors are sent to the Jenzabar One database. A new section on the Form Settings page, On Finish tab provides options to mark forms with errors as not submitted and customize the error message displayed to users upon form completion. For more details, see the online help topic: Form Settings.

Resolved Issues

Issue

Description

RN20878

With two-factor authorization set up in the Campus Portal, form submissions with uploaded files produced an error when the receiver attempted to open the file.

RN35831

An image included in an email template displayed as a broken image.

RN36526

Videos embedded into a question label did not properly display on the form.

RN38965

The required asterisk displayed below the label when viewing reports.

RN39290

Entering a selected date as a default value didn't save properly.

RN43960

When cancelling a payment, the user was not returned to the original form.

RN44172

Stage regress rules were not being honored when a document was rejected in Workflow.

RN44649

A browser dialog displayed when accessing Workflow when a track name was too long for the database table.

RN45055

Attachments were unable to be viewed when SSO was configured.

RN45219

In Workflow, downloading an attachment did not work if the document had already been approved.

RN47218

Including a checkbox in an email template did not properly show all selected values if multiple boxes were checked.

RN47219

When setting a workflow email to go to a dynamic approver, the audit log incorrectly indicated the Submitted HostID was null when it was not.

RN48589

Checkbox questions were not being correctly totaled and added to the final form balance.

RN49075

Users submitting a form via Form Login page received an error.

RN49118

When a document was resubmitted to Workflow, the data point values were duplicated resulting in errors.

RN49123

The Form Login Pages help icon did not properly load the online help for the feature.

RN49191

Accessibility issues were resolved for Form Login Pages.

RN49400

Some mapped statements that use the PDF option returned errors.

RN49574

Some data was missing when running a stored procedure with a grid.

RN49576

Adding a new question after editing an existing one resulted in browser console errors.

Enhancements

Question Text Now Included in Reports and Emails

Both the Value and Text fields are now displayed in reports and emails for checkbox, drop-down, and radio button questions (e.g., "KY: Kentucky" instead of "KY").

Resolved Issues

Issue

Description

RN32373

When changing question types, previous field values that were not relevant to the current question type were unknowingly saved causing unexpected validation failures.

RN32374

The validation procedure indicated data sources were invalid for a question when no data sources had been associated with it previously.

RN32725

Checkbox questions did not appear in the multi-response procedure drop-down in the Stored Procedures list.

RN35474

When forms with a Payment Profile were shared from another location, View Reports incorrectly showed PaymentPending status when the payment had been submitted successfully.

RN35475

When forms configured with Save and Quit rules or with Payment Profiles were shared to another location, the "continue where you left off" functionality did not work in the shared location.

RN39860

When a new question was added to a form, the Save changes button was enabled before all required fields were filled in.

RN40846

When users created a password for form login, the minimum and maximum password length requirements were not honored.

RN41731

Users weren't able to edit source code in the FormFlow feature.

RN44246

On the Manage Forms Add Questions pop-up, Options tab, the Add Options button was not responsive.

RN44650

When users removed a question from a form, the page had to be refreshed before they could add another question.

RN45221

In FormFlow, when in View Report, users received an error when trying to sort by progress.

RN45222

FormFlow forms with custom mappings in J1 2022.1 or later needed to be re-mapped to avoid a submission error.

RN46034

Some FormFlow submissions were blank when viewed using View Reports or when the attached submission PDF was received via email.

RN46595

On new FormFlow forms, users incorrectly received an error message if the Start Date's month value was higher than the End Date's month value.

RN47824

When Admissions forms were submitted, duplicate rows entered into the database resulted in the form not submitting or a gateway timeout.

Resolved Issues

Issue

Description

RN40943

An error message for a potential loop appeared unnecessarily for workflow tracks with rules correctly configured to move between stages.

Enhancements

Forms No Longer Require a Display End Date

You can now create forms that display for an indefinite amount of time by selecting the No end date option on the Form Settings > Settings tab. The Form Login Pages feature no longer requires an end date for login forms.

Accessibility Updates for Questions and Rows

Moving questions/fields and rows is more accessible with improved drag and drop functionality that can be applied to an individual question/field or an entire row. Question/field editing options are now accessed by clicking the ellipsis.

Form question with move and edit icons highlighted.

