Extension Kit for M-Files | Unitfly
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    • Extension Kit Core
    • Extension Kit Document AI
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  • Solutions
    • DOCUMENT ACTIONS

      • Work with barcodes, watermarks, and images
        Automatically add and read barcodes, or add or remove watermarks and images.
      • Encrypt and decrypt files
        Automatically encrypt and decrypt files in M-Files.
      • Work with electronic and digital signatures
        Automatically add signatures and digital certificates to your documents.
      • Gain more control over your PDF files
        Merge, split, convert, undo conversion, and revert to the original document.
      • Sync data between Excel or Word with M-Files
        Populate Excel and Word files or read data from documents to update/create objects in M-Files
      • Perform advanced file export/import
        Import files from SFTP or file share and read associated metadata. Export files and metadata. Zip/unzip documents
      • AI and ML classification and metadata extraction
        Use the power of AI and Machine Learning to automatically classify and extract important documents

      OBJECT ACTIONS

      • Automate object creation and duplication
        Create and duplicate objects from templates and sync between vaults.
      • Validate objects and metadata
        Control object permissions and validate related objects and metadata
      • Control object numbering and versioning
        Define any custom object versioning and numbering formats

      INTEGRATIONS

      • Advanced SQL integration
        Set property values from SQL, call stored procedures, execute SQL functions, and more.
      • REST/HTTPS integrations
        Keep systems in synchronization using HTTPS and REST API
      • Office 365 and Microsoft Azure integration
        Use Azure or Office 365 services to exchange the data with M-Files

      REPORTING AND ANALYTICS

      • Create reports from M-Files data
        Define the data set and create reports (Excel, Word,...) Schedule or user triggered.
      • Export M-Files data for process analysis
        Export M-Files data in event-based format for process analysis

      PROPERTY OPERATIONS

      • Automatically set property values
        Use prebuilt expressions like Math, Date, Regex, and other operations
      • Copy and set property values
        Set properties on objects or copy from other based on different rules and triggers.
      • Count and math operations on related objects
        Enumerate related objects and apply math operations on properties

      NOTIFICATIONS

      • Send emails to external parties
        Send branded emails to external parties based on predefined rules.
      • Send emails with attachments
        Define which documents you want to automatically attach to your emails.

      UI

      • Embed web pages in M-Files
        Display external reports and web pages directly in M-Files tabs
  • Products
    • Extension Kit Core
    • Extension Kit Document AI
    • Extension Kit Cloud Connector
    • Extension Kit REST Object Type
    • Extension Kit Process Intelligence
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Extension Kit for M-Files | Unitfly
  • Solutions
  • Products
    • Extension Kit Core
    • Extension Kit Document AI
    • Extension Kit REST Object Type
    • Extension Kit Cloud Connector
    • Extension Kit Process Intelligence
  • Pricing
  • Resources
    • Documentation
    • Insights
    • Extension Kit Academy
    • Free trial
    • Download center
  • Solutions
    • DOCUMENT ACTIONS

      • Work with barcodes, watermarks, and images
        Automatically add and read barcodes, or add or remove watermarks and images.
      • Encrypt and decrypt files
        Automatically encrypt and decrypt files in M-Files.
      • Work with electronic and digital signatures
        Automatically add signatures and digital certificates to your documents.
      • Gain more control over your PDF files
        Merge, split, convert, undo conversion, and revert to the original document.
      • Sync data between Excel or Word with M-Files
        Populate Excel and Word files or read data from documents to update/create objects in M-Files
      • Perform advanced file export/import
        Import files from SFTP or file share and read associated metadata. Export files and metadata. Zip/unzip documents
      • AI and ML classification and metadata extraction
        Use the power of AI and Machine Learning to automatically classify and extract important documents

      OBJECT ACTIONS

      • Automate object creation and duplication
        Create and duplicate objects from templates and sync between vaults.
      • Validate objects and metadata
        Control object permissions and validate related objects and metadata
      • Control object numbering and versioning
        Define any custom object versioning and numbering formats

      INTEGRATIONS

      • Advanced SQL integration
        Set property values from SQL, call stored procedures, execute SQL functions, and more.
      • REST/HTTPS integrations
        Keep systems in synchronization using HTTPS and REST API
      • Office 365 and Microsoft Azure integration
        Use Azure or Office 365 services to exchange the data with M-Files

      REPORTING AND ANALYTICS

      • Create reports from M-Files data
        Define the data set and create reports (Excel, Word,...) Schedule or user triggered.
      • Export M-Files data for process analysis
        Export M-Files data in event-based format for process analysis

      PROPERTY OPERATIONS

      • Automatically set property values
        Use prebuilt expressions like Math, Date, Regex, and other operations
      • Copy and set property values
        Set properties on objects or copy from other based on different rules and triggers.
      • Count and math operations on related objects
        Enumerate related objects and apply math operations on properties

      NOTIFICATIONS

      • Send emails to external parties
        Send branded emails to external parties based on predefined rules.
      • Send emails with attachments
        Define which documents you want to automatically attach to your emails.

      UI

      • Embed web pages in M-Files
        Display external reports and web pages directly in M-Files tabs
  • Products
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    • Extension Kit Document AI
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Release Notes
  • Do more with M-Files

Extension Kit for M-Files | Documentation

Getting Started

  • About Extension Kit Core
  • User Interface
  • Groups and Modules
  • Installation

