Sonic Forms 3.0.1712A

Updated on

Highlights

  • iMIS 2017 Support – This version supports new features introduced with iMIS 2017 and is strongly recommended for all users of that release. New features include:
    • New authentication method for determining the logged-in status of a user
    • New Create Account method which is compatible with iMIS 2017
    • Reduced use of the iBO API (currently deprecated by ASI) for data updates
  • Improved Programmability – Form designers can now specify stored procedures on a per-button basis and receive custom error messages directly from their stored procedures to allow for even more complex workflows. The name of the Sonic Form invoking the stored procedure is now available as an optional parameter to all stored procedures.
  • Enhanced email notifications – Improved submission options for notifications on submission including more email addresses and new options for notification email content.
  • New! Activity Form Parts – You can now use Sonic Forms to display and update Activity record information.
  • New! Sonic Forms Document Display – A new complementary product for Sonic Forms Document Manager allows for display of multiple documents for a specified user.

Sonic Forms Release Notes

New Features and Updates

  • Name Change – Fast Forms is now Sonic Forms. As part of this name change, Sonic Forms will now have a release version of 3.x.
  • Integrated Help – Links are now provided to Visual Antidote documentation in both the Form Manager and Admin Panel to help to help guide you when choosing settings and options.
  • Use of va_ConfigParam Table – Sonic Forms now uses entries in a table called “va_ConfigParam” to store configuration options. This makes Sonic Forms more portable between instances (development, test and production) as well as between servers during migration or upgrade.
  • New Optional Parameter for Stored Procedures – In 2.x versions, Fast Forms passed the users’ iMIS ID (or the ID and SEQN if a multi-instance table was specified) to an optional stored procedure for post-submission processing. Beginning with this release, designers can now add an optional “@FORM_NAME” parameter (a 50 character field) to allow a stored procedure to react to the Form Name that is the source of the stored procedure call. Sonic Forms will dynamically assess what parameters that your stored procedure requires before invocation for backwards compatibility.
 
  • Stored Procedure Messaging – Sonic Forms now supports custom messages which are delivered from a stored procedure as follows:
    • Success – A positive value return code (e.g. 100) will show the global Message on Success value or a message passed from a Stored Procedure (if specified)
    • Failure – A negative value return code (e.g. -10) will show the global Message on Failure value or a message passed from a Stored Procedure (if specified)
Using this feature form designers can now provide very specific guidance to a form user based on how the form submission is evaluated by the stored procedure. Some examples:
  • Congratulations! You are now the 750th member to join us from Kansas!
    A dynamic calculation allows us to identify that this person is the 750th person from Kansas and allows that information to be reflected back to the user.
  • We’re sorry, but your essay question needs to be more detailed – please try again.
    In this case, the procedure is able to point to a specific problem in the form submission that was not caught by field level edits (i.e. the field was completed but is not sufficiently detailed).
Stored procedure messages are specified with the “@MESSAGE” output parameter. This
parameter can be any (reasonable) length and HTML tags are supported.
  • Smart Button Options – Buttons in Sonic Forms are even more powerful. The following features have been added:
    • Targeted Stored Procedure – A supplementary stored procedure can be invoked on a button click which allows for different processes to be specified for different scenarios. Users can also opt to run the global stored procedure with a targeted stored procedure if required.
    • Show Stored Procedure Message – If a message is passed back from the specified stored procedure, the message is appended to the overall message displayed for the global stored procedure (if applicable).
  • Dual Error Message Display – Sonic Forms will now display both the Duplicate Record error message and any Message on Success or Message on Failure messages which are specified for a page as two distinct error messages. In earlier releases the Duplicate Record error would suppress the global page error message.
  • Enhanced Email Notifications – New Admin Panel options will allow you to:
    • Specify a “From” address for emails triggered on form submission
    • Specify a Subject Line
    • Add cc and bcc emails to a notification email
    • Embed a custom URL to allow staff one-click access to form results
  • New Checkbox Default Options – Checkbox fields will now have three options on form load:
    • Value from iMIS (default)
    • Unchecked
    • Checked
This will allow form designers to force “reconfirmation” of a checkbox or set a default value to display a preferred choice.
  • Improved Admin Panel Layout – Fields have been expanded and options clarified on the Admin Panel.
  • New Company Lookup View – The Company list which is displayed on sign-up forms where a Company is being chosen is now based on a dedicated view. This allows users to define which companies should be available for selection on forms by adding additional filters to the view (requires server access).
  • New Activity Form Parts – Sonic Forms now offers Form Parts for Activity record fields. Standard fields which are included in the iMIS Activity Record definition are supported. When choosing an Activity field, the user must specify the Activity record type and then the field. The field listing displays two values:
    • The field label from the Activity Record definition; and
    • The underlying field name from the Activity table itself
For example, for the APPLICANT activity type, the field “DESCRIPTION” is labelled as “Committee” and is shown as “Committee (DESCRIPTION)”.

Form designers can deploy both types of fields on their forms and update the activity record appropriately – this allows fields without labels to store additional information.
Activity Form parts support a full range of validation options including a pop-up Calendar for date fields, regular expressions and minimum and maximum range values.


Note: Activity Form parts are being released as “Beta”. If you would prefer not to use these Form Parts until they exit the Beta testing program, you can add a system parameter to suppress this option – please contact Visual Antidote for assistance.
  • New Default Values for Multi-instance Layouts – Multi-instance layouts now have an option to include a default value for a field (text, number or integer types). There are two options:
    • Specified value – a specified text or numeric value that is hard-coded as part of the form definition.
    • URL Value – a specified URL value that is identified using the Sonic Forms token “@ff@”. For example, if a page has the URL parameters ?ID=12345&YEAR=2018 then a default value can be specified for a YEAR field as “@ff@YEAR”. The form will be loaded and display only records from 2018.

Bug Fixes

  • Multi-Select Display, Sort by Code – For multi-select records, the “Sort by Code” option is now available.
  • Multi-Instance Tables with Address Fields – An API level issue prevented pages with multi-instance table fields and address fields from working together properly. This has now been corrected.
  • Change Logging of UD Field Updates – Changes on any user-defined field are now properly logged in the iMIS Change Log.

Known Issues

  • Time and DateTime Fields Not Supported – In this release fields that are designated as “Time” or “DateTime” in iMIS are not supported and are not visible as field selections. This will be addressed in an upcoming release.

VA Redirector

VA Redirector is a complementary product which is included with your Sonic Forms license.

New Features and Updates

  • Integrated Help – Links are now provided to Visual Antidote documentation on the Admin Panel to help to help guide you when choosing settings and options.

Sonic Forms Document Manager

Sonic Forms Document Manager is a separately licensed product designed to work with Sonic Forms.
  • Name Change – Fast Forms Document Manager is now Sonic Forms Document Manager. As part of this name change, Sonic Forms Document Manager will now have a release version of 3.x.
  • Bug Fix – The “Upload” button is now disabled when more than the maximum number of documents have already been uploaded on the page.
  • Use of va_ConfigParam Table – Document Manager now uses entries in a table called “va_ConfigParam” to store configuration options. This makes Document Manager more portable between instances (development, test and production) as well as between servers during migration or upgrade.
  • Integrated Help – A handy link is now provided on the Document Manager admin panel to link you back to Visual Antidote’s on-line documentation to help guide you when choosing settings and options.
  • New Sonic Forms Document Display Web Part – Document Manager now has a complementary web part (iPart) which can be used for the display of multiple documents from different sources on a single page. This iPart is perfect for staff portals and other applications where documents from multiple sources need to be gathered together. Note that this web part only permits viewing and downloading of existing documents.