New Contact Information Update Form

A new Contact Information Update form allows any Campus Portal constituent to update their J1 contact information. The form automatically shows the logged in individual's institutional priority address, phone number, and email address, if they exist. Changes are immediately applied and do not require internet submission processing and approval.

Note

FormFlow Administrators can choose to update other address codes. For example, they can opt to have constituent update the *CUR or *LHP contact information instead of the institutional priority (update the form's ADDR_CDE setting).

20221_1_FF_new_form_update_contact_information.png

Note

This form only updates information in J1 Web and Desktop. Contact Information shown in the Campus Portal is managed using the Campus Portal My profile and settings options.

New Student Identity Update Form

The new Student Identity Update form template collects sex at birth, legal sex, gender identity, and preferred personal pronoun gender information for any Campus Portal user with an ID number. Information is immediately saved to J1 Desktop and Web without requiring the internet submission process and approval.

2022_1_FF_new_form_student_identity.png

Resolved Issues

Issue

Description

164952

Campus Portal users didn't receive a timeout message when they didn't submit a form before the timeout limit, and the form was submitted as a guest.

RN19136

File upload questions didn't save files if the selected file was changed before clicking Submit.

RN22236

Adding a reroute option to a workflow after a form was submitted created a null datapoint row resulting in an error screen.

RN23722

The SubmitFormData XML didn't transmit the submitted responses in the right display order.

RN25676

Files uploaded with an allowed file extension in upper case letters produced an error.

RN25677

When a stage was deleted, forms were not properly updated to reference another stage resulting in an error message due to the orphaned form.

RN25678

New tabs added to forms disappeared after validation until the form was closed and reopened.

RN30543

The wrong validation error message was displayed.

RN30544

A validation error message appeared when there wasn't a loop in the form.

RN30547

The add button didn't let users create validations without performing additional steps (Form Tools > Data Validations).

RN31620

The spacing between the Edit and Delete links on existing mapped statements disappeared when the browser window was made smaller.

RN31621

Using the Group: clear rule on a question did not trigger the rules for that question.

RN35476

Not all values entered in a form saved when users closed the form and opened it again.

RN36397

Forms loaded slowly from the Manage Forms link.

RN39407

Question label text wasn't visible when users attempted to edit a question.

Note

This fix addresses changes related to the upcoming 2022.1 JICS release. Schools that do not upgrade to JICS 2022.1 need to apply the J1 2021.3.0.5 patch for FormFlow to function properly after JICS 2022.1 is released.

RN39676

Textbox questions with integer validations produced errors and wouldn't let users submit the form.

RN39677

Collection grid question responses were still added to the grid when there were validation errors.

RN39738

When data that had an apostrophe was added to a form with collection grid and then the form was saved and reopened, the existing data that was submitted in the collection grid was deleted.

RN40329

File upload links opened a broken link page when users navigated to another form tab and came back to the file upload question.

2021.3

Enhancements

New Validations for Forms

We’ve added several validations to the form building process to ensure your forms function properly. These warnings and error messages appear when

  • A rule targets all questions without a group name.

  • The data in the first column of a data source associated with a drop-down, checkbox, or radio button question is not unique.

  • Cascading drop-downs map to each other.

  • A form with a literal string replacer query is passed to a workflow.

  • A lookup is set to execute on load and then submitted to a workflow track.

  • A form’s data source takes longer than 5 seconds to run.

Updated Settings for Read-Only Questions

A new Trigger Rules and Look Ups checkbox has been added to the question Settings tab. This checkbox is only visible when the Read Only checkbox is selected, and when selected, it allows rules to be applied to read-only questions.

Updated Settings on 'Send to Approver' Emails to Dynamic Approvers in Workflow

Dynamic approvers now receive Send to Approver emails for form submitters who do not have a HostID (e.g., guests or portal-only users).

Updates to Default Data for Address Mapping Tables

Default data for mapping user-defined address information now references the NameAddressMaster_UDF table instead of ADDRESS_MASTER_UDF. This change impacts the following windows in Desktop and updates the data mapping table references in the Campus Portal FormFlow – Forms and Form Builder features.

Desktop Window

Description of Change

Manage Mapping Tables

  • Available Tables drop-down: NameAddressMaster_UDF replaced ADDRESS_MASTER_UDF.

  • Mapping Columns grid: References NameAddressMaster_UDF instead of ADDRESS_MASTER_UDF.

Review Submission Mapping Details (from Internet Submissions)

  • Available Tables drop- down: NameAddressMaster_UDF replaced ADDRESS_MASTER_UDF.