Essentials

  • How to Create Rules
  • Rule Execution
  • Common Features

Configurations

  • Orchestrator
    • About the Module
    • Configuration
    • Use Cases
  • Embedded Dashboards
    • Module Introduction
    • Configuration
  • Object Templates
    • About the Module
    • Configuration
    • Use Cases
  • Property Calculations
    • Module Introduction
    • Use Cases
    • Simple Rule Configuration
      • Triggering options
      • Calculation options
    • Advanced Rule Configuration
      • Advanced rule configuration
  • Property Operations
    • Module Introduction
    • Use Cases
    • Simple Rule Configuration
      • Trigger-related Options
      • Target-related Options
      • Property error handling behaviour and Act as user
    • Advanced Rule Configuration
      • Advanced Rule Configuration
  • Document Processing
    • Module Introduction
    • Use Cases
    • Simple Rule Configuration
      • Triggering options and State actions
      • Action: Convert to PDF or Undo PDF conversion
      • Action: Add or Remove watermark
      • Action: Add or Remove signature
      • Action: Merge or Undo merge documents
      • Action: Restore original / Sync file names with object title
      • Action: Add or Read barcode
      • Action: Add, Replace or Remove file / Add blank page
      • Add digital signature
    • Advanced Rule Configuration
      • Advanced Rule Configuration
  • Auto State Transition
    • About the Module
    • Configuration
    • Use Cases
  • E-mail Notifications
    • Module Introduction
    • Use Cases
    • Extension Kit – O365 OAuth Setup Manual
    • Simple Rule Configuration
      • Triggering options
      • Mail server
      • Email configuration
      • Delivery notification and Properties
    • Advanced Rule Configuration
      • Advanced rule configuration
  • Extended Assignments
    • About the Module
    • Configuration
    • Use Cases
  • Extended Auto Properties
    • About the Module
    • Configuration
    • Use Cases
  • Extended Permissions
    • Module Introduction
    • Use Cases
    • Simple Rule Configuration
      • Trigger-related Options
      • Permission Options
    • Advanced Rule Configuration
      • Advanced Rule Configuration
  • Auto Numbering Properties
    • About the Module
    • Configuration
    • Use Cases
  • Object Operations
    • Module Introduction
    • Use Cases
    • Simple Rule Configuration
      • Trigger-related Options
      • Action: Create objects
      • Action: Duplicate objects
    • Advanced Rule Configuration
      • Advanced Rule Configuration
  • Property Builder
    • About the Module
    • Configuration
    • Use Cases
  • Validation
    • Module Introduction
    • Use Cases
    • Simple Rule Configuration
      • Triggering options
      • Property validation rules
    • Advanced Rule Configuration
      • Advanced rule configuration
      • Advanced Property validation rule configuration
  • SQL Integration
    • Module Introduction
    • Use Cases
    • Simple Rule Configuration
      • Triggering options and Execution mode
      • SQL settings: Value from and Connection string
      • SQL settings: Query and Rollback query
      • Property setting options
    • Advanced rule configuration
      • Advanced rule configuration
  • HTTP Integration
    • About the Module
    • Configuration
    • Use Cases
  • Excel Reader
    • About the Module
    • Use Cases
    • Configuration
  • Excel Writer
    • About the Module
    • Configuration
  • Word Reader
    • About the Module
    • Configuration
  • Word Writer
    • About the Module
    • Configuration
  • Extension Methods
    • About the Module
    • Use Cases
    • Configuration
  • Versioning
    • About the Module
    • Configuration
    • Use Cases
  • Reporting
    • About the Module
    • Configuration
    • Use Cases
    • Extension Kit – O365 OAuth Setup Manual
  • Data Transfer
    • Configuration
    • Use Cases
  • Vault to Vault
    • About the Module
    • Configuration
    • Use Cases
  • Logging
    • Logging
  • Archiving
    • Module Introduction
    • Simple Rule Configuration
      • Triggering options
      • Action type: Compress
      • Action type: Decompress
    • Advanced Rule Configuration
      • Advanced Rule Configuration
  • Insights
    • Module Introduction
    • Configuration Backup Settings
    • Use Cases

Resources

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  • Release Notes
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  • Release Notes

Release Notes

25.5.0 #

Released on 2025-05-16

Features

  • Document processing
    • New action – Optical Text Extraction (#1869)
  • Object operations
    • New action – Delete objects (#1542)
      • Add or remove references in single version (#2261)
  • Property operations
    • Add ‘ObjectDeleted’ trigger (#1259)
  • Http Integration
    • Refactor/Redesign module configuration (#2172)
      • Save Objects – make Target search & Target search match conditions execute before creating value for each property (#2176)
      • Set files – Handle duplicate file names by appending a suffix (#2221)
  • Orchestrator
    • Add ‘ObjectDeleted’ trigger (#2234)
  • Other
    • New Trigger – Button click (#2069)
      • Optimized rule source matching for ‘Object Changed’ and ‘Object Metadata Changed’ triggers (#2168)
      • Add custom naming for property mappings and actions where missing (#2160)
      • Upgrade Aspose packages (#1660)

Bug fixes

  • SQL integration
    • Problem with ‘Object destroyed’ in SQL Integration (#587)
  • Http Integration
    • Convert to SFD not working (#2220)
  • Word writer
    • Inserting blank on bookmark does not remove all images (#2181)
  • Embedded dashboards
    • Hide dashboard when rule or group is disabled (#2244)
  • Other
    • Button actions – Right click menu order not as described. Order in the menu (lower numbers appear first) (#2219)
      • Button actions – Trigger source not hidden when RunOn is configured to take objects from UI (#2254)

25.4.0 #

Released on 2025-04-14

Features

  • Logging
    • Add support for telemetry (#2097)
  •  Other
    • Add tracing to telemetry logs in trigger based modules (#2135)
      • Add tracing to telemetry logs in property based modules (#2136)
      • Add tracing to telemetry logs in file based modules (#2137)

Bug fixes

  • Word writer
    • Insert images to bookmark not preserving order from multilookup property (#2014)
      • Insert images resize issue (#1983)
  • Extended auto properties
    • Triggering rules is not case sensitive (#933)
      • Expression parsers not working with multi select properties (#1356)
      • Update help text for Expression Type Simple (referencing properties by ID) (#2017)
  • Other
    •  Prevent duplicate rescheduling of a scheduled rule (#2006)

25.3.4 #

Released on 2025-04-03

Bug fixes

  • Data Transfer
    • Simple import not encrypting file (#2120)

25.3.3 #

Released on 2025-03-31

Bug fixes

  • Document processing
    • Object metadata change creating infinite new versions of object (#2105)

25.3.2 #

Released on 2025-03-25

Bug fixes

  • Other
    • Destroy Task Queues not removing all tasks (#2095)

25.3.1 #

Released on 2025-03-21

Bug fixes

  • Other
    • Keep Insights vault metadata export task for backwards compatibility (#2094)

25.3.0 #

Released on 2025-03-20

Features

  • Extended auto properties
    • NOWUTC Auto properties function (#164)
  • Document processing
    • Digital Signature – Specify HTML apperance (#1985)
    • Support triggers (#855)
    • AddDigitalSignature – add option to use @SignatureDateTime@ (#2023)
    • Action execution optimizations (#2013)
    • Add option to execute all rule actions in single version (#2063)
    • New action – Convert to searchable PDF (#2073)
  • Data transfer
    • Add SetProperty functionality (#2061)
  • Other
    • Trigger based modules – SingleFile property handling on Create/Update (#1957)
    • Function – NowUtc date parameter (#1999)
    • ‘Triggered by Extension Kit’ version label enable/disable option in module Advanced settings (#383)
    • Add Tracing functionality (#2083)
    • Moved configuation backup to advanced settings (#2089)
    • Add support for child/parent activities in tracing logs (#2088)

