4/23/2026

On the entry form for calendar items, there is now a splitter to allow you to resize the Which Calendars to appear on panel.
1/30/2026

In LBDesign on fields with attached labels, you can now set the LabelPosition to align to the TopLeft, TopRight, BottomLeft or BottomRight of the attached fields. Mainly useful for tall fields like memos, radio edits, and multi value fields where you don’t want the label centered vertically on the field.

1/26/2026

WorkFlows now have three new, built-in variables available to use. These variables help if you need to know which field (or action button) called the WorkFlow. They are:

<<var.LBSource>>                    the full source in table.field format
<<var.LBSourceTable>>            the calling table only
<<var.LBSourceField>>             the calling field only

Note: These variables only work in WorkFlows called in this way. There is no calling field when you run a merge script from a SmartFolder, QueryBuilder, LBConcierge or InstantPrint.  In these cases, these variables will not be set.
 

11/11/2025

At the top of calendar appointment displays there is a new item showing who the calendar is for. Especially useful if you are viewing a group of users and want to know who the users are without having to select the group again.

10/08/2025

Thanks to feedback from the last LawBase Huddle, there is a new feature to greatly simplify Dashboard creation. As Dashboards can be quite complex to make, we’re starting a new library of prototypes.  These prototypes will be based on generic data that all LawBase clients use like notes, calendar and user logins. 

You will be able to import a prototype to your system by right-clicking on the Dashboard list and selecting New Chart (from prototype). There is a drop-down selection grid that will let you filter and find a prototype that is similar to what you’re interested in making.  When selected, a new dashboard chart will be created with from prototype added to the end, so you know this is where it came from.  You may then modify this dashboard to match what you’re interested in.  You can always remove the from prototype at the end of the name if desired.

Note: For this feature to work, you must not have any firewalls or other security preventing you from accessing the lawbase.com website.

09/29/2025

In SmartFolder Properties for Display Text, you can now include :CurUser in the text.  When displayed on the SmartFolder tree, it will be replaced by the current logged in user. Useful if you have a SmartFolder that uses :CurUser in the SQL to limit items by the logged in user.

On Dashboards there is a new option to Refresh All visible charts on the Display Options menu group.

When you’re arranging SmartFolders, there are two new right-click options to expand and collapse all the folders to make navigation easier.

09/17/2025

Many users find using the keyboard faster than using the mouse to select items. In WorkFlow designer, after you right-click on a component the menu will now display with the shortcut key in brackets on the right hand side.  Pressing the key will select the item.  For instance, to insert a Stop component after the selected item, you can press I (for Insert Item) and then P (for stop).

08/28/2025

A new Cosmetic System\CheckRequiredOnTyplawChange has been added.  If checked, required fields will be checked on the header or visible tab and if there are required fields, the TypeLaw will not change until the required fields are entered.  If unchecked, user’s will be allowed to change the TypeLaw even if required fields are empty on the header and/or visible tab.

08/01/2025
In InstantPrint, placing an IF in the Header Rows of tables only worked sporadically.  They should work correctly now.

07/29/2025

In the InstantPrint editor, creating a new snippet would not refresh the snippets available until closing the editor and reopening it.  Now refreshes immediately on creation of a new snippet.

07/10/2025

In LBAdmin User Setup, Group Setup and any other items where you select via the standard selection grid, the system will now remember how large you make the left grid. It will also remember how you setup the columns (width and order) and filters so between sessions, you don’t have to re-set everything the way you like it.

06/23/2025

Database explorer will now load the records for a table in the background. Some tables, like Notes, may take a very long time to load.  Previously, if you clicked on Notes by mistake, the system would freeze while the table was loaded.  Now, you can click on another table (if you clicked by mistake) to have that table load instead.  If you really want the large table to load, you can wait or go to another section of LBAdmin and do other work while it loads in the background.

06/03/2025

On SmartFolders, you can now export the results to CSV, HTML, TXT, PDF and RTF files in addition to standard XLSX files.

04/04/2025

In LBDesign we’ve replaced the Default Font Height with Default Font.  This allows you specify the complete font properties that are applied to any new fields you create on the tab.  You can always change the font definitions of any existing fields by editing the properties of each field.

04/02/2025

In file launch fields, you can now save url: protocol strings. Pressing the launch button will launch the url protocol, assuming the url: protocol is properly registered on the user machine.

Examples:

lawbase:caseserial=123^commonitem(notes)     Launch file for serial 123 and show the notes 

lawbase:smartfolder=123                                   Goto main navigator for SmartFolder serial 123

onbase://AE/Connector?Action=Upload&Case+Number=<<document #>>

                                                                        Launch OnBase with the shown parameters

03/27/2025

If you create an input with multiple {ask} sections in one input box, you can now include {ask=label} to simply present extra information for the user. You can also optionally set the Label’s Font size and Color.

Example: {ask=date^Text=Input the start date^askname=startdate}{ask=Label^Text=In the following box select your best guess for the rating of this item^FontSize=12^FontColor=Red}{Ask=RadioEdit^QuestionLabel=Select^RadioItems=4star,3star,2star,1star,0star^askname=starselection}

03/20/2025

The quality of screen prints from LawBase and LBDesign should be noticeably better quality than previously.

03/13/2025

On the calendar when viewing a group of users that you select from the Options/Group button, there is now a new toggle button named Group Users by Date? If you leave this off, the calendar will display grouped by selected users at the top as always.  If you toggle this button, it will display grouped by date with users listed down the left side. 

In addition, selected users for group viewing will now remember which users you selected last, so if you regularly select the same users to view, it will be much faster. While selecting users, you will now also be able to quickly search for users.