  • Data Mappinggrid: References NameAddressMaster_UDF instead of ADDRESS_MASTER_UDF.

Caution

This change removes any mappings to user-defined address columns in your existing forms. You'll need to remap those columns and specify the correct address code for each mapping row. For more details about mapping columns, see the following topics:

Note

The form_data_mapping.form_data_mapping_ID values are not impacted by this change. If your school generates submission data with a customization outside of FormFlow or Form Builder that references the mapping tables instead of the form_data_mapping_id, the mapping table names must be updated to reference NameAddressMaster_UDF.

Resolved Issues

Issue

Description

147393

If a user tried to submit a form with a required field empty but then corrected the field, the form still wouldn't submit.

RN20483

Users received an error when importing a track having a dynamic approver that already existed in the database.

RN20656

When an email was configured to send to multiple recipients separated by a space and a comma, the system sent the email to only the first addressee.

RN22235

An error occurred when a file upload question was referenced in a stored procedure but no file was provided.

RN23253

Some guest users experienced duplicate charges if they had used the browser's back button in the middle of the payment process.

Enhancements

Max Column Lengths Updated for Mapped Data Columns

The max column length for several name-related mapping columns increased to allow longer name entries to be saved in the database.

Map Table Name

Map Column Name

Max Char Length

FERPA_PERMISSION

FIRST_NAME

30

FERPA_PERMISSION

LAST_NAME

60

FERPA_PERMISSION

MIDDLE_NAME

30

NameMaster

FIRST_NAME

30

NameMaster

LAST_NAME

60

NameMaster

MIDDLE_NAME

30

NameMaster

ORG_NAME_COMPUTED

120

ORG_TRACKING

ORG_NAME

120

RELATED_PERSON

FIRST_NAME

30

RELATED_PERSON

LAST_NAME

60

RELATED_PERSON

MIDDLE_NAME

30

RELATED_PERSON

ORG_NAME

120

SALUTATION

FIRST_NAME_TO_USE

30

SALUTATION

LAST_NAME_TO_USE

60

SALUTATION

MIDDLE_NAME_TO_USE

30

SALUTATION

SALUT_LINE_1

120

Note

If you've set max column lengths for questions mapped to the fields listed, you need to manually update the max lengths to match the values shown above. If you have not set max lengths, you don't need to do anything.

Resolved Issues

Issue

Description

RN11736

Documents advanced even when two or more required approvers had not approved the document.

RN14108

When editing the source for an HTML template, the user was unable to click in the editor text area.

RN18246

For forms with submissions, an error screen displayed when users attempted to "Delete all."

RN18344

An error occurred when submitting a custom PDF with unchecked checkboxes.

RN21832

When multiple Form Login Pages were required, users had to log out before filling in the next form.

Resolved Issues

Resolved Issues

Issue

Description

RN11736

Documents advanced even when two or more required approvers had not approved the document.

RN14108

When editing the source for an HTML template, the user was unable to click in the editor text area.

RN18246

For forms with submissions, an error screen displayed when users attempted to "Delete all."

RN18344

An error occurred when submitting a custom PDF with unchecked checkboxes.

RN21832

When multiple Form Login Pages were required, users had to log out before filling in the next form.

Enhancements

New Form Validations

The Manage Forms and Edit Forms pages now show icons and message boxes to let you know when there are issues with a form's questions or fields. The validation process checks for invalid data sources, undefined dates, disabled form links, unselected payment profiles, partially hidden required questions, and unmapped WorkFlow data points. A new Validate button on the Edit Form page lets you manually check a form to confirm your updates resolved the issues.

FormFlow validation icons and messages.

Schools that upgraded from EX to J1 will see this message when they:

  • Create a new form based on a Jenzabar-provided template without a J1 database defined. This is because Jenzabar’s latest form templates use data sources that reference the J1 database.

  • Rename their EX database to J1 database and then import an older, saved form that still references the EX DB.

When this message appears, users can update the data sources to use the J1 database or create the J1 database being referenced.

Enhancements

Map Student Information to J1

Users can now create forms that map to student-related tables. This means student-submitted forms such as a Leave of Absence or Major Change requests can be processed using the Process Internet Submissions window. To set up a form that maps to student tables, select the new Student Request option from the Form Type drop-down (Manage Forms, tools, J1 Mapping Tool.)