Bug fixes

  • Extended auto properties
    • NOWTZ date format parser not working for Timestamp properties (#1581)
    • Replace function does not work with comma character (#1663)
    • Incomplete documentation for Date format parser (#2045)
    • Boolean Type Property value can not be set to a new Boolean Type Property (#2052)
  • SQL integration
    • Object Changed rule triggered on object deletion (#85)
  • Property calculations
    • Count function counts deleted objects (#2014)
  • Document processing
    • File altered or corrupted after digitally signed (#2038)
    • AddDigitalSignature – Applying a multiline signature results in a corrupted PDF file (#2049)
    • Escape special characters in filename (#2057)
    • Merging documents with a removed digital signature fails (#2062)
  • Data transfer
    • Import – Wrong UNC name calculated from path (#2042)
  • Orchestrator
    • Monitored properties not working (#1253)
  • Http Integration
    • Scheduled rules are still occurring even though the EK license is invalid and the modules are disabled in the dashboard (#1979)
  • Other
    • Trigger based modules – SingleFile property handling on Create/Update (#1711)
    • Function – DateParameter – DateFormat property ignored (#2007)
    • Dashboard – Scheduled tasks – display timestamp in appropriate time zone (#1995)

25.2.0 #

Released on 2025-02-17

Features

  • Insights
    • Metadata export (#1934) – Zip insights files (#1948)
  • Document processing
    • New action – Add Digital Signature (#1921)
  • Data transfer
    • Simple import (#1954)
  • Word writer
    • Option to insert multiple objects in insert image and insert excel object actions (#1936)

Bug fixes

  • Object operations
    • Duplicate action – Error parsing end date from property in interval iterator type (#1932)
  • Excel reader
    • Missing options in Configuration (Last Row and Last Column) (#1257) – Missing options for default value of “Is vertical?” (#1258) – Get excel data from range settings persist after selecting “No” (#785)
  • Document processing
    • AddDigitalSignature – datetime format not applied (#1953) – Add signature – dynamic placeholders not resolving (#1967)
  • Http integration
    • Bug with security attribute “change by” for vault admin accounts due to missing guids in configuration (#1956) – Add functions to body variables (#1959)
  • Embedded dashboards
    • Tab multiplication (#1978)
  • Auto numbering properties
    • Retry COM exceptions in NVS operations (#1963)
  • SQL integration
    • Add support for time property type in dynamic parameters (#1989)
  • Object operations
    • Duplicate detection overwrite does not overwrite different file format (#1405)
  • Other
    • More verbose logging when matching triggers (#1957)

25.1.0 #

Released on 2025-01-22

Features

  • New modules
    • Embedded dashboards (#1717)
  • Document processing
    • Split action – New option for dynamic split mode (#1814)
  • Embedded dashboards
    • Add persistent tab (#1850)
  • E-mail notifications
    • Limit on demand execution to N objects (#1804)
  • Other
    • Dashboard – Add new button Destroy Task Queues (#1832)
      • Configuration mapper – New action to map array values to object (#1907)

Bug fixes

  • Document processing
    • Split action – required default options (#1768)
    • Split action – File name template overriding documents when parameters are not used (#1769)
    • Split action – Name or Title setup fail (#1771)
    • Remove file action – not preserving multi file document (#1864)
    • Add signature action – Add signature text on location results in adding blank pages (#1877)
  • Embedded dashboards
    • Tab title not updating (#1831)
  • Auto numbering properties
    • wrong numbering order (#1922)
  • Object operations
    • Create action – Handle escaped characters in template filename (#1916)
  • Property operations
    • Comment value not adding on Object changed (#1862)
      • Trigger on target change configuration setting is shown when trigger type is on-demand (#1808)
  • Http integration
    • Unable to add file to SFD (#1645)

5.4.3 #

Released on 2025-01-02

Bug fixes

  • Data transfer
    • Sftp settings – Missing security attributes (#1874)

5.4.2 #

Released on 2024-12-09

Bug fixes

  • Http integration
    • Save objects – Target Search not working when Source is empty and Static property is not set (#1848)

5.4.1 #

Released on 2024-11-15

Bug fixes

  • Insights
    • Hide disk backup configuration for cloud release (#1809)

5.4.0 #

Released on 2024-11-12

Features

  • New modules
    • Insights (#467)
      • Archiving (#1591)
  • Object Operations
    • Add new action Duplicate (#1506)
      • Duplicate action – Interval settings – add value from option for dynamic interval properties (#1545)
  • Document Processing
    • New action – Split document (#141)
    • New actions – Encrypt file/Decrypt file (#1647)
  • HTTP Integration
    • Support content-type header parameters (#1600)
      • Support rule execution without trigger source object (#1719)
      • Add option to skip update of objects in Save objects configuration (#1792)
  • Validation module
    • Add extended operators to dynamic search conditions in Specify search (#1620)
  • Orchestrator
    • Add option to set static properties based on a rule error handling behaviour (#1621)
  • Excel Reader
    • Add option to set static properties (#1632)
    • M-Files action – add option to read cell values as strings (#1643)
  • Insights
    • Configuration backup to Disk (#337)
      • Configuration backup to Vault (#467)
      • Configuration backup to NVS (#289)
      • Send configuration change audit entries to SEQ (#1652)
  • SQL Integration
    • Don’t try to map empty values when mapping lookup property by property on lookup object (#1618)
    • Dynamic parameters – Add File ID and GUID options (#1650)
  • Word Writer
    • Insert table from Excel range (#1505)
  • Extended Auto Properties
    • Support daily recalculation for all date parsers (#1805)
  • Data Transfer
    • Import action: Add option to encrypt imported files (#1773)
  • Reporting
    • Export objects via search – Add option to look in AllObjVersions (#1763)
  • Other
    • Generate mfappx installer instead of zip (#1562)
      • Enable using vault search in rules that are orchestrated (#1619)
      • Support And operator in dynamic search conditions in Trigger source object (#1623)

