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2025 - Digital Forms Updates
- Kai Andras
08 May 2025
New Feature: Calculated Dates
TPHP-6592 We’ve implemented the ability for users to create forms that calculate the days or weeks between two dates using various methods (Weeks, Days, Workdays, Workweeks, etc) along with taking into account Hiatus periods. This will give users greater flexibility when it comes to creating contracts and having fields and durations automatically calculated for you.
Digital Forms:
TPHP-7070 An enhancement to the conditional form hiding when drafting a document in the Insert Document screen has been implemented.
If a form has conditional hiding parameters then it will not be possible to manually override the conditions to hide or display a form when initially drafting it. The hiding of the form will always be based on the form hiding conditions that are set when the Form Templates are created.
Online Forms:
TPHP-6974 / TPHP-6976 / TPHP-6972 / TPHP-6973 / TPHP-6975 Implemented the correct displaying and handling of Calculated Fields, String Concatenation, Conditional Form Hiding, Conditional Fields, and Calculated Dates in Online Forms.
TPHP-6970 Fixed a bug with Numeric fields not displaying decimal points.
TPHP-6943 Fixed a bug where data filled into a form was sometimes not carrying over to the next form when that form referenced the same field.
Document Distributions:
TPHP-7082 Fixed a bug where changes to Groups were not always saving correctly, resulting in missed contacts when packets were sent.
01 May 2025
Document Distributions:
TPHP-7020 Increased the size of the watermarked text on PDF documents when displaying Name or Department.
TPHP-7082 Fixed a bug where changes to contacts assigned to groups were not saving under some circumstances.
30 April 2025
Bug Fixes:
TPHP-7037 Fixed a bug where the Resend Email function could fail under some circumstances.
29 April 2025
Bug Fixes:
TPHP-7038 Fixed a bug where External Signer signature positions were resetting to position zero when editing a document.
TPHP-6942 Fixed a bug where the Department and Position fields were throwing a validation error message even if the fields had correct input.
TPHP-6942 Documents that are not payroll packs will no longer display the Payroll Export option in the Approved section. Only documents that are set as Payroll packs will now display this export option.
TPHP-6102 Fixed numerous issues with the Excel Import template that is used to create draft documents.
23 April 2025
Document Distributions:
TPHP-6830 Implemented the ability to resend packets to individual recipients and to see the history of packet sends.
TPHP-7040 Fixed a bug where saving a Group when adding contacts would fail.
TPHP-6691 Fixed a bug where the Packet would not display updated users.
TPHP-6791 Corrected typos on the Delete confirmation modal.
TPHP-7054 Fixed a bug where you could not delete contacts from Groups.
TPHP-7054 Fixed a bug where not all the contacts would display in the GRID UI.
17 April 2025
New Feature: Manually Overwrite Calculated Fields
TPHP-6592 We’ve implemented the ability for users to overwrite the value for input that is based on a Calculated field. This will allow a user in Digital Forms to overwrite any calculated field that isn’t read-only with their own manual input.
Document Distributions:
TPHP-6638 Fixed a bug where if you deleted a contact you could not recreate them later.
TPHP-6703 Fixed a bug where the temporary recipient would be emailed twice
TPHP-6704 Fixed a bug where the the sent date of a copied packet was incorrect.
TPHP-6905 Fixed a bug where the sent date of a packet was incorrect.
TPHP-6905 Fixed a bug where the ordering of a sent packet in the GRID UI was incorrect.
TPHP-6936 Fixed a bug where you could not see groups that were created.
14 April 2025
Document Distributions:
TPHP-6936 Fixed a bug where groups that you created were hidden.
11 April 2025
Administration:
TPHP-6993 Fixed a bug where the Account Edit access fields could not be edited.
09 April 2025
New Feature: Conditional Fields
TPHP-6293 We’ve implemented the ability to set a field type as a Conditional field. This allows you to setup fields in forms that are displayed or hidden based on the input given by users in other fields, allowing you to customise what fields should be displayed to a user.
Administration:
TPHP-6612 Implemented Post Hog into Digital Forms to better support, analyze and track errors that occur when users are using the application.
Document Distributions:
TPHP-6215 Implemented the asynchronous sending of emails for packets in the Document Distribution module.
Bug Fixes:
TPHP-6599 Improved error handling of sending emails and errors sent to TPH Support when approving a form pack fails for a user.
01 April 2025
New Feature: Calculated Fields
TPHP-6037 We’ve implemented the ability to set a field type as a Calculated field. This allows you to setup fields in forms that are calculated based on other fields, giving you the ability to define expressions and calculations to make your form packs more efficient and convenient.
New Feature: Conditional Form Hiding
TPHP-6459 You can now configure forms to be hidden for approvers and external signers based on specific conditions being met for different fields in the forms. This allows flexibility to hide forms when they are not required based on the user’s input.
Bug Fixes:
TPHP-6737 / TPHP-6641 Refactored the “Send for Approval” and “Approve” buttons under the Drafts and Approve tab to accept a single document.
TPHP-6674 Implemented logic checking and error messaging into Online Forms that prevents a user from filling out forms that have been pulled back to Drafts and are waiting to be re-sent for approval.
TPHP-6632 Fields in the Insert Document screen will correctly trim additional whitespace so that values are not displayed incorrectly on the generated PDF forms. This was most common when user’s copied from other sources into DF fields (such as Excel).