RN_2020_1_campusportal_studentform_mapping.png

New Database Reference

The following Jenzabar-provided form datasources now reference the J1 database:

  • Candidate: Online Application

  • Constituent: Online Giving

  • Data Privacy: Consent Request, Data Request, Forget Me Request

  • Events: Multi-Part Events, Single with Fee, Single No Fee

  • Residence Life: House App

RN_2020_1_FF_J1_DB.png

Resolved Issues

Issue

Description

164372

Rerouting a document to another track correctly assigned the document to the track, but incorrectly left it in the original stage container.

179579

Deleting a row in a form resulted in errors in the browser console.

180726

Submitting a login page with FireFox browser would result in a warning that the page was being reloaded.

182247

Sort buttons were missing from the reports view.

183179

Forms with emails that include the submission PDF could see performance impacts when multiple email templates are triggered for each submission.

186975

In some cases, generating a view using FormFlow tools would result in a crash if the connection string wasn't in the order expected.

188294

When a field was required, and the form submitted without a value in that field, an error message displayed. If the field was changed to not required, the error message would incorrectly persist.

189251

The execute link used to reprocess mappings was not working.

190641

Attempting to download a submitted file resulted in a simple login page being displayed for a single download. Now downloading a file  no longer requires the simple login for authenticated users.

193047

Questions marked as Show Only in Report did not display in Admin view.

193118

Sorting arrows were not included on the documents list table.

193297

Stored procedures set to execute on answer change did not include the approver ID parameter.

194990

The unique label allowed white space only values and should not have.

196502

Using parenthesis in a rule comparison value would cause errors on the page.

197796

The LSR testing screen did not have proper styling to distinguish between the string replacer being tested and the value returned by the string replacer.

198430

Forms with large amounts of submission data experienced decreased performance when loading the reports page.

199030

When using a Workflow rule in the Forms feature, the selected target track was saved to the database but was not shown in the drop-down when editing the rule.

199356

When adding approvers, spaces were excluded from the search which resulted in only the first name being evaluated.

200131

For image questions that did not have text associated with them, a blank label was displayed on the form that caused the image to shift from its original position.

200490

The progress checkmark was not appearing on forms without a collection grid.

201529

In some cases, the order of multi-row values submitted to J1 Desktop did not populate in the same order as the mapping on the form.

202665

Some F5 load balancer configurations would cause "Invalid request" errors to be shown when working in FormFlow.

202666

Some F5 load balancer configurations would cause "Invalid request" errors to be shown when working in Workflow.

204742

In some scenarios, approved documents moving to the next stage would receive a "potential loop" error when no actual loop occurred.

201471

The progress checkmark was not appearing on forms that did not have a collection grid.

Resolved Issues

Issue

Description

178404

When a track was created by one user, it was not accessible by another user with permissions to manage workflows.

186709

When using the Display in Main View setting and the Allow users to access active submissions modal setting, the link to the active submission can result in a YSOD in certain situations.

189602

In some cases, update panels were not correctly functioning which prevented database, data source, and payment profile changes from saving.

191015

When using a unique ID replacer in the attachment name format field, the value was not replaced.

192735

When editing an item with an existing send email rule action, the edit pencil did not show immediately.

193302

Tracks created by one user were not able to be edited by another.

193942

Saving or updating tab progress rules did not properly display the progress check mark.

194888

The Public Registration portlet was displaying an error when the user attempted to define success messages.

195547

When archiving submissions, the next submission ID starts with 1 causing conflicts during a second attempt at archiving. A new SQL Server sequence was introduced to keep submission IDs consistent for all runs of the archiving process.

195574

An email template that listed the same email more than once resulted in a "SQL note available" error if JICS email logging was turned on.

195724

Authenticated users with a direct link to a report or file could access it even if they were not the original submitter or user with permissions.

Enhancements

Multiple Workflow Tracks for Documents

Using the WorkFlow Rules tab, you can now set up forms to process through more than one Workflow track at a time. For example, you can set up employment application submissions to be routed to someone in your human resources department as well as the team lead for the department hiring.

RN_2019_4_FFandWF.png
Sample query with an updated column name.

You can set up as many tracks as needed and even remove tracks.

Tip

When multiple approvers make changes to a document on more than one workflow, all changes are combined into the same submission.