Bug fixes

  • Excel Reader
    • Skipping empty rows from excel (#1559)
  • Word Writer
    • InsertTable merges tables when multiple InsertTable File actions are invoked (#1578)
      • InsertTable File action does not position the table at the original table place in Word (#1579)
  • HTTP Integration
    • File from response not added to object when rule is executed in EH (#1637)
      • Replace obsolete Uri.EsacpeUriString with Uri.EscapeDataString (#1640)
      • Static properties not set for objects created from response (#1708)
      • When multiple files are included in the response, only the filename of the first file is extracted (#1803)
  • Object Operations
    • Create action – Duplicate detection not overwriting file (#1701)
  • Document Processing
    • Add signature – rule not executed when filename containes escaped characters (#1662)
  • Vault to Vault
    • Missing boolean value for deleted status field condition (#1702)
  • Extended Auto Properties
    • Bug with built-in properties in filter and stop conditions (#1501)

5.3.2 #

Released on 2024-08-30

Bug fixes

  • Other
    • Bug with security attribute ChangeBy for vault admin accounts (#1599)

5.3.1 #

Released on 2024-07-26

Bug fixes

  • E-mail notifications
    • Attachments selection via Reference returns files from first referenced object only (#1476)
    • Ignore (deleted) objects in referenced property when Attachments selection set to Reference (#1478)

5.3.0 #

Released on 2024-07-18

Features

  • Extended Permissions
    • Fix configuration descriptions (#1470)
  • SQL Integration module
    • Add option Value from to dynamic queries and parameters in SQL settings (#1445)
      • SQL server – extract connection string parameters as separate configuration options (#1463)
  • HTTP Integration
    • Save files – Add option to update first file when filename is empty and update file content set to true (#1471)
    • Show option to convert object to SFD when save files configuration is not empty (#1486)
    • Set properties – Add option to set static properties based on a response (#1487)
  • Reporting
    • Add new setting to Excel settings – ConvertNumericData (#1475)
  • Word Writer
    • Insert tables to Word (#1466)
  • Document Processing
    • New action – Add blank page (#1498)

Bug fixes

  • Other
    • Passwords are not hidden in collection items (#1331)

5.2.0 #

Released on 2024-06-26

New modules

  • Extended Permissions (#1244)
  • Word writer (#1165)

Features

  • SQL integration module
    • Add option to set static properties (#1427)
    • Add option to set properties on – Targets (#1345)
  • Reporting
    • Enable selecting background execution mode (#1404)
    • Objects to export – Add option to search targets by reference (#1325)
    • Advanced word report with paragraphs, tables and text (#1217)
  • Document processing
    • On replace file action keep original file name (#1415)
    • Add option for dynamic values when setting Merged file name (#1315)
    • Add option to delete (remove) file from object (#1364)
    • Add option to add or replace file (#1296)
    • Add option to add barcode/qr code (#190)
    • Add option to read barcode (#1284)
  • Excel reader
    • Add option to Skip existing rows or columns (#1382)
    • Map by options for lookup properties in row or column mappings (#1314)
    • Add support to extract multiple objects from horizontal range table (#1214)
  • Word reader
    • Map by options for lookup properties in word mappings (#1361)
  • Orchestrator
    • Support for FileBased modules (Excel writer and Word writer) (#1287)
  • Vault to vault
    • Add new action Read. And option to save created object ID on source in Create action (#1247)
  • Other
    • Add support for OAuth (O365) in E-mail notifications and Reporting module (#709)

Bug fixes

  • Data transfer
    • Add export folder path type to get static or dynamic folder path (#1207)
  • Excel reader
    • Handle duplicated rows or columns in excel table data (#1399)
  • Document processing
    • AddOrReplaceFile action – ReplaceOnCustomObject – keep single file or multi-file behavior (#1316)
  • Http integration
    • Parsing XML with multiple root element (#1248)
    • Filename expression field missing when Filename expression type is Dynamic, Static or XPath (#1192)
  • Excel writer
    • Content below the range is overwritten in copy range action (#1233)

5.0.0 #

Released on 2024-02-27

Features

  • HTTP Integration
    • Add PATCH method to HTTP module (#1178)
  • Other
    • Merge EK and EK cloud repositories (#1097)
    • Upgrade VAF and change logging (#1149)

4.8.4 #

Released on 2024-01-31

Bug fixes

  • Document processing
    • Get file from Reference or Custom object returns only the first object in MergeDocuments file action (#1180)

4.8.2 #

Released on 2024-01-23

Bug fixes

  • Orchestrator
    • Missing rule picker for Word reader module (#1138)

4.8.0 #

Released on 2024-01-18

New modules

  • Excel Writer (#824)
  • Word Reader (#646)

Features

  • Reporting
    • Enable SFD – MFD conversion for AddAsAdditionalFile type of export (#112)
    • Setting datatype to multi line text, when using text and multi lookup properties in dynamic condition to avoid trimming long text (#821)
    • Add dynamic expression in properties to export (#853)
    • Option to set properties on source object (#546)
    • Object changed loop – Add validation to configuration and prevent rule execution in such cases (#832)
  • Word reader
    • Wildcard support for multiple table load (#756)
  • Property operations
    • Option to choose delimiter for multi select properties (#774)
    • Property setter – standardize dynamic search conditions in specify search with vault search (#1024)
  • Extended auto properties
    • Option to choose delimiter for multi select properties (#774)
    • New optional parameter Transliterate in ToLower and ToUpper text expressions, and new text expression Replace (#773)
    • Max & Min date auto property functions (#714)
    • User Expressions – enable taking login account information (#918)
  • Excel reader
    • Custom lookup values delimiter in row or column mapping (#819)
    • Set properties from source object (#824)
  • Excel writer
    • Add option to populate sheet cell (#864)
  • Object creation
    • Add duplicate detection (#889)
    • Enable option to choose between single and multi file document (#935)
  • Property builder
    • Rollback query removed from configuration in property builder module (#787)
  • Http integration
    • Add support to set object multilookup property from response with result cardinality set to Array (#1011)
    • Add object creation from Http response (#1051)
    • Save file from XML Http response (#1085)
  • Orchestrator
    • Validation rule exception with custom message not thrown (#1019)
  • Other
    • Property Builder TAF tests (#65)
    • New operators Is contained in, Is not contained in (#776)
    • New trigger – ObjMetadataChanged (#824)