03/11/2025

While editing a WorkFlow, you can now create a Merge Script from a selected item until the end of the branch. Right-Click on the first item you'd like to be part of the merge script and select Create Merge From Branch. You will be asked to give a name for the new merge script. If you select a name and press ok, all the steps from the selected step to the end of the branch will be sent to the new merge script and the steps replaced by a script item pointing to the newly created merge script. This function is useful to quickly create a merge script from a group of steps. 

If, for any reason, you accidentally selected this or did not want to do so, you can always exit without saving or press the undo button to put the steps as they were.  However, the newly created merge script will remain until you manually delete it.

Note: Due to complex branching issues, you cannot start the creation of a merge script on any WorkFlow item that is directly below an If/Then or Case item.

02/27/2025

Many enhancements to exporting LBDesign definitions to Excel. Fields will now appear in Page# order rather than alphabetically. There are three new columns.  First is named OriginalOrder to allow sorting to return to original order if any other sort is done.  Second is CursorOrder which displays the Cursor Order on each page for each field. Last is Tooltip to show any tooltip property (hover hint) designed for any field.

Fields without data behind them, like ShowOnly, ActionButtons and Labels, will sort to the bottom of the Cursor Order and will include the table name of the page they appear on.

All columns will now automatically have filtering turned on for columns, so you can use Excel's ability to use the drop down filtering mechanism.

02/18/2025

In InstantPrint templates any information used from a Repeat Item will now automatically trim any leading and trailing spaces from any field in the repeat. If you require the spaces to remain, then add |NoTrim to the end of the Repeat Item's Formula.

We received multiple complaints that the button image for calculator fields was too "busy."  So we've simplified the image to be a simple plus and minus to hopefully make it less jarring on the screen.

02/17/2025

Multiple improvements to InstantPrint will make it assemble templates significantly faster.  Especially in templates that employ snippets.

01/29/2025

When exporting screen definitions to Excel from LBDesign, MultiValue fields will now export their Item definition to the Additional Info column.

01/17/2025

In LBDesign, you can now select multiple widgets and change their Label Position all at once.

01/13/2025

It might be useful to use InstantPrint to create Excel Spreadsheets. In InstantPrint Document Properties you can now select Default Output Type of xlsx.  When selected the output of the InstantPrint will be an Excel Spreadsheet. Due to the limitations of Excel, only the tables defined in the template will be output to the xlsx file. Only tables (no other text) of the template will be output. Nested Tables are not allowed.

If the template has multiple tables, each table will be output to a separate worksheet of the master workbook.

10/28/2024

LawBase can no longer run on any Windows Server Machines prior to version 2016.  You can continue to use earlier than Windows Server 2016 to host the LawBase files but will be unable to run any LawBase 

programs on the machine itself.

10/25/2024

New features require database schema changes.  Please backup your database before running this update. In addition, make sure to either run LBAdmin while pointing to your Design Database or run these commands directly on the Design Database (and any other Databases you might have like QAT, Testing…)

On most systems, LawBase can alter the underlying database structure to accommodate these new changes.  If your system does not allow for alteration of the database, then you will need to run the following SQL script directly on all your LawBase databases from a login that has permission to alter the database.

IF NOT EXISTS (SELECT * FROM sys.objects WHERE object_id = OBJECT_ID(N'[dbo].[audit_userchanges]') AND type in (N'U'))

BEGIN 

    CREATE TABLE [dbo].[Audit_UserChanges](

    [Serial] [int] IDENTITY(1,1) NOT NULL,

    [ChangeDate] [datetime] NOT NULL CONSTRAINT [DF_Audit_UserChanges_ChangeDate] DEFAULT (getdate()),

    [ChangeBy] [varchar](50) NOT NULL,

    [CaseSerial] [int] NULL,

    [LinkSerial] [varchar](21) NULL,

    [FieldName] [varchar](50) NULL,

    [PreviousValue] [varchar](max) NULL,

    [NewValue] [varchar](max) NULL,

    primary key([Serial]))

END

GO

IF NOT EXISTS (SELECT * FROM sys.objects WHERE object_id = OBJECT_ID(N'[dbo].[UserActions]') AND type in (N'U'))

BEGIN

    CREATE TABLE [dbo].[UserActions](

        [Login] [varchar](50) NOT NULL,

        [Action] [varchar](50) NOT NULL,

        [ActionDate] [datetime] NOT NULL CONSTRAINT [DF_ActionTracker_ActionDate] DEFAULT (getdate()),

        [Info] [varchar](8000) NULL,

     CONSTRAINT [PK_ActionTracker] PRIMARY KEY CLUSTERED

    (

        [Login] ASC,

        [Action] ASC,

        [ActionDate] ASC

    )WITH (PAD_INDEX = OFF, STATISTICS_NORECOMPUTE = OFF, IGNORE_DUP_KEY = OFF, ALLOW_ROW_LOCKS = ON, ALLOW_PAGE_LOCKS = ON) ON [PRIMARY]

    ) ON [PRIMARY]               

END

GO

IF not EXISTS (SELECT * FROM INFORMATION_SCHEMA.COLUMNS WHERE TABLE_NAME = 'Common_layout' AND COLUMN_NAME = 'SearchSerial')

BEGIN

    ALTER TABLE Common_layout ADD SearchSerial INT NULL;                   

END

GO

IF not EXISTS (SELECT * FROM sys.objects WHERE name = 'FK_Common_layout_SearchSerial' AND type IN ('C', 'D', 'F', 'PK', 'UQ'))

BEGIN

            ALTER TABLE Common_layout ADD CONSTRAINT FK_Common_layout_SearchSerial

            FOREIGN KEY (SearchSerial) REFERENCES search_folders (serial);     

END               

GO

IF NOT EXISTS (SELECT * FROM sys.objects WHERE object_id = OBJECT_ID(N'[dbo].[LB_LOGS]') AND type in (N'U'))