Note

If your school has created custom queries referencing the WorkflowID column, you must update them to use the new CF_SubmissionExtensionData DataKey, “WorkflowDocumentID” column. This allows your existing queries to handle multiple documents.

Resolved Issues

Issue

Description

127392

In Edge and Internet Explorer broswers, Formbuilder Application (via Employment Positions) question text didn’t align with the top of the input field, and the spacing between the question numbers and question text was missing.

130119

When using a validation mask in FormFlow, the input cursor could not be positioned with a mouse click in the input.

136142

When including a reference to a stored procedure with a name longer than 50 characters, a “yellow-screen-of-death” (YSOD) would display or the data would be shortened when saving on the Stored Procedures screen.

148034

When an external user attempted to view reports that they had permission to view, a datatables.net error was displayed.

150670

When a form was created using a collection grid and a parent grid was marked required while a child grid was optional, the system would not consider the question complete until both parent and child grids had valid content.

158238

When creating an External Sign up account in FormFlow, the minimum and maximum password requirements defined in JICS were not honored.

162601

In FormFlow, when a user changed an answer in their form, the answer changed event did not properly send emails, execute procedures, or process rules assigned to a question.

169658

For users without edit permissions, collection grid rows were displayed when reviewing the submission in Workflow.

170692

From the Online Application Template, when selecting a school by state on the Education tab, the list of schools in the drop-down was not sorted in alphabetical order.

171188

When creating a rule and applying them to a group of questions in a form, the rule would be applied to all question groups containing the name of the specified group instead of only applying to the group with the exact matching group name.

171237

In FormFlow, when using a string replacer in the file upload root, uploaded files were placed in the correct location, but the file could not be downloaded by the report viewer.

172126

Using the delete button to remove an email template in FormFlow did not delete the template.

172127

The default data for email address validation did not support email addresses using subdomains.

172476

Files and images added to a label by MoxieManager were not visible to guest users.

174051

Using a string replacer in a SQL function as a parameter in a data source resulted in an error message because a comma was being included in the replacer.

174052

When looking at the Dynamic Approvers in Workflow, the list in the drop-down was not in alphabetical order.

174354

The FormFlow J1 Desktop Mapping Tool did not always assign the proper version numbers in J1 Desktop so submitted forms were not being refreshed when changes were made to the form.

175444

Rules added to Hidden questions on FormFlow forms did not execute when the form loaded.

175511

In FormFlow File Upload, any files with a comma in the name were causing a browser error in Chrome when the file was downloaded.

176379

When a hidden question was referenced in a drop-down question's data source, the data source did not update if the question was updated by a look up.

176546

When sharing a form that accepts a payment as a shortcut in JICS, a “yellow-screen-of-death” (YSOD) is displayed when being transferred to the payment portlet.

176547

In FormFlow Reports, when an approver without edit permissions viewed a report on a mobile device, responses on the report did not appear.

176548

When users without the JICS administrator role attempted to manage workflows they received an error message even though they had permission to the workflows.

177109

In FormFlow forms, read only questions did not execute rules associated with them when the value was updated via a look up.

178183

In FormFlow, when an approver opened a form the audit trail was logging information using the approver’s GUID rather than the user’s name.

179742

In Workflow, when attempting to assign an alternate approver to a stage that already had one or more approvers, the selection didn’t save.

179816

When an approver attempted to download an uploaded file in Workflow, a “yellow-screen-of-death” (YSOD) page appeared due to an error in the permissions check.

180329

In FormFlow, when a default value using a string replacer was used in a textbox or essay question, the value was being correctly stored in the database when submitted, but it didn’t show correctly on screen.

180642

In FormFlow, a “yellow-screen-of-death” (YSOD) would appear when attempting to load forms the no longer existed on a page.

181726

When creating a question in a FormFlow forms with more than one rule, the order boxes for rules did not correctly update the rules when reorder values were provided.

181727

A form with rules requiring groups showed users the groups were required, but didn’t enforce the requirement and allowed forms without groups completed to be submitted.

182710

In FormFlow, creating rules to make questions required on a form would sometimes result in multiple requirement asterisks being displayed.

Enhancements

New Reroute and Skip Features for Workflows

New Reroute and Change stage rule options let administrators set up workflows to change track stages or send a document to an entirely different track workflow.

Notice

If your school has a transcript evaluation workflow set up, you can have a rule that either sends transcripts to a Graduate Admissions Office track or to an Undergraduate Admissions Office track based on the user input.