Bug fixes

  • Document processing
    • Text overlay when adding signatures in location (#972)
  • Word reader
    • Lookup property delimiter missing in Table mappings (#782)
    • Multiple objects failing to create with FromHeader option (#988)
    • Empty rows are not skipped in vertical tables (#1076)
  • Excel reader
    • Horizontal range M-Files action – bug in reading columns from table (#842)
    • Bug in reading mixed value types in column from range object (#1015)
    • Properties from source object are creating duplicated objects from horizontal range (#1020)
  • Excel writer
    • Bug in populating multiple file actions in one rule (#879)
    • CopyContent action problem with merged cells (#908)
    • Bad workbook file format (#948)
  • Extended auto properties
    • Regex parser does not properly extract value from multiline text property with newlines (#41)
  • Property operations
    • Property setter – Specify search – Exclude source from search results setting ignored in dynamic conditions (#1059)
  • Reporting
    • Error with empty duplicate values (Source file from trigger) (#789)
  • Object creation
    • Duplicate detection – wrong object type setting (#1075)
  • Other
    • Invalid property change handling for comment and version label (#180)
    • Add all possible values to multi-value lookup (#937)
    • JSchema not generated due to license limitations (#971)

4.6.4. #

Released on 2023-11-08

Bug fixes

  • Mapper
    • Correct config-diffs for PropertyErrorHandlingBehaviour in 4.4.0 (#970)

4.6.2. #

Released on 2023-09-07

Bug fixes

  • Property operations
    • Regex functions not finding objects in lookup properties (#689)

4.6.0 #

Released on 2023-08-31

Features

  • Document processing
    • New state action – SyncFileNamesWithObjectTitle (#507)
  • Excel integration
    • Cell “Alias”/Name support (#175)
    • Add vertical and horizontal cells range to M-Files actions (#283)
    • Update source object (#339)
    • Add table range to M-Files actions (#443)
    • Replace name range or sheet content on target file (#515)
  • SQL integration module
    • Add background execution mode (#577)
  • Other
    • Add One of and Not one of the operators in dynamic search (#434)

Bug fixes

  • Document processing
    • Line break doesn’t work on text placeholder signatures (#152)
  • Validation module
    • Problem with One of operator (#631)
  • Reporting
    • Duplicated lines in excel report (#736)

4.4.14 #

Released on 2023-07-14

Bug fixes

  • Excel integration
    • Clear error property on success after retry (#575)
  • Reporting
    • Duplicating items in excel report (#614)

4.4.12 #

Released on 2023-05-25

Bug fixes

  • Extended assignments
    • Approvement object not added on source (#548)

4.4.10 #

Released on 2023-05-18

Bug fixes

  • Property operations
    • Append text property from child objects to parent object is not working (#528)

4.4.8. #

Released on 2023-05-04

Bug fixes

  • Excel integration
    • Custom database schemas bug (#508)

4.4.6. #

Released on 2023-04-12

Bug fixes

  • HTTP Integration
    • File update error on multifile object (#473)
  • Other
    • Scheduled rules are not scheduled when server is on UTC- timezone (#479)

4.4.4. #

Released on 2023-04-03

Bug fixes

  • Configuration mapper
  • Configuration mapper move key failing when moving to child object (#417)

4.4.2. #

Released on 2023-03-29

Bug fixes

  • Document processing
    • AddSignature action – get image path from placeholder text (#444)

4.4.0 #

Released on 2023-03-20

Features

  • Http integration
    • Setting properties from multipart response (#160)
    • Remove empty elements from HTTP body (#403)
  • Excel integration
    • Add name on excel action (#340)
    • Add enable option on excel action rule (#342)
  • Extension methods
    • Allow executing scheduled rules without source object (#428)
  • Validation module
    • Added object deleted trigger (#427)
  • SQL integration module
    • Allow executing scheduled rules without source object (#309)
  • Other
    • Added Cron expressions to Frequency options in scheduled rules (#109)
    • Error handling behaviour for property setters on single rule (#110)
    • Added ObjectProperty option in mapping property by ObjectLookup (#91)

Bug fixes

  • Document processing
    • Error when adding new file on single-file object (#395)
  • Excel integration
    • Issue with schemas in database (#364)

4.2.16 #

Released on 2023-03-15

Bug fixes

  • Document processing
    • Document name changed when undoing PDF conversion (#425)

4.2.14 #

Released on 2023-03-08

Bug fixes

  • HTTP integration
    • When file update is selected, the rule is looped (#415)
    • HTTP Response On Success does not work if response is 201: Created (#404)

4.2.12 #

Released on 2023-02-28

Bug fixes

  • Logging
    • Logs are not displayed in dashboard (#411)
  • Other
    • Installation blocked (#410)
    • Scheduled rules not rescheduled (#412)

4.2.10 #

Released on 2023-02-20

Bug fixes

  • Document processing
    • Document Processing version Label from gets overwritten (#394)
  • Orchestrator
    • Orchestrator rules not being scheduled (#397)
  • Other
    • Daily property recalculation not rescheduled (#392)
      • Messages forwarded from Event Log multiplicated in Seq (#363)
        • Multiple instances of scheduled rules running (#376)

4.2.8. #

Released on 2023-02-06

Features

  • HTTP integration
    • Update file in vault from HTTP response (#92)
    • Set property both on error and on success (#147)
    • Logging improvements (#116)
  • Data transfer
    • Create single or multifile documents on import (#301)
  • Extended property operations
    • Contains operator error (#103)
    • When selected Copy mode is FromSourceToTarget add new option in rule config TriggerOnSourceOnly, and when is true rule will be triggered only when changes are made on source (#295)
  • Logging
    • Enable/disable app dashboard sink (#311)
    • Batching in dashboard log sink (#360)
    • Better event log forwarding (#363)
  • Configuration
    • Enable/disable configuration flag for rule groups (#196)
    • Separate OnDelete & OnDestroy triggers (#94)
    • Rename Object templates module (#298)
    • Improvements to Result M-Files property type (#107)
  • Extension methods
    • Specify search option (#104)
  • Other
    • Clear old transaction data from NVS (#359)