BEGIN

    CREATE TABLE [dbo].[LB_LOGS](

            [Id] [int] IDENTITY(1,1) NOT NULL,

            [Message] [nvarchar](max) NULL,

            [TimeStamp] [datetime] NULL,

            [Exception] [nvarchar](max) NULL,

            [Program] [varchar](20) NULL,

            [UserName] [varchar](50) NULL,

            [LevelName] [varchar](12) NULL,

            [Elapsed] [int] NULL,

    primary key([Id]))

END

GO

Update firm set information = 'LBDBVersion=28' where serial = 2 

GO

These changes allow you to search on Common Items regardless of which FlexBase they are tied to.  To activate on a common item, go into LBDesign and on the properties of selected Common Items, there is a new property named SearchSerial. If this is 0 then press the ellipses next to the property and the system will create the proper entries needed to search on the selected Common Item.  Then, in LawBase a new search group will appear for Common Item Searches.  You can setup which fields to search on and design the fields to show on the results grid in the same way you do for FlexBase searches.

LawBase will now automatically track user logins, logouts and when LBSync was run in a new table named UserActions.  Further actions will be tracked as needs dictate.

SmartFolders results will now run in the background.  For most SmartFolders that take little time to execute, you will notice no difference.  But on SmartFolders that take a long time to query the SQL database, you will notice a new cursor letting you know the search is taking place. You will be able to edit the properties of the SmartFolder or select a different SmartFolder (which will cancel the ongoing search).  This keeps the program active when you click on a SmartFolder that is particularly slow.

Grids on file pages will now indicate which records have tab notes attached to them. You can double-click on the indicator to launch the tab notes for the selected item.

In LBDesign when you check screens for errors or issues, there will be a new tab indicating any Labels that have misspellings.  Keep in mind this will include any labels with abbreviations and names.

09/30/2024

If you have a SmartFolder that the SQL takes a long time to run, you used to have to wait until the SQL completed running before continuing in the program.  Now, if you click on another SmartFolder while waiting for results, the previous search will be canceled, and you do not have to wait for it to complete.

On search results, you can now right-click on a result to copy the field under the cursor, or entire row to the clipboard.

09/06/2024

In LBDesign there are two new properties on grids, ShowHorizontalLines and ShowVerticalLines.  These control whether you’d like to show the lines between rows and between columns respectively.  Previously, all designed grids showed the lines between both rows and columns.  This allows you to tailor each grid you design to show one or the other or both. By default all lines will be shown until you change either (or both) of these properties.

08/21/2024

There is a new Type option when setting up filters for SmartFolders and File searches.  ExistingValues will present a drop down list of all values that exist in the database for the filter's field.  If the field in question has a picklist attached and you want to also display the description of the attached value, place Picklist=picklistname (replace picklistname with whatever the actual name of the picklist is) in the Picklist / Default option.  If you would rather have the values presented in order of most used values to least, add ^orderby=mostused to the PickList / Default options.  If nothing is in the Picklist / Default options already, simply use orderby=mostused (no caret needed).

08/09/2024

You can now create an InstantPrint template based on a SmartFolder. Users that have permission to edit SmartFolders will see a new right-click option on any appropriate SmartFolder to create a template from the definition of the folder.  The resulting template will still need to be modified/tested to make sure it works exactly as expected, but this will greatly speed up the process when you need a report that is like an existing SmartFolder.

08/07/2024

The process of running InstantPrint documents has been changed to make them much faster.  When you select a Template to run from the Report Tree or from inside a File, the template will now be assembled in the background.  This allows you to continue other work, including assembling other templates.  If the template options don't require silent assembly, when the template is finished assembling, Word will pop up with the assembled template output.

07/30/2024

SmartFolders (and other searches) have always been able to search and display on rich text fields (like memos in common items). However, if you placed the rich text field as a column to show, the display of the search would be painfully slow as each RTF field was converted to plain text to display. 

This version contains a new function that will speed up folders with such fields by an exponential amount. In Search Setup/Result Grid Setup, when you select an RTF column to display, right-click on the column header and there is a new selection called Rtf which will display the results correctly and infinitely faster.

Note: You no longer must specifically indicate that a column on a search is either a hyperlink or rtf field.  If the search results contain a hyperlink or rtf text in the field, LawBase will now recognize this and automatically format the field in the proper way.  However, on large result sets, this check can slow down the system slightly.  If you find that this is the case, then simply indicate the column is of the desired type as you always have, and this additional check will not need to be run.

07/08/2024

The InstantPrint editor now allows you to convert an entire directory of HotDocs templates in one step.  Place all the HotDocs templates (and their .cmp files) you'd like to convert into one directory. Under the File ribbon is a button Import Directory of Templates.  Select the directory to import from and LawBase will attempt to convert all the templates in the directory to InstantPrint.  All converted templates will be placed in a directory named ConvertedHDTemplates under the InstantPrint directory.  As with converting HotDocs templates individually, not all HotDocs features can be converted, so you'll need to modify, test and finally move each converted template to its proper final folder under the InstantPrint directory.

06/21/2024

SmartFolder counts are the number on the right of SmartFolders that indicate the number that are in each folder.  With many folders displayed, the speed of checking for the number can be slow. To help tailor this better for any usage we have implemented a new system of how this is done.

In SmartFolder properties, there is a new checkbox named Exclude from Count?  When checked, LawBase will not attempt to get the count of items for the SmartFolder, no matter who views it.  For SmartFolders that are very slow, or do not need item counts for any reason, you can check this box to speed SmartFolder display.

In addition, each user can set how long (in seconds) LawBase waits between checks to get the item count on visible SmartFolders.  The default value is 60 meaning every 60 seconds, LawBase will check the counts for any visible folders.  Each user can change this personal value by right clicking on any SmartFolder and modifying the Seconds Between Count Refresh menu item.

Note: 0 means do not check or display item counts for the logged in user.  The minimum value is 15 seconds.