RN_2019_3_1_FF_1.png

This also means workflows aren’t required to be in sequence. You can set up a workflow to go from Stage 1 to Stage 3 to Stage 5 and then backtrack to Stage 2.

RN_2019_3_1_FF_2.png

General Data Protection Regulation Compliance

The General Data Protection Regulation (GDPR) requires that organizations doing business with any person in or from the EU must alert the person to how their data is being collected, processed, and used and gather their consent. Individuals must be able to withdraw their consent as well as make other requests related to their data. Additionally, there are certain protections that companies must take to ensure that data is secure. With the 2019.3.1 release, we have made steps toward bringing the Jenzabar 1 products in compliance.

  1. Enabled encryption between the database and the webservers (both JICS and J1 Web) and Desktop. This is to ensure protection of the person's data as it moves across the internet. Your organization must take steps to enable SSL encryption.

  2. Created new form templates to give people a way to

    1. Give or deny consent for capturing, using, and processing their data.

    2. Request a copy of the data your organization has on them.

    3. Request that your organization forget their data so that it can no longer be used.

  3. Created a new Data Privacy activity center in J1 Desktop to track the various requests that have been made in a historical fashion and give a way to act on the requests. Two new windows, Data Privacy Consent Types Setup and Data Privacy Requests, make up the Data Privacy activity center.

    RN_2019_3_1_Data.png

Resolved Issues

Issue

Description

119920

When testing a data source with a trailing space, a warning was displayed that did not clear after closing and reopening. Closing the pop-up now clears the warning.

122597

When adding a file upload question to the form, the label would be present, but the button was not visible until the screen was refreshed. The button now appears as expected.

128139

When mapping the pre-population setting on a field to a column in the military service master UDF table, the column did not pre-populate with the value. Now it does.

142364

When exporting a form, all data sources in the system were included in the export rather than only the data sources associated with the form.

144973

Importing a form with a 'for each' statement and editing the statement would improperly select the wrong source question in the 'for each' drop-down. Code was added to correctly select the source question in the drop-down.

146807

If a question had previously been mapped to a J1 Web Event Registration field, the mapping could be changed, but not cleared.

147119

When a user changed their FormFLow external user password, an error message was incorrectly displayed even when a valid password was entered.

150669

In Workflow, when rerouting a document from one track to another, the data points associated with that document were not passed to the new track when mapping was available. Code was added to check for mappings on the new track and transfer the data to those mappings if they exist.

153482

Adding a group name to a question or a message in an alert rule that contained an apostrophe would result in a script error when the rule was evaluated. Code was added to encode user-defined values used in rules to prevent conflicts with existing code.

163297

A value added as an option to a drop-down containing an apostrophe could result in a truncated value written to the database upon selection of the value. Code was added to properly encode the strings to prevent interference.

163547

Security enhancements were added to FormFlow to protect against malicious scripts.

164372

Rerouting a document to another track correctly assigned the document to the track, but incorrectly left it in the original stage container.

166764

In forms with a large number of hidden questions, the FormFlow context menu was inconsistently displayed when right clicking a hidden field.

167082

In some cases, empty rows were rendering in the form design view and could not be removed. Code was added to keep empty rows that were associated with hidden questions from rendering.

168209

Special characters were not properly encoded in the rendered PDF used for the email attachment. This has been fixed.

168797

Mapping a question to a data point could result in an error when the form was submitted if the length of the response was greater than 4,000 characters. The Workflow NHibernate mapping was updated to match the mapping for Forms.

169608

When creating a new form, a default mapping form type was automatically assigned to the form even if mapping wasn't being used. Now that won't happen unless a mapping form type is explicitly selected.

172478

When dependent javascript files were loaded for FormFlow and Event Requests, the JICS version number was incorrectly used instead of the J1 Desktop version number. This caused browser caching issue when attempting to access these features.

172756

If no value was provided for a date picker when a form using the "Use time" setting was submitted, a YSOD would appear when edited. Code has been added to check for no value in these fields.

173568

Code was added to the date picker function to expand allowable selection to the last 100 or next 100 years.

175294

A form with a payment that had the "Display a message" setting checked might result in a YSOD with the message "Value cannot be null. Parameter name: g." if JICS was configured to use the hosted Authorize.net payment solution. Code was added to retain the form identifying information when the hosted payment form is used.