Bug fixes

  • Configuration
    • Trigger object not shown in configuration when default trigger is used and Single object mode is selected in Calculated properties (#159)
    • Missing field for declaring static value (#297)
  • Data transfer
    • Too long path of temporary files (#300)
  • Auto Properties
    • Regex expression does not work with groups (#338)
  • Excel integration
    • SQL query parameter values not included in error message (#361)
  • Extended reporting
    • Error handling for duplicate documents on object (#114)
  • Extended auto numbering properties
    • Custom numbering type – increment is not working as expected  (#204)
  • Other
    • Scheduled rules stop executing after some time (#195)
    • Lock conflict issue (#253)

4.2.6 #

Released on 2022-11-22

Features

  • Excel integration
    • SQL sink in Excel integration module (#40)
  • HTTP integration
    • OAuth support in HTTP integration module (#139)
  • Email notifications
    • Option to send Digest e-mail as single or separate e-mails (#130)
    • Set properties option in E-mail notification rules (#138)
  • Orchestrator
    • Support for Auto properties in orchestration (#90)
  • Vault to vault
    • Better options when setting lookup based target properties (#108)
  • Auto Numbering Properties
    • Integer format option in Simple numbering (#203)
  • Other
    • New module names in configuration (#212)

Bug fixes

  • SQL integration module
    • Date Data Type missing in list of available properties for Stored procedure parameters (#58)
    • Missing configuration for SQL parmeter default value when Specify option is selected (#)
  • Extended reporting
    • Error generating Extended reporting export via mail when no trigger object is selected (#192)
  • HTTP integration
    • HTTP credentials not working when URL is dynamic expression (#197)
  • Orchestrator
    • Not all orchestrated rules get executed (#213)
  • Property operations
    • Event Handler task is triggered twice and object locks (#216)
  • Data transfer
    • Property setter for “Set as name” does not override default value (#217)
    • Too long path of temporary files generates ‘FileNotFound’ error (#219)
    • Files not imported when Hierarchy import is configured (#251)
    • Better log messages (#252)
  • Dashboard
    • Digest rules shown on dashboard as Run Once rules (#80)
    • Dashboard generation invalid character error (#83)
  • Configuration
    • Missing Trigger source settings when ObjectLeftState trigger is selected (#115)
    • Configuration mapping bugs (#56)
  • Other
    • Background Tasks errors not logged (#105)

4.2.4 #

Released on 2022-09-19

Bug fixes

  • Extension method response not logged when extension method is executed
  • Conditions incorrectly not matched when changing workflow states in event handler

4.2.2 #

Released on 2022-08-23

Features

  • Configuration
    • New dynamic search filter in trigger source
  • Dashboard
    • Removed warning logs generated on dashboard refresh
    • Added Refresh button
  • SQL integration module
    • Parameters for SQL queries
    • Configurable timeout for SQL queries
  • Document processing module
    • Convert Word file before Merging with PDFs
    • Execution mode for Document Processing
  • Extended property operations module
  • Changing workflow state property in event handler

Bug fixes

  • Configuration
    • Duplicate values in multi select lookup properties behavior fixed
    • Digest rules not executed fixed
    • Security improvements
  • SQL integration module
    • Return value mapping fixed
    • Rollback query not executed fixed
  • Data Transfer module
    • Wrong title used in Data Transfer file import fixed
  • Email notifications module
    • Digest notification not working fixded
  • Extended reporting module
    • Export on disk error fixed

4.2.1 #

Features

  • Sftp export option in Extended reporting, (#389)

Bug fixes

  • Exporting on disk does not work in Extended reporting (#388)
  • Dashboard unavailable when there are too many tasks (#387)
  • Validation module – Bug in Does not contain operator (#386)

4.2.0 #

Released on 2022-05-23

Features

  • Add delay option to all background tasks (#371)
  • Support OR and AND operators in Dynamic search filters for Value from (#367)
  • New option in ValueFrom: Specify (#361)
  • Transactional and non-transactional background execution modes (#357)
  • New module – AutoStateTransition (#333)

Bug fixes

  • Missing error details in log when getting tasks for module fails (#384)
  • Data transfer transaction timeout (#383)
  • Data transfer deleting entire folder after file import (#380)
  • Dynamic search stops too early (#379)
  • Filename option in HTTP module allows invalid filenames (#378)
  • Error details missing when commiting rule changes with error handling behavior continue (#375)
  • Document processing placeholder signature formatting not working (#365)
  • Schedule trigger not working (#353)

4.2.0 #

Released on 2022-03-23

Breaking change

  • Extended options in Data transfer import/export (#344)

Features

  • Orchestrated rule and module dropdowns in Orchestrator (#362)
  • Network connection support in Data transfer module (#331)
  • Service credentials improvements in HTTP module (#355)
  • Filename dynamic HTTP body parameter (#336)
  • Support for multi file documents in HTTP body (#338)
  • Set multiple properties in SQL integration (#332)
  • Support referencing SQL column names with their full name (schema + name, in square brackets) (#349)
  • SQL parameter values logged (#350)
  • File Parser in Auto properties module (#339)
  • Vault Search with dynamic conditions in Document Processing (#340)
  • Configurable rolling interval for log files and fixed retention policies labels (#335)
  • Debug logging improvements (#343)

Bug fixes

  • Wrong execution context in Orchestrator module (#328)
  • Format lookups Auto properties expression does not work when no property is specified (#359)
  • Wrong default value of stored procedure parameter (#351)
  • Property condition for target vault not working in Vault to Vault module (#348)
  • Trigger object not shown in Property Calculation rules (#347)
  • Special characters not escaped in HTTP body (#337)
  • Decimals not displayed correctly in HTTP json body (#329)
  • Process all delivery notifications, not just the first received (#341)
  • Configuration mapper Move action does not work correctly with array items (#342)
  • Change all moveKey actions to pushUp in configuration remap json files (#360)

4.1.0 #

Released on 2022-01-27

Features

  • Orchestrated rule and module dropdowns in Orchestrator (#362)
  • Service credentials improvements in HTTP module (#355)
  • SQL parameter values logged (#350)
  • Support referencing column names with their full name (schema + name, in square brackets) (#349)
  • BREAKING CHANGE: Extended options in Data transfer import/export (#344)
  • Debug logging improvements (#343)
  • Vault Search with dynamic conditions in Document Processing (#340)
  • File Parser in Auto properties module (#339)
  • Support for multi file documents in HTTP body (#338)
  • Filename dynamic HTTP body parameter (#336)
  • Configurable rolling interval for log files and fixed retention policies labels (#335)
  • Set multiple properties in SQL integration (#332)
  • Network connection support in Data transfer module (#331)