With these settings you can now choose which folder counts are displayed and how often they are refreshed.

06/18/2024

In LBAdmin in various places (like on user setup) you will now see the serial # of various items.  This should make it easier to find where the item might be used in other sections of the database.

05/21/2024

If you create a new master table (page0, contact0,…) through a WorkFlow manual action, if case numbering rules are setup for that FlexBase, LawBase will now create the case number automatically when creating the record.

05/02/2024

If you use Tabbed Windows to display all open files/forms, hovering the mouse on the header of the tab will display the full file name in a popup window.

04/09/2024

There is a new Cosmetic named System.HelpDir. If you wish to move all help files somewhere other than the standard "Help" subdirectory, you can change this location here.  You can either use a relative path (to the main program directory) or a full URL or mapped path name.  If you use LBMirror, or otherwise keep some files local and some on the network, this can allow you to share the help files on the network.

04/05/2024

If you have As You Type Searching turned on for searches on the FlexBase searches, it will now run in the background.  This means that instead of having to wait for a result after a typing pause, if it is a slow search, you can continue typing immediately to refine your search.

04/02/2024

The entry for Common Items has been re-designed to use the new modern styling. All interactions with the form should remain the same except that sub-menus buttons that have drop down menus, like print and email, will automatically show their options if you hover over the arrow.

03/06/2024

There is a new WorkFlow manual action of MergeFiles= Using this type of manual action, you can merge multiple files into one master file. This type of WorkFlow will function in an Instant Print post assembly WorkFlow or any other place WorkFlows are run. The format of the manual action is:

MergeFiles=OutputFile=OutputFileName.docx^Files=file1, file2, file3…

• OutputFile – The final output of the combination of all the files. This can be a complete file name. You can also simply use an extension like .docx, .html, .rtf, .txt, .html with no filename.      If you only supply an extension, the output will be created in a temporary file name with the extension (and type of file) selected. In any case <<var.MergeFiledOutput>> will be set with the name of the output file name so that you can use it in subsequent WorkFlow steps. You can omit the OutputFile= section. If omitted, the output file will be a temporary file with the .docx type and extension.
• Files – A comma separated list of files that you wish to combine into the OutputFile. Each file that exists and is accessible will be appended to the output file with a page break in between each.      You can merge .docx, .html, .rtf, .html, .jpg, .png, .bmp and .tif files. The list of files can include variables so you can use <<var.InstantPrintOutput>>  to merge the current InstantPrint output.

02/21/2024

To make it easier to add common items and tab common items from a file, you can now right-click on the navigation grid that shows the copies of the screen and select to add items.  This makes it much more convenient to add common items to the file or tab items.

In LBDesign when you export field definitions, the export will now include Labels and ActionButtons also.  Previously, those were not exported as they have no backing SQL field to them.

01/31/2024

In LBAdmin's Import utility that allows import of .csv files, there was no way to set a field to blank or null if the import did an update of existing records.  Now you can place [Null] or [Blank] in a cell that you wish to set to null or blank ('') in that record on updates. 

Note: SQL Server does not allow blank dates, so if you set a date to [Blank], SQL Server interprets this as a minimum date. For date fields, you almost certainly want to use [NULL] and not [BLANK].

01/17/2024

On tickler grids, you can now select multiple items using shift+click or ctrl+click and there will be a new right-click option to change the status on all the selected items.  If you have defined a Calendar Status WorkfFlow, it will be run on each item after the status change.

There is a new feature in InstantPrint to allow for one column in a SQL repeat to be displayed across multiple columns.  Prototypes contain an example and you can consult InstantPrint documentation for definitions.

01/03/2024

If your firm uses LBMirror.exe to automatically copy program files to user's local drive, any new versions of LBMirror.exe will be downloaded via LBUpdater. If an update is needed instructions will be displayed in LBUpdater.

12/28/2023

When designing Common Items, you can now instruct the Navigator bar which contains the next, prev, add, etc. buttons to appear at the top of the screen rather than the bottom.  Change the NavigatorLocation to TOP if you want it to be at the top.

11/29/2023

When running WorkFlow on a calendar item entry, there is a now a variable available named <<var.WhoForList>> that will return all the current user logins on the calendar item in a comma separated list.

11/10/2023

When completing multiple calendar items, you will only be asked once to verify you want to complete items with multiple users on the who for list instead of once per calendar completed.

11/01/2023

InstantPrint repeat items now have two new system variables available. RepeatName_RowCount and RepeatName_RowNum.  These will return the number of rows returned by the repeat item and what the current row number of an item is.

10/27/2023

You can now edit InstantPrint templates in LBAdmin.  The selection is under the System Setup ribbon. Because there is no concept of a current file in LBAdmin, you will only be able to correctly test reports and templates for files in your first flexbase.

10/26/2023

In LBAdmin/User Setup there is a new column for whether the user is active or not.  You can click in the header to view only the active, inactive or all users.  LBAdmin will remember your selection for the next time you get into User Setup.

10/25/2023

You can now turn off Interactive debugging of WorkFlows directly from the debug form.

On Screen design if you indicate a repeatable tab’s navigator should be at the top, this will move the page navigator to the top of the page.

Previously, on screen entry and screen exit WorkFlows, if you tried to do a change of a common item, the change portion would not work and it would add a new item each time.  Now doing a change will work as it does everywhere else and change existing items, if there, and add a new item if it doesn’t exist.

10/24/2023

In WorkFlow Mail steps, using the ReadFile=filename in the body of an email, you can now combine several files into one email. Simply list the files in a comma separated list.  If you are using InstantPrint to create the files, you’ll need to save the <<var.InstantPrintOutput>> variable into another variable name as it gets overwritten every time you run an InstantPrint from WorkFlow.

