Release Notes - Infiniti 10.0

To find the knowledgebase articles for v10 please visit us on our new Knowledge Hub.
 
Applies to Infiniti v10.0 or later
 
Introduction: Infiniti 10.0
 
Infiniti, by Intelledox, helps organizations to nurture and control business processes through document automation, smart web forms (e-forms), batch processing and CRM. It is an award-winning product that allows businesses to produce smarter, targeted customer communications while easing the burden of paperwork and red tape.
 
Utilizing Responsive Web Design, Intelledox Infiniti is a digital transformation platform that helps companies rapidly develop and deliver mobile-ready business processes. Government, Healthcare, Insurance, Financial Services, and Enterprise customers worldwide deploy the Infiniti platform to enhance customer engagement, increase customer satisfaction, streamline efficiency, and drive down operational costs. Infiniti helps businesses quickly create and deploy intuitive, digital, business processes to replace difficult-to-understand paper and electronic forms. Infiniti empowers business users to develop, manage and set up engaging customer-facing applications, helping them reduce costs through improved process efficiency while delivering an enriched customer experience.

Unlike other business process automation software that can only produce outputs in one type of file or format, Infiniti can generate multi-format, multi-channel documents in DOC, DOCX, PDF, XML, PPT, SMS, TXT, HTML, CSV, email and many more.

This is a product release that delivers additional functionality over the previous customer version of Infiniti (v9.7).
 

Upgrade Warning

V10.0.X Licensing:

For an Infiniti instance that is upgraded to v10 from 9.7 or a new Infiniti v10 installation, both scenarios will need a new license.

Note: You will need a "Tenancy Key" which can be found on the Licensing page on the Infiniti instance you want to license. Send a copy of the Tenancy Key to Intelledox to receive a version 10 license file.

 
Infiniti 10.0 Features
Infiniti 10.0 introduces the following new features and updates over the previous public release version of Infiniti v9.7.
V10.0.X Licensing:
For an Infiniti instance that is upgraded to v10 from 9.7 or a new Infiniti v10 installation, both scenarios will need a new license.
Note that you will need a "Tenancy Key" which can be found on the Licensing page on the Infiniti instance you want to license. As an interim, send a copy of the Tenancy Key to your Channel
 
Custom Interfaces in Produce
You can create a custom user experience for interacting with Produce by creating Infiniti forms. Version 10 introduces the following features which combine to change how users interact with the system.
 
·         Dashboard Project Type
A Dashboard project is a one page form that isn’t submitted, but rather is used to show a page of data, or as a jumping off point to other forms.
Dashboards can be used to collate information about a business process; status of forms, the stages of the forms in a workflow, etc.
·         Custom Home Page
Projects can be published as a “home page”. Users will see a particular project when they first log into Produce. A Dashboard project can be used to create a new Produce home page that most accurately reflects what users need to do.
·         Data Grid
The data grid is a display type for data sources. With paging, reordering, and searching, data grids are an excellent way to tabulate information.
·         Tile Question
The Tile is a new question type that puts a button on your form. It can be used to open a new URL, a new project, or to jump to a specific page in the form.
·         Infiniti data sources
A number of new, built-in data sources have been added to aid in retrieving information from Infiniti. The data includes tasks in progress, answer files, generated documents, and more. The new data sources also combine with the Data Grid to allow features such as launching forms and reassigning tasks as part of the interface.
·         Response Metadata
Response Metadata allows the definition of fields that may be shared across projects and exposed via the Infiniti Data sources. They behave like document placeholders and can be mapped directly onto the question set where appropriate.
 
Temporary users
It is possible to “assign” a form to a person who is not a User in the system. This enables the following interactions:
Temporary users (users without a system account but identified by their email address) can access Infiniti forms. Incomplete forms can be saved and resumed using an Access Code. Users can also reassign incomplete forms to another temporary user. Once completed and submitted, the form with all the necessary information can then be handled in the normal business-process workflow.
 
Nested folder structure
Nested folder structure can now be created to store Projects and Content items. Folders can be arranged in a tree like structure and edit access within a folder is restricted at a group level and is independent of folders above or beneath it in the structure. Projects and Content Library pages share the same folder structure, deletion of a folder results in all of its content and sub folders if any also being removed from the system. Comments can be added when making changes to Content Library items.
 
REST API
The REST API can be used to perform most functions normally done using Manage.
 
Connector Interface
For developers, the interface for implementing connectors has been completely re-worked to make for an easier development experience. The “Extension” interfaces have been created for Actions, Custom Questions, Data sources, Escalations and State Providers. Old providers will continue to work, but now must be declared “Legacy” when registering them in the appsettings.json.
 
Connector Interface 
For developers, the interface for implementing connectors has been completely re-worked to make for an easier development experience. The “Extension” interfaces have been created for Actions, Custom Questions, Data sources, Escalations and State Providers. Old providers will continue to work, but now must be declared “Legacy” when registering them in the appsettings.json.
 
 Analytics Module 
A new module can be unlocked in Infiniti which allows for some powerful analytical functions.
 
Form Interaction Log
            The form interaction log can be used to track every interaction people have with forms. This can allow for analysis into the efficiency and comprehensibility of solutions.
 