Bug fixes

  • Change all moveKey actions to pushUp in configuration remap json files (#360)
  • Format lookups Auto properties expression does not work when no property specified (#359)
  • Wrong default value of stored procedure parameter (#351)
  • Property condition for target vault not working in Vault to Vault module (#348)
  • Trigger object not shown in Property Calculation rules (#347)
  • Configuration mapper Move action does not work correctly with array items (#342)
  • Process all delivery notifications, not just the first received (#341)
  • Special characters not escaped in HTTP body (#337)
  • Decimals not displayed correctly in HTTP json body (#329)
  • Wrong execution context in Orchestrator module (#328)

4.0.3 #

Released on 2022-01-27

Features

  • Match all or any property validation rules (#330)

4.0.2. #

Released on 2022-01-20

Features

  • NOWTZ Auto properties function (#289)
  • Deleted status condition (#285)

Bug fixes

  • File import to Sftp server unsuccessful (#327)

4.0.1 #

Released on 2021-12-21

Features

  • External ID in Status Field conditions (#319)
  • Trusted hosts in HTTP integration module (#317)
  • Dynamic values in status field conditions (#315)
  • Option to delete/destroy object after successful export (#312)
  • Optional property parameter in Format lookups Auto properties function (#311)
  • Log file size limit (#307)

Bug fixes

  • Document processing Merge action DeleteOriginalFile used even if its hidden in configuration (#313)
  • Error in merge when Filename wildcards are not set (#310)
  • Ambigous error message in property builder properties calculation (#309)

4.0.0 #

Released on 2021-12-06

Features

  • VAF 2.3 migration (#304)

Bug fixes

  • Outdated run once and recalculate data when executing commands (#283)

3.11.1 #

Released on 2021-11-27

Features

  • Property builder configuration not mapped correctly (#306)

Bug fixes

  • Document processing merge state action deletes non merged file (#305)

3.11.0 #

Released on 2021-11-16

Features

  • Remove template properties from new object in Extended object creation (#303)
  • Template search and source as template in Extended object creation (#302)
  • Rollback action in HTTP module (#301)
  • Undo pdf conversion state action in Document processing (#300)
  • Document processing merge action source file cannot be the same as the trigger file (#298)
  • Undo merge state action in Document processing (#295)
  • Rollback query in SQL integration (#294)

Bug fixes

  • Decimal numbers incorrectly converted to text in cultures where comma is used as decimal separator (#299)
  • Wrong iterator help text in Extended object creation configuration (#288)

3.10.2 #

Released on 2021-11-02

Bug fixes

  • Run once and scheduled Extension methods rules not triggered (#291)
  • Document processing tries to delete non-existing file on merge (#290)

3.10.1 #

Released on 2021-10-27

Features

  • Support for text based properties in SQL parameter property setter. (#287)

3.10.0 #

Released on 2021-10-19

Features

  • Add Environment in the configuration that can be referenced with Alias in all modules. (#279)
  • Exclude non working days in all date based functions (#278)
  • Configurable Execution mode in Property operations (#277)
  • Expand placeholders in textual SQL and HTTP parameters (#275)
  • Vault to vault sync (#274)
  • OnDelete trigger in SQL integration, HTTP integration and Extension methods modules (#273)
  • Error handling behavior in SQL integration, HTTP integration and Extension methods modules (#271)
  • Merge documents action in Document processing (#247)

Bug fixes

  • Vault search result incorrectly set as rule source in Excel integration module (#281)
  • Documet processing execution ignores filter conditions for matched rules (#280)
  • LookInAllObjectVersions does not work for search conditions (#276)
  • Limit max length of log message in dashboard (#272)

3.9.0 #

Released on 2021-08-03

Features

  • Authentication for HTTP rule groups (#269)
  • Support non numeric external IDs in SQL results (#265)
  • Execution mode explained (#262)
  • Excel integration module (#261)

3.8.1 #

Released at 2021-07-27

Bug fixes

  • Extended object templates module not shown in configuration (#266)

3.8.0 #

Released on 2021-07-15

Features

  • More options in Hourly schedule (#260)
  • Yearly schedule (#259)
  • Index lookups function (#257)
  • Support for e-mail address lookup in HTTP and SQL parameters (#256)
  • Support for files in HTTP, SQL parameters (#253)
  • Remove existing watermark and signatures flag false by default (#252)
  • Support for external IDs in integration modules (#250)
  • Monitored properties condition (#248)
  • Better logging in run once, scheduled and recalculate actions (#245)
  • Rename code structures to reflect module names (#222)

Bug fixes

  • Properties calculated incorrectly when depending on another calculated properties (#244)
  • Add as additional incorrect behavior (#211)

3.7.2 #

Released on 2021-06-16

Bug fixes

  • Multiple e-mail adresses from property not parsed correctly (#251)

3.7.1 #

Released on 2021-06-08

Features

  • Update metadata flag in Auto properties module (#249)

3.7.0 #

Released on 2021-05-15

Features

  • Update metadata in file flag in Property calculations, Property operations and Object creation (#243)
  • Business critical flag in rule config (#241)
  • Multiple files as attachments in e-mail notification (#237)
  • Support for e-mail delivery notification (#236)

Bug fixes

  • Signature size in document processing better explained (#242)
  • Auto properties not working for multi select lookups (#240)
  • Image signature not inserted (#239)
  • Last object not exported (#238)
  • Logging – Name of rules missing (#223)

3.6.0 #

Released on 2021-04-13

Features

  • Recalculate option in property based modules (#224)
  • Support for textbox over signature (#219)

Bug fixes

  • Whitespace normalization (#226)
  • Opacity not working on addsignature (#212)

3.5.3 #

Released on 2021-03-22

Features

  • Exclude objects with nonempty property values from auto numbering recalculate (#213)
  • Regex validation (#10)

Bug fixes

  • Property recalculate executed too many times in property based modules (#215)
  • Value list item based HTTP body variables always passed as string (#214)

3.5.2 #

Released on 2021-03-09

Features

  • Document Processing fallback when no version in history is labeled (#210)
  • Simple auto numbering and versioning available for text properties (#204)

Bug fixes

  • On demand property recalculation timeouts (#208)
  • Custom version comparison (#207)
  • Recalculation of auto numbering properties (#206)
  • Invalid regex set as default regex value (#205)
  • Duplicated regex functions and parameters shown by default in property setter (#189)