09/29/2023

In LBDesign, you can now quickly align selected widgets. Previously, the Clean button would clean (arrange) the entire visible tab.  Now if you have multiple fields selected, Clean will only arrange those fields.  Useful, if you only need to arrange a section of a tab.  Clean is also now available on the field menu available by selecting any field’s smart tag.

08/31/2023

When editing InstantPrint templates, you can now toggle between showing results and showing codes and insert any LawBase type of field via the right-click popup menu. This makes it much easier to perform these tasks than having to select them from the ribbon menu.

08/25/2023

When editing WorkFlow, every step now has a comment field at the top. This allows you to describe what the step is doing so that future editors (or just to remind yourself) what the step is doing and why. The old raw WorkFlow information that used to be at the top of editing every step is still available by pressing the See Raw Text button.

08/23/2023

There is a new ribbon page in LBAdmin to keep all the integrations together on one page. GlueWare can now be found there in addition to other internal integrations like CalendarRules and Twilio.

07/31/2023

We are modernizing the look of many input forms to match the new fluid design guidelines from Microsoft. You will notice most dialog forms now incorporate the new design with rounded corners and buttons.  We will continue modernizing the look of most items as we continue.

We also suggest you select the “WXI Compact” skin, if you want LawBase to follow most Windows 11 formats.

06/27/2023

We are happy to introduce LawBase version 12.6. 

This version contains several new features.

• .Net 4.8. This, and all future versions of LawBase, will require .Net 4.8 to be running on any machine that runs a LawBase program. Here is the Microsoft document regarding system requirements to run .Net 4.8.  .Net 4.8 programs run faster, are more memory efficient and are more secure than the previous .Net 4.5.2.  Note: .Net 5.0 and greater is not actually the same product as .Net 4.8.  Even if you have .Net 5.0 or greater installed, you still need to install .Net 4.8 for LawBase to run.
• InstantPrint.  A new natively built document and reporting engine. This can be used in addition to or as a replacement for HotDocs.  InstantPrint is tightly integrated in LawBase and produces documents many times faster than HotDocs.  The editor for InstantPrint templates is included in LawBase.  Many more types of output are allowed from InstantPrint than HotDocs.  For an overview of how to create InstantPrint templates see the following document. 
• Logging.  A new logging system allows for any user to enable/disable system messages to indicate the status of LawBase actions.  This can assist in quickly diagnosing specific problems. It can also be used to pinpoint bottlenecks in the execution of the program to help speed up certain actions. For an overview of Logging see the following document.
• LBUpdater.  A redesigned LBUpdater that works much faster than previously. On networks that allow it, it also includes a feature to close open files left by users.      For instance, if a user left LawBase running, the file can be closed allowing the update to proceed without having to rely on Windows system tools to close the file.  This should work on many, but not all systems due to network and other user permissions.
• Searching in WorkFlow Editor.  On the top panel of WorkFlow design, there is a new box to search all items in a WorkFlow for the desired text.  Any WorkFlow item that has that text present in the definition of the item will be highlighted.  In addition, if you use the WorkFlow searcher to find any WorkFlow with text and edit a matching WorkFlow, the matching items in the WorkFlow will automatically be highlighted.
• Intellisense in WorkFlow Editor.  Editing WorkFlows where you might need to insert variables of the <<var.name>> or <<page#.fieldname>> format will display available variables. After you type the opening << of a variable, a popup window will display all the variables in the current WorkFlow.  If a WorkFlow was triggered by a field change, all the File’s page variables will be displayed also, starting with the field names on the current page.  You can continue typing to filter the displayed items.  Hit tab to enter the drop-down list and return or tab on the item you’d like to insert.  If you do not want to use any of the displayed variables, you can simply keep typing or hit ESC to close the drop-down window.
• SmartFolder Security.  Added a new Cosmetic named Search.ShowSqlOnDoubleClick. If you uncheck this box, when users double-click on a SmartFolder, it will no longer show the folder’s SQL.  In addition, the property button will only show up on SmartFolders if the user is an admin, or they are granted Change All Rights in the security tab of the SmartFolder, or if there is no security defined and they are the user that created the SmartFolder.
• Edit Lookup SQL. When editing Lookup SQL on a CaseLink field inside LawBase, you will now be able to test the SQL directly in the editor.  The same thing happens if you edit a SQL PickList.
• Temporary File Location.  If you need to change the directory where LawBase creates temporary files, there is a Cosmetic named System.TemporaryDir to allow you to change this.  The directory selected must exist and the user must have write privileges on the directory.  If you leave blank, files will continue to be created in the standard windows defined directory.  If you specify a directory, any files older than 7 days will automatically be deleted. 
• ShowCommas.  On SpinEdit and Calculator widgets, there is a new property named ShowCommas.  If checked, the field will show commas in the value.  Unchecked will display the number with no commas. 
• New Icons.  To keep up with Microsoft’s fluent icon sets, all the icons to programs have been redesigned using the new fluent format.

11/29/2022

.Net Framework 4.5.2 reached end of support by Microsoft on April 26, 2022. As such, we must update the requirements of LawBase.  This version of LawBase is the last that will run on .Net 4.5.2.  All future versions of LawBase will require .Net 4.8.  Here is the Microsoft document regarding system requirements to run .Net 4.8.

Note: If you use LBMirror to copy network updates to a local drive, you must make a change to ensure that files required to use Chrome as your internal browser are copied.  In the LBMirror directory, there is a file named ExecutableList.txt. Edit this file and add ChromeFiles to the end of the list.

11/15/2022

On the Other or External Program tree, you can now create an item that will run a WorkFlow.  Create an item and in the “Program to Run” field insert Workflow=#.  Where # is the serial number of the WorkFlow you’d like to run when a user clicks on the item.

11/4/2022

For ticklers on LandingPages we’ve added the ability to change which user’s ticklers you wish to view.  In addition, if you have appointments and ticklers on one LandingPage and you change the user you are viewing, LawBase will ask if you wish to change any other items of those types.

