【Done】 2025/08/21 PORTERS Apps：Smart Document 1.3.0 Release Notes

We are pleased to announce that the following features will be available in PORTERS Smart Document Version 1.3.0.

■ Schedule

August 21, 2025 (Thursday), 7:00 - 7:44 JST

*Note: Time is shown in 24-hour format.
*Please be aware that the maintenance period may vary slightly.
*The service will remain available during the above time frame.

■ Details

 1. Support for Displaying Image-type Items from Upper Hierarchies

Previously, image-type items from upper hierarchies could not be displayed in Smart Document. This update resolves the issue, allowing such items to be properly shown.

Example: 
When displaying the image-type item "Client.U_IMAGE" from the client hierarchy in a Smart Document where the form attribute is set to "Job", define the image-type item in the XML file as follows:

In the XSL file, specify the path as follows:
※ Reference-type items cannot be specified. Please specify items from the upper hierarchy instead.

 2. Item aliases and output date tags can be set for form names

In the Smart Document management screen, it is now possible to configure item aliases and output date tags in the form name.
This enhancement allows PDF files to be saved with filenames that reflect the content of the corresponding record.

If the form name is configured as "resume_{{Resume.P_Id}}_{{Person.P_Id}}_{{YMD}}",
the generated PDF file will be named accordingly, such as: "resume_10031_10033_20250814.pdf."

• Item aliases and output date tags can be used in form names by enclosing them in double curly braces {{ }}.
   
• Available Item Aliases
  You can use the following item types from the target resource and its upper hierarchy resources:
  - ID (xxx.P_ID)
  - Single Line Text type
  - Multi Line Text type
  - Number and Currency types
  - Date type (yyyyMMdd)
  - DateTime type (yyyyMMdd HHmmss)  *The time will be converted from UTC to the user's time zone upon output.
   
• Output Date Tag
  - YMD  *Outputs the date in yyyyMMdd format.
   
• To use an alias in the form name, the corresponding item must be defined in the XML file.
   

• Characters Not Allowed in File Names
  The following characters will be automatically removed from the file name if included:

  ￥	Yen symbol
  /	Slash
  :	Colon
  *	Asterisk
  ?	Question mark
  "	Double quotation mark
  <>	Angle brackets
  |	Vertical bar
  	Line breaks

   

• In bulk output, it is not possible to narrow down to a single record. Therefore, any strings enclosed in {{ }} will be removed from the output file name.
   
• In the "Smart Document" tab of the "Create PDF" screen accessed from the record's Document menu, the dropdown list will display the form name as-is, without converting aliases or date tags to actual data.
   
• If the file name exceeds 200 characters, it will be automatically truncated.