175837

If a form started as publicly available and submissions were made by guests, and then was converted to an External Sign Up form with the "Allow users to review their own submissions" setting, the user would improperly have access to the guest submissions. Code was added to properly return submissions for the logged in external user only.

166597

When multiple instances of FormFlow appeared on the same page in JICS, clicking a link to open the "Pick up where you left off" modal would result in multiple pop-ups opening.

170754

In Edge, the right click options were not available when designing a form.

171012

When importing a form, the use date checkbox was not automatically checked for date pickers on forms used prior to the setting being available.

171139

A browser compatibility issue caused console errors to appear in Microsoft Edge when FormFlow users designed forms and when others completed forms.

171320

Using a string replacer as a default value for a drop-down- question did not properly set the default value.

171434

When using the Log Email setting from JICS Site Manager, emails generated from FormFlow would produce an error message when sent. Code was added to truncate email addresses longer than the supported length when writing to the log table and additional information is written to the site log.

172245

Existing rule actions, or new ones added in Workflow displayed as the incorrect action on the screen. Code was added to properly sync the UI display with the values in the database.

174462

Using the text editor to adjust the alignment of description text did not work.

175220

If a data source associated with the form used the same parameter name more than once, a validation error was thrown when the form was submitted.

175377

Mapped statements and stored procedures set to execute on workflow approval were not executing when they were supposed to.

Resolved Issues

Issue

Description

161193

An error message was displayed when attempting to add or edit a placeholder question. Code was added to properly handle adding and editing the placeholder questions.

164466

Editing a multi-response stored procedure mapping did not correctly display the saved mappings. The code was updated to properly display the mappings.

164469

When more than one file upload question was added to a form, only one file was actually stored on the server when the form was submitted. Code was added to properly retain each question's file upload response.

Enhancements

New Online Giving Form Available

If your school is licensed for the Constituent feature, a new online giving form template is available through FormFlow. This form allows your institution to accept online gifts and donations while mapping and storing the donor contact information and the gift information. This form will accept gifts from both Campus Portal users and guest users once the form and the page are configured to allow guest access. Users can select the donation type, fund category, and can pay for their donation using the form. To collect payments, a payment profile must be set up and the form will redirect users to a payment page where they can complete their transaction.

When form users submit an online giving form, the gifts are processed as follows:

  • If the user is recognized in the database, the gifts are processed using the Process Online Gifts window in J1 Desktop.

  • If the user is not recognized in the database, the gifts are processed using the Process Internet Submissions window in J1 Desktop under the submission type 200 - Personal Information with Gift.

When the template is used, data for this form is automatically mapped to the Donor Name and Contact Details table and the Online Gift Details table. Jenzabar highly recommends starting with the online giving template as opposed to creating an online giving form from scratch. However, you must be very careful if you remove any questions from a form created from the template.

New Tab Orientation Setting Hides Tabs From Form Navigation

On the Form Settings page (Manage Forms > navigate to form > Admin toolbar > Form Settings), a new option of "None" is available to set the Tab Orientation. Setting the tab orientation to "None" will hide the visible tabs from users so that they cannot be selected. This will not hide the tab contents from users, but will instead force users to navigate through the form using navigation buttons instead of clicking each tab. This is helpful if you do not want users to view or fill out the contents of the tabs out of sequential order. This feature will also hide a tab from users when the form only has one tab.

RN_2019_2_ex_tabNone_manageforms.png
RN_2019_2_ex_tabNone_userview.png

Question Rules are Now Validated

To ensure that the rules you create for each question are valid, the following validations have been put into place for question rules:

  • The first step/condition of a rule will always be "If the answer value is". Users will receive an error if they try to select a different condition for the first step of the rule.

  • An error message will appear if a rule group has more than one "Else" clause.

  • A value will only be saved to the database if there is something in the value field or if an additional step has been added.

Question Groups Can Be Disabled and Enabled Using Rules

Two news actions/events can now be applied to a question’s rules to allow you to disable or enable a group of questions depending on an answer value the user selects or enters.

  • Group: Disable will disable the question group if the user’s answer matches the value you specified in the rule

  • Group: Enable will enable the question group if the criteria matches what you specified in the rule

RN_2019_2_ex_group_enabledisablerule.png

As a note, question groups are all enabled by default. The Group: Enable action only needs to be used if you wish to re-enable a question group that you have a Group: Disable clause set for.