10/21/2022

In WorkFlow design it was difficult to insert a merge when there were several merge scripts available.  The previous drop down list of merge scripts has been replaced with a searchable grid making the process much easier to navigate.

10/19/2022

Very few firms use WorkFlow sets to organize WorkFlows for each FlexBase. To make it slightly easier to edit WorkFlows, if your firm does not use WorkFlow sets, then right-clicking on a field (as administrator) will simply show an “Edit WorkFlow” button rather than a sub menu with one result.  If your firm does use WorkFlow sets, then the “Edit WorkFlow” menu will remain exactly the same.

9/30/2022

On SmartFolders you can now use wildcards in the Display Format section where you setup coloring of rows dependent upon certain conditions.  If the condition is “Equal” you can use wildcards in the value1 and/or value2 fields.  For instance, if you want to select coloring if the word “nursing” occurs anywhere in a field, you will put %nursing% in the value1 field of an Equal condition.

9/8/2022

On SmartFolders that are set with a Refresh Interval to automatically refresh, will now display how many seconds are remaining before the next auto refresh.

8/12/2022

The version number of LawBase will now be sequential making it easier to identify the order various copies of LawBase.exe were compiled.

To make LawBase use less memory and speed up loading, how CaseLinks appear on grids has been changed.  Previously, all possible links for any CaseLinks on a grid were loaded (based on the field’s Lookup SQL) when the screen was visited.  If the Lookup SQL found a large number of links, this would be slow and could also consume a huge chunk of memory.  However, the display of the field would be based on the Lookup SQL select statement(s).

Now, this is not done.  Every grid CaseLink now uses the regular CaseLinkDisplay to show its display. This means that it no longer uses the Lookup SQL for the display.  If you want something other than the standard display, go into LBDesign and use the DisplayOverride property to change what is shown on the grid.

7/26/2022

LBUrl now allows any link that uses a LinkSerial format, which opens a tab in a file, to have an optional parameter to indicate which field to focus on the tab once it’s open. Any link that uses something like "url:lawbase:linkserial=ScreenSerial^PageSerial" now has an additional, optional, parameter of “^Focus=Fieldname” to focus the field on that tab. ie.

url:lawbase:linkserial=ScreenSerial^PageSerial^Focus=LastName

7/18/2022

LawBase can now run in 32 or 64 bit mode depending on your environment. If your firm uses Worldox integrated into LawBase, then only 32 bit mode is allowed (due to the way Worldox runs).  If you do not have Worldox then LawBase will run in 64 bit mode if your machine is running a 64 bit version of windows and 32 bit otherwise.

When you use LBUpdater to update your system, it automatically discovers whether you run Worldox and sets LawBase.exe (and LBAdmin.exe) to a 32 bit program.  If you ever manually update LawBase.exe and your firm uses Worldox, you must use LBUpdater to modify LawBase.exe to run in 32 bit mode. The command to do this is:

LBUpdater /SetTo32bit

If for any reason, you want to change the program to run in 32 or 64 bit mode you can run:

LBUpdater /SetToAnyCpu

7/1/2022

There are three new skins WX11, WX11(compact) that mimic the new look and feel of Windows 11, and Winter Joy (found at the bottom of the Skins List).

6/9/2022

There is a new user option (under personal options in LBAdmin/User Setup) named DefaultEditMode. If you set this to true (checked) then every time that user gets into a file (and the user has security permission to edit the file) it will attempt to automatically enter edit mode.  If no one currently has the file locked, it will go to edit mode. If the file is already locked, the standard message will appear telling the user the file is already locked and the file will be opened in browse mode.

Files that are opened as remembered windows when you get into LawBase (files that were opened when the program was closed previously) will not be put into edit mode until you click on the file to activate it.

Note: Selecting this option will cause any files opened by anyone to be in edit mode and locked.  So, it may not be useful if users often open many files at once that they simply want to view. 

Note 2: For a short while there was a cosmetic that turned this on for all users. It was discovered that many users do not want this feature on while others do, so we moved this to user options. If you wish to turn this on for every user by default, you can run the following SQL command.

Update user_profile set AdditionalInfo = 'DefaultEditMode=True'

6/8/2022

ShowOnly fields now allow SQL statements with Common Table Expressions in them.

5/19/2022

If you use QueryBuilder to create a SmartFolder, there is a new button to send back the results as a drag and drop folder rather than a rules based folder.  Using this button will create the folder as a drag and drop folder and insert all the files that were found in the search into the folder.

5/11/2022

On LandingPage appointments, you can now select which statuses to show or hide.

3/25/2022

If you use Quick Adds for common items, after pulling up the list of available files to add to, your search of these files will now do a contains search. This means that it will find any matching text anywhere in the display, rather than forcing matches to be at the beginning of file name.

3/24/2022

When you mass update calendar items from a SmartFolder, if you change the status to completed and you have the cosmetic set to complete to another type of common item, LawBase will now ask if you want to complete all the items to the other type.  You can still select to keep the items as calendars with a status of “Completed.”

3/18/2022

In SmartFolders setup when designing the columns that appear on the grid, there is a new right-click option on the header of a column called Tapi. You can select this on phone number fields to allow a phone dialer button to show up for each phone number displayed.  Pressing the button will initiate a Tapi call for the file and phone number selected.

3/16/2022

In QueryBuilder, on the results tab, you can now Mass change/add common items and files in the active query. It works in the exact same way as the Mass change/add items in SmartFolders.

2/23/2022

The Shrink Images in memos option in LBAdmin will now find and shrink even more types of images.  If you find any common item table becoming very large and you implement images in the memos, this utility can help make them more manageable.

1/19/2022

In LBDesign there is a new type of widget called Hyperlink.  This allows one link to be input in the field. Double clicking the link will open it up.