Device/Location Log
           The device (or location) log captures information about the people interacting with the system, such as where they are in the world and what kind of device/browser they are using
 
Project Results Output
            By dragging on one item in Design, a project will now generate a document that contains all the answers on the form in an easy to consume JSON format.
 
Copy Project Results to SQL Action
            A new action that will create database tables based on the structure of your project, and then write the data from a submission to these new tables. Only configuration needed is a connection string to the database.
 
Infiniti data sources
            A number of new, built-in data sources have been added to aid in retrieving this analytical information from Infiniti. The data includes the raw data containing the tables, as well as useful views of the data such as the time users spent interacting with certain elements of a form, the points at which people “dropped off” from using a form and how many times people saved their form.
 
 
Design updates
 
A large number of tweaks have been made to Design to aid in more efficient project building. This includes an integration with Microsoft Office that allows live changes to document templates without manually downloading/uploading, an ability to publish a project without going to Manage and much more easily set up question references in workflows.
 
Troubleshooting Mode
 
Troubleshooting mode is a new publish option that aids in identifying issues in projects. When a project is run in troubleshooting mode, extra information is displayed to visualize what logic is going on behind the scenes. This includes displaying invisible question types (such as data sources and variables), reporting data errors and info regarding the actions that ran at generation time.


New features and functionality

Minor

9774 - New data type for text field - Phone Number
9806 - View what projects a fragment is used in
9746 - Placeholders can now be added to a document template
9672 - Reorder-able document templates in web design
9437 - Workflow State as a variable
9459 - Concatenate data source display fields
9472 - Escalations in hours & minutes in addition to days and a specified date
9517 - Data source schema fields can be configured to not be available in Infiniti
9583 - Support 'Microsoft Excel Macro-Enabled Spreadsheet (xlsm)' file format
9606 - Escape Excel Formulas Security Option UPGRADE WARNING
9621 - Internal web authentication changes (ASP.net FormsAuthentication out, OWIN in)
9635 - Hierarchical data sources supported in data driven repeating sections
9667 - Ability to reorder Workflow actions
9692 - Common password denial list
9718 - Allow data-* html attributes in Infiniti forms

9596 - Placeholder text for date picker

9834 – Data Source and Data Object admin REST API endpoints

9891 - Content library admin REST API endpoints

9889 - Currency To Text

9898 - Option to encrypt individual connector setting values

9912 - Same page parent support for data pop up window

9938 - New parameters added to [ProjectLink]

9971 – Add message to Management Console action

10059 - Guest users don't have "Home" button unless they have a Home form defined

10076 - Named repeating sections and pages

10113 - Watermark property for multi-choice drop down questions

10140 – DataGrid grouping

10164 - Custom No Results Found Message for AutoComplete Data Source

 
Major

9788 - Response Metadata as part of data objects that relate to workflow in Infiniti data source
9514 - Response Metadata

 9911 – Troubleshooting Mode
9912 – Live refresh for DataGrid

9923 – Live refresh for dashboards

9964 – Anonymous access support with Windows authenticated environments

10084 - Ability to apply css style to individual form questions and layouts.

 

Code enhancements

 
Cosmetic Changes

9497 - Action and escalation attributes renamed to inputs
9680 - Design: Find, and Find and Replace have been combined into the same dialog
9556 - Project name shows in the browser tab of Design
9730 - produce/Launch.aspx page is now produce/launch (aspx url will still be handled)
9681 - Design: Metadata and Language Translations have been moved to the Project Properties dialog

10012 - CSS class added to questions that have failed validation

10045 – New style for Manage

10107 - "Content" projects renamed to "Form"

 
Obsolete

9491 - Window Design is now hidden by default, replaced by The ClickOnce version of Design

10142 – The windows application version of Design (“App Design”) has been depreciated and will be removed in a future update

 
Design Updates

9487 - Key/Value support for action and custom question inputs
9498 - SQL Server action's "Stored Procedure Parameter" input is now a key/value type
9671 - Webhook action's "Answer Values" input is now a key/value type
9689 - "Custom Headers" Rest action input is now a key/value type

9907 – Right click menu for treeview

10048 - Changing the default question, answer and layout text/titles made easier

10062 - Templates now separated into their own menu in the toolbar

10079 - Click and drag references into text

10088 - Changing flyout panel now hides any existing one before changing to the new one

10089 - Existing project search

10093 - Reference picker now works within the workflow screen

10094 - Link to knowledge base

10097 - TreeView drag over and hover will auto expand the target node

10098 - Find remembers the last "Item" and "Search On" selections

10101 - Visual indicator whether the current item has conditions when on the conditions tab

10102 - Reference picker for fragment output properties

10104 - Publish while saving

10110 - Popup dialog to enter answer names when adding a new multi-choice question

10111 - Drag and drop to create data filters

10161 - Workflow transition name

10170 - Office template editing for Word, Excel, and PowerPoint

 
Adaptive Maintenance
9529 - [Upgrade Note] .NET 4.6.2 required for Manage/Produce, .NET 4.6.0 or later required for Win apps
9688 - Ability to generate new tenancy key
9637 - SQL Server 2005 no longer supported
 

Offline Apps

9908 - Cancel/Delete/Unlock home page actions

10157 - Group tasks added to home page