3.5.1 #

Released on 2021-03-03

Features

  • Support letters and digits combination in custom versioning (#202)

Bug fixes

  • Custom version increment not working (#201)

3.5.0 #

Released on 2021-03-01

Features

  • Module events page number in application dashboard (#199)
  • Connectionstring examples in configuration (#198)
  • Test Connection button for Mail server setup in E-mail notifications module (#192)
  • Better modules execution order in event handlers (#191)
  • Optional http requests and responses logging (#190)
  • Result formatting based on data type in Http integration module (#187)
  • Configurable http request timeout (#185)
  • Option to create objects and value list items if they don’t exist in Http, Sql and Extension metods modules (#183)
  • Variables in http body (#168)

Bug fixes

  • IsEmpty operator deos not work with boolean properties (#197)
  • E-mail server not initialized on application start (#195)
  • Wrong search conditions used in property operations module when vault search configured to find targets (#194)
  • Calculated text property value not being trimmed (#193)
  • Xpath query in http integration not working with namespace prefixes (#184)

3.4.3 #

Released on 2021-02-10

Features

  • Value list item external ID in integrations dynamic property setter (#188)

3.4.2 #

Released on 2021-02-01

Features

  • Auto numbering value reset settings in config (#179)

3.4.1 #

Released on 2021-01-30

Features

  • Workflow state change allowed in single object property operations (#109)

3.4.0 #

Released on 2021-01-27

Features

  • Version number formatting in versioning and numbering modules (#173)
  • Custom version numbers in versioning and numbering modules (#172)
  • Two part version numbers in versioning and numbering modules (#171)

3.3.1 #

Released on 2021-01-25

Bug fixes

  • Lookup value conversion bug (#170)

3.3.0 #

Released on 2021-01-19

Features

  • Http integration – separate source and target objects in configuration (#165)
  • Always search option in auto numbering (#156)
  • Logging module (#127)
  • Extension methods module (#119)
  • Rules groupping in configuration (#82)

Bug fixes

  • HTTP Content-Type header not set properly in all classes (#166)
  • Raw HTTP body not expanding placeholders in configuration (#164)
  • Reporting e-mail server not initialized on application startup (#160)
  • Advanced validation – events not pervented when validation fails (#159)
  • Extended auto properties text transform parser bug with CONCATENATE expression (#158)

3.2.7 #

Released on 2020-12-17

Bug fixes

  • Http headers issues (#157)

3.2.6 #

Released on 2020-12-13

Features

  • Property value precalculation for auto properties and auto numbering (#152)

Bug fixes

  • Calculated properties not recalculated on child change (#154)
  • Auto numbering including self in vault search results (#153)

3.2.5 #

Released on 2020-12-02

Bug fixes

  • Error in lookup comparison in property based modules (#151)

3.2.4 #

Released on 2020-11-30

Features

  • Include deleted flag in Auto numbering (#147)

Bug fixes

  • Auto numbering ordering bug (#146)

3.2.3 #

Released on 2020-11-27

Bug fixes

  • Error setting empty lookup value (#144)

3.2.2 #

Released on 2020-11-26

Features

  • Object creation in background (#140)
  • Auto numbering allow counting continuation from existing property (#139)

Bug fixes

  • Duplicate action execution when running in background (#143)

3.2.1 #

Released on 2020-11-21

Features

  • Act As User option for document processing actions (#138)
  • Enabled flag, name and description for state actions (#136)
  • New MultiSelectLookupBehavior: Remove (#135)
  • Fix mapping

3.2.0 #

Released on 2020-11-12

Features

  • Auto numbering module (#126)
  • Reporting module (#120)
  • Document versioning module (#100)
  • Status field condition in searches (#123)
  • New trigger: ObjectChangeState (#121)
  • Regex in property setter (#92)
  • Description field on rules (#88)
  • New functions in Automatic properties: Regex, Percentage, DateAdd, Substring, ToLower, ToUpper, Concatenate (#116, #28, #118, #1)
  • Latest events shown in application dashboard (#117)
  • Ignore system events flag in configuration (#115)
  • Stop button for RunOnce rules (#114)
  • Configurable timeouts (#112)
  • Configurable COM error retries and handling (#48)
  • New structure of Document processing actions (#98)
  • Seaprated Document processing Remove watermark and Remove signature actions (#108)
  • Filename wildcards in Document processing Remove and Restore actions (#107)
  • Placeholders in Document processing (#97)

Bug fixes

  • Property builder recalculation not executed (#130)
  • Automatic properties value not being trimmed (#129)
  • Unhandled error in e-mail notifications on-event check (#110)
Updated on May 21, 2025
On This Page
  • 25.5.0
  • 25.4.0
  • 25.3.4
  • 25.3.3
  • 25.3.2
  • 25.3.1
  • 25.3.0
  • 25.2.0
  • 25.1.0
  • 5.4.3
  • 5.4.2
  • 5.4.1
  • 5.4.0
  • 5.3.2
  • 5.3.1
  • 5.3.0
  • 5.2.0
  • 5.0.0
  • 4.8.4
  • 4.8.2
  • 4.8.0
  • 4.6.4.
  • 4.6.2.
  • 4.6.0
  • 4.4.14
  • 4.4.12
  • 4.4.10
  • 4.4.8.
  • 4.4.6.
  • 4.4.4.
  • 4.4.2.
  • 4.4.0
  • 4.2.16
  • 4.2.14
  • 4.2.12
  • 4.2.10
  • 4.2.8.
  • 4.2.6
  • 4.2.4
  • 4.2.2
  • 4.2.1
  • 4.2.0
  • 4.2.0
  • 4.1.0
  • 4.0.3
  • 4.0.2.
  • 4.0.1
  • 4.0.0
  • 3.11.1
  • 3.11.0
  • 3.10.2
  • 3.10.1
  • 3.10.0
  • 3.9.0
  • 3.8.1
  • 3.8.0
  • 3.7.2
  • 3.7.1
  • 3.7.0
  • 3.6.0
  • 3.5.3
  • 3.5.2
  • 3.5.1
  • 3.5.0
  • 3.4.3
  • 3.4.2
  • 3.4.1
  • 3.4.0
  • 3.3.1
  • 3.3.0
  • 3.2.7
  • 3.2.6
  • 3.2.5
  • 3.2.4
  • 3.2.3
  • 3.2.2
  • 3.2.1
  • 3.2.0
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