1/12/2022

If you filtered a SmartFolder’s results and then selected to send email to the SmartFolder, it would send to all files in the folder, not the filtered list.

11/16/2021

You can now input multiple pieces of information in a WorkFlow variable on one screen. Previously, you had to ask for each input, one at a time. Now you can list multiple input {ask} in one statement and the {ask} variables will all be input on one form.  To use, simply list multiple {ask} sections one after another.  There is one additional keyword per item of "AskName" to tell the input which WorkFlow variable to put the individual {ask} section result in. Like:

input={ask=calc^text=input your number^IsCurrency=true^Default=0.0^AskName=var1} {ask=Memo^Text=Enter some long text^AskName=var2} {ask=picklist^PickListName=sql(select login from user_profile where activeuser = 'Y' order by login)^Text=Who entered the notes?^default=%} {ask=text^text=Plain Text^Default=hi there^AskName=plaintext}

If you forget, or choose not to name an {ask} with ^AskName=varname, it will be auto-named LB_ASK# (where # is the # in order that the ask was.)

In the above the calc field result would be put in <<var.var1>>, the memo in <<var.var2>>, the picklist in <<var.LB_ASK3>> and the plain text in <<var.plaintext>>.

11/15/2021

In LBDesign, E-Mail fields now have another property named “SubjectTemplate.” You can use this to define a default subject for launched the E-Mail that is launched by pressing the button if you don’t want the standard file display. In this property you use text and variables that you would like to create the subject with.  You can use variables from the tab the field is on and fields from the header. For instance, to show the FirstName and LastName fields from the header and the Status on the current tab you do something like:

<<Header.FirstName>> <<Header.LastName>> <<Status>>

Any text that is not a variable will be output as is like:

First Name: <<Header.FirstName>> Last Name:<<Header.LastName>> Status:<<Status>>

10/6/2021

When you are viewing the details of a common item, there is a button on the lower right hand of the screen that allows you to quickly launch adding a common item of a different type.  This now allows you to add a common item of the same type that you are viewing.

10/1/2021

In the cosmetic named System.OutlookDrop you can include a new key word of UserInput.  If you use this key word, when a user drags and drops an email to create a note they will be prompted to type in the text of the note.  This typed in text will be the body of the created note, instead of the body of the email.

9/14/2021

ShowOnly fields have a ShowOnlyType of TimeZone. Placing this field on a calendar (or other tab) will allow you to show the time in time zones other than the machine’s time zone.  We’ve extended this type of field to be able to select what other time zones to show.  There are several options for the Expression property on TimeZone type of ShowOnly fields.

• If you leave the Expression blank, the field will look for the field named duedate and show the Eastern, Central, Mountain and Pacific time zones (minus the time zone your machine is in)
• You can use Expression to use a field other than duedate to show.  Simply put the name of the field you’d like to show the other time zones of in the expression. (ie. Alarm)
• You can use Expression to describe which time zones you’d like to show in a comma separated list after the keyword Timezones=. (ie. Timezones=Atlantic, Eastern, Pacific)

• You can use Expression to both tell the field you’d like to see the time zone of and the Timezones by listing the field first and the time zones after (ie. Alarm Timezones=Eastern, Pacific)

   

The available time zones that you can show after the Timezones= keyword are Atlantic, Puerto Rico, Eastern, Central, Mountain, Arizona, Pacific, Alaskan, and Hawaiian

8/6/2021

We’ve added some new options to the built in datemath function. These are to allow {ask} variables and WorkFlow to be able to easily get at the first and last days of specific periods.  The format of the new options is like the following:

datemath(08/06/2021, first, month) = 8/1/2021

datemath(08/06/2021, last, month) = 8/31/2021 11:59 PM

datemath(08/06/2021, first, year) = 1/1/2021

datemath(08/06/2021, last, year) = 12/31/2021 11:59 PM

datemath(08/06/2021, first, quarter) = 7/1/2021

datemath(08/06/2021, last, quarter) = 9/30/2021 11:59 PM

Obviously, you’d usually replace the initial date with whatever date you were interested in finding out the first or last of something by.  Ie. :Curdate or «page0.defld» etc.

7/7/2021

If you have never run the Utility “K) Text to Varchars” in LBAdmin, you should run this now. SQL Server has deprecated Text fields and some functions of LawBase will stop working in some places if your database still has any Text fields remaining.  Before running this utility, make sure that you make a good backup of your SQL database.

6/28/2021

In LBDesign on grid columns, you can now add an image to a column. This image will appear before the caption for the column. This can help distinguish columns quicker than a caption alone.  As screen real estate is limited, any image you select will be reduced to 20 by 20 in size.

6/21/2021

LBAdmin / SQLRunner and other places you can edit SQL, will now colorize the SQL.  It also has new items to make writing queries easier.  This includes a drop-down menu item with all the tables found in the database for easy selection.  Just like SSMS, if you highlight a section of text and press Ctrl+K,C it will comment out the selected section.  Ctrl+K,U will uncomment out the selected section.  If no section of text is highlighted, it will comment/uncomment the line the cursor is on.

5/21/2021

Database Explorer now allows you to duplicate an item.  You can duplicate on any table where there is a normal "serial" primary key.  In addition, you can duplicate on the pick_list table.

5/10/2021

Administrators may now export and import dashboard definitions to a file so that they can be copied between instances. Right-click on a dashboard name on the tree where dashboards are displayed and you’ll see the import/export options at the bottom of the popup menu.

5/7/2021

On dashboard charts, you can now put {ask1} {ask2} etc. in the chart wizard title and legend title and the values from any user parameters will show up the selected item.

5/6/2021

In LBAdmin / Utilities we added a button to allow you to backup your SQL database directly from LBAdmin.