When questions in a question group are disabled, form users will still be able to see the questions, but they will not be able to enter any information into them. In the example below, the Zip Code and State questions are both disabled.

RN_2019_2_ex_group_enabledisableform.png

Apply a CSS Class to a Question or Button

A new setting that allows form administrators to add CSS classes to certain question types has been added. This new Input control CSS classes setting is available on the question properties’ Settings tab for the following question types.

  • Drop-down

  • Button

  • Text box

  • Essay

  • Date-picker

  • Image

Administrators can enter in a known CSS class, and it will be applied to the form question. For example, you can enter the value 'btn-success' to turn a button green.

RN_2019_2_ex_inputcssclass.png

Campus Portal Email Logging Now Includes FormFlow - Forms and Workflow

When Campus Portal is set to log emails (Site Settings & Framework settings & Email settings) FormFlow – Forms and Workflow emails are now logged. These emails are logged to the FWK_LoggedEmail tables.

Data Sources Can Now Require Form User To Be Logged in Before Executing

Administrators can now configure data sources so that they cannot be executed if the form user is not currently logged in. This feature is useful if the data the data source retrieves contains sensitive information. Jenzabar also recommends using string replacers in your data source query to further tailor the results that will display to the user.

Resolved Issues

Issue

Description

134450

When the Execute button was clicked in the Reports View, the mapped statements and stored procedures associated with the submission were not being executed.

146878

When reviewing a submission in FormFlow - Workflow, approvers lost their changes if they didn't first save the document before clicking approve.

147583

When a user submitted a form and did not provide an answer, a null value was submitted to a mapped stored procedure which resulted in an error.

150292

When editing a form with a text box or hidden question that contained a value with an apostrophe, the text following the apostrophe was cut off.

151521

A Yellow Screen of Death (YSOD) error appeared in FormFlow - Workflow when users reviewed a document submitted by file upload.

151736

In FormFlow - Forms, when loading a form that had rules associated with a button that should be executed with an empty state, the rules didn't successfully execute.

152066

In FormFlow - Forms, a file extension was  added to uploaded files even when the filename already had an extension.

155271

When submitting a form that had a string replacer as a default value, the string replacer value displayed in the report instead of an empty value if the question was unanswered.

155342

Large amounts of submission data resulted in poor performance on the report view. New indexes were added to improve performance.

158892

Using a string replacer as a default value for a drop-down or radio button question did not properly set the selected value.

158946

Adding a stored procedure to a form always resulted in the OrderNum value being set to zero for every procedure.

159066

The width value of a button that included a percent sign was not being honored.

159634

For the Workflow feature, if a data point value was not provided at form submission, subsequent updates to the form would not be applied to the original data point.

Enhancements

FormFlow Features Are Now Mobile Friendly

The FormFlow - Forms and FormFlow - Workflow portlets are now responsive and mobile-friendly. However, you will not be able to create or administer forms while using a mobile device.

Resolved Issues

Issue

Description

136072

When uploading a file to a file upload question displays the uploaded file name but does not make it a link to be accessed until the page is reloaded.

141175

When using an string replacer in a question label, the replacer appeared when the form was loaded instead of the value that was intended.

141180

Users were able to submit a form multiple times when the TODO List Portlet Setting was checked.

141751

A form with a mapped statement that referenced a not required, file upload question logged an error to the event viewer that the referenced question no longer existing on the form if a file was not uploaded before the submission.

142368

The name data was not passed from the Payments Portlet when payment was made from FormFlow when using the payment launch out method.

143563

When editing mapped statements, the statement being edited was added as a new one instead of updating the original. Code was updated to apply the modifications to the original.

145901

In some cases, file upload and image questions did not render properly when behind a load balancer.

146180

Editing a form in Workflow that contained a date picker control resulted in a console error indicating moment was not defined.

146660

When tabbing from field to field in a form, date picker questions will accept a tab to focus, but will not allow tabbing from that field to the next field.

148384

The Show only in Workflow edit mode setting was missing from the Tab properties modal.

148727

When creating a user account for an email address that already exists as an external user, the create button is disabled but no error is displayed.

148728

Multiple collection grids on the form would result in the add button triggering updates to the wrong grid in some cases.

151583

The J1 Desktop Web Application Services installer logged errors when attempting to update the CF_Datasources table and new globalization values.

150851

The zip code functionality did not properly populate the city/state questions when an answer was provided.