25 March 2025
New Feature: Excel Reports will mark Confidential Field data
TPHP-6719 Confidential fields in the Excel Reports will now have their cells coloured with a light red background to help differentiate them from the other fields in the report.
Bug Fixes:
TPHP-6719 Fixed a bug where Confidential fields were not exported into the Excel Reports for ADMIN and SYSADMIN account user types.
TPHP-6768 Fixed a bug where the Enter key on your keyboard was not firing the Login process.
20 March 2025
New Feature: Approver Form Hiding
TPHP-6327 We now support hiding specific forms in the document from being seen by Approvers. When the Form Pack is being configured, you can set which Approvers each specific form is hidden for.
New Feature: Conditional Approvals
TPHP-6327 We now support being able to setup conditional approvals. When the Form Pack is being configured, you can setup conditions based on various fields in the forms which change the approval workflow, allowing you to customise who will be approving the document based on what fields and values are input into the document by users.
Document Distributions:
TPHP-5441 Contacts for the Document Distributions module will now be automatically populated from the Insert Document screen when adding a new user to a document.
Insert Document:
TPHP-6060 Users can now create documents with more than 25 forms.
TPHP-6811 Fixed a bug where saving a document in the Insert Document screen would throw a Validation Error with 0 errors, preventing you from saving the document.
TPHP-6731 Added additional error validation to the signer sequence in the Insert Document screen so that the Signature Positions are forced to be sequential without any missing signatures. This also adds validation to the Copy, Clone and Modify actions.
Bug Fixes:
TPHP-6726 Comments embedded into PDFs will now be hidden on the PDF Viewer
TPHP-6610 Fixed a bug where SysAdmin logins were being logged out erroneously.
TPHP-6606 Implemented some performance improvements when approving a document.
TPHP-6714 Fixed a bug where a corrupted report would be generated and downloaded if the report had zero document records to display.
TPHP-6446 Fixed a bug where ADMIN accounts were not able to leave comments on documents.
TPHP-6521 Fixed a bug where ADMIN accounts were not able to use the Move to Drafts, Clone and Modify actions.
TPHP-6603 Added additional validation to the Login screen fields and making all fields required before the Login function is enabled.
TPHP-6603 Added a “Show Password” button to the Password field on the Login screen.
TPHP-6826 Fixed a bug where the Payroll Pack setting was not saving when setting up a Form Pack.
TPHP-6702 Fixed a bug where the Clone, Modify, Edit and Send actions could fail by the system sending an invalid document identifier.
TPHP-6130 Fixed a bug where Multiple Emails entered into the Form Template screen would not pull through into the Form Pack.
TPHP-6132 Multiple Placeholders have now been added into the Subject Line of Email Templates. This allows further customisation of Email Templates.
27 February 2025
New Feature: Multiple External Signers for a single document
TPHP-6289 We now support using multiple external signers in the approval workflow for each document. This allows you to add as many external signers as you need to each document.
Payroll:
TPHP-6191/TPHP-6278/TPHP-6268 Numerous fixes to the TPH Payroll upload when a contract is fully approved. A payroll flagged contract will now be automatically sent to TPH Payroll when fully approved.
TPHP-6125 Removed the duplicate field validation for the DBField under Form Templates → Form Entry Fields to support TPH Payroll uploads.
Bug Fixes:
TPHP-6451 Fixed the Move to Drafts button failing for ADMIN user account types.
TPHP-6472 Fixed a bug with the Document table not updating after approving a document.
TPHP-6410 Fixed a bug with icons/buttons not correctly displaying in the Documents section.
TPHP-6449 Fixed a bug that sent External Signers a submission reminder email when their contract had already been submitted.
TPHP-6455 Fixed a bug with the Tax Risk and Doc Distribution access options under User Setup not correctly setting permissions to see the modules.
TPHP-6322 Fixed a bug with the Submit button failing in Online Forms if the user refreshed their browser anytime during the form filling process.
22 January 2025
New Feature: Performance Increase when initially creating documents
TPHP-5057 / TPHP-6447 We’ve implemented asynchronous processing when initially creating a contract in the Insert Document screen. You should notice a large speed improvement when saving a document. We will be implementing this speed improvement when editing an existing document in the future.
Bug Fixes:
TPHP-6443 Fixed a bug that prevented users from logging in after having been logged out.
TPHP-6451 Fixed a bug where the Move to Drafts button would fail to move the document back to Drafts.
16 January 2025
New Feature: Daily Reminder Emails for External Signers who haven’t signed documents
TPHP-4984 We’ve implemented daily reminder emails for External Signers. If a external signer has not yet signed and submitted their contract, they will be reminded once per day until it has been completed.
This setting can be turned off per contract from the Pending section by clicking the 3-dot action menu.
09 January 2025
Bug Fixes:
TPHP-6412 Fixed a bug where the Resend Approval Email button would fail to send an email when using ADMIN and SYSADMIN accounts.
TPHP-6401 Fixed a bug where the Tax Risk mapping excel file would download a corrupt form after uploading the file.
08 January 2025
New Feature: Multi-select and Select All is now available in the document table
TPHP-5800 Implemented the ability to multi-select / select all contract records in the WEB UI and undertake actions upon them for sending for approval, approving, and downloading.
Bug Fixes:
TPHP-6411 Fixed a bug where all contract send and approval dates were displaying as 01/01/1970 in the WEB UI.
TPHP-6341 / TPHP-6267 Fixed a security issue and few error message typos in the Document Distribution module.