5/5/2021

When you open LawBase and have several files opened, it can take a while until all the files are open and you can do work.  We have changed the way this works so that initial loading time will be greatly reduced. Now, when you load LawBase any files that you had open will only open a shell window. When you first click on one of these windows, the full loading of the file will take place.  Since the entire file is not loaded until you actually click on it, the initial load time will be much faster.

3/23/2021

Alarms will now be display in a much better manner.  Instead of showing all calendar items that have hit their alarm time, one by one, a new Alarm Dialog will appear showing the alarm(s) that have been hit.  You can then deal with the calendar items one by one or dismiss them all at once.  This will be quite useful for situations where multiple items are alerted at once.  For instance, if a user doesn't login for some time and when they login are alerted by several alarms on their next login.

This also allows for right clicking on an item and completing, continuing or deleting the item just as if you were on the calendar.

3/16/2021

On the calendar grid view, both on the Calendar and Calendars under a file, the Who For column will now show the full name of users, if available.

In files the status display of which field you’re on should now work even on tabs where the underlying data does not exist in the database yet.

If you use the fluent layout for files, you can now right-click on the common items or tabs header and select whether common items or tab items show first. 

2/19/2021

In LBDesign, you can now change the order of sub-tabs.  For instance after designing a sub-tab, you decide you’d rather the tabs show up in a different order, you can now change that easily.  To do so, click on the Tab Control’s smart tag (the red square that shows up in the upper right when you select any control) and choose reorder tabs.  From there, you can change the tab order to whatever you’d like.

1/27/2021

In LBAdmin/Utilities/Shrink Images, there is a new option to shrink embedded images in the memo field of common items. Often, through copy and pasting or other methods, very large images can be inserted into the memos of common items.  These large memos can cause issues with memory usage and SQL retrieval speed. This new shrink common item memos utility will scan large items, extract any images, and compress them using normal JPEG compression.  The result is much smaller memo size with very little loss (if any) in image quality. 

Please make sure you have a good SQL backup before running this utility in case it reduces the quality of embedded images too much.

1/22/2021

In DBExplorer, if you select the check box to categorize by table type, all SQL Views will be shown under a new branch.

1/20/2021

SpinEdit fields now have a new property named AllowNullInput.  If you check this box, the field will allow null fields to display as blank and different than 0.  This can be useful on fields where you need to know the difference between the field value has never been entered and fields that have an actual entry of 0.

12/03/2020

On the entry form for common items the print button now has two options. One to do the current screen print (graphical) and a new Full Print that prints the entire memo as if it were in a grid.

11/11/2020

Users can now do Arrange Tree on MyFolders.  This will allow a much quicker experience to arrange the MyFolders tree to match what each user wants.

11/09/2020

Users that have Add SmartFolder rights on a FlexBase will have the ability to rearrange the SmartFolder tree.  In addition, the import/export options will appear for SmartFolders on that FlexBase.

10/20/2020

There is a new type of search filter allowed when you setup a search grid or filter on a SmartFolder.  If you select Phone, then the mask defined by the cosmetic named System\PhoneMask will be applied to input in that field.  This can help user’s to easily and consistently search phone fields. As these masks don’t allow for wildcards, you may not do wildcard searches on Phone defined fields.

In LBDesign, you can now define a ToolTip for each page.  When a user hovers over the tab name, the tooltip will be displayed.  This may be used to give additional information about the tab.

9/24/2020

On MultiValue fields, it is sometimes desirable to separate items with something other than a comma. There is a new property on MultiValue fields called SeparatorChar that allows you to change the character that is placed between each selected item.

7/21/2020

We are pleased to announce the release of LawBase Version 12.5.7.  

This version contains three new features.

1.   Landing Pages

Landing Pages are a window where you can place various LawBase items on a screen and arrange them in any format you’d like to see them.  Currently there are six items you can place on a Landing Page.

a.   Appointments – shows the appointments for a selected user.

b.   Ticklers – shows the ticklers due for the current day for the current user.

c.   Any Charts or Pivot Grids that the logged in user has security to see.

d.   Quick Search – a quick search box and result grid for any search done in the box.

e.   Any SmartFolder that you have place in your My Folders (on the main navigator).

f.    A multi-tabbed browser that you can use to browse to internal or external urls.

Several items can be placed on any Landing Page. Simply click on the item (on the Landing Page Tree) to add the item to the currently viewed Landing Page. For instance, you could show your appointments and your most used SmartFolder and a Chart showing an overview of cases on the same Landing Page. You can rearrange Landing Pages by dragging and dropping items wherever you’d like them appear. All items will refresh automatically as instructed in their design.

You may have multiple Landing Pages open simultaneously.  By default, each user will have a Main Landing Page just like they have a Main Navigator. To start this Main Landing Page will show the user’s appointments and ticklers.  Once the user modifies this, the system will remember what they have designed to see. If you would like to change how the Main Landing Page operates, there is a new option in LBAdmin / Users / Personal Settings that you can modify for each user.  The options are:

·    Use – Force Focus: This option shows the Main Landing Page and it will be shown upon login, even if the user had a different window open when they last closed LawBase.

·    Use – Don’t Force Focus: The user will have a Main Landing Page, but it will not be shown on login unless it was the last window a user was viewing when they last logged out.

·    Use – No Default Page: Landing Pages will be available, but no Main Landing Page will show up.

·    None: Landing Pages will not be available for this user.

Once you have a Landing Page designed in the way you’d like to save the layout of, you can right-click under the template section of the Landing Page tree and save the setup as a template.  Other users can then simply double click on the template and the Landing Page will open with all the predefined definitions.  As usual you can place security on templates so only selected users are able to use them.

2.   Time zone Handling

Time zones will now be handled better by LawBase.  In the SQL database, all times are stored in the time zone defined on the SQL database machine.  With this version, there will be a new option for each user in LBAdmin / Users called Timezone.  There are three things you can do on this field.  If you leave the option blank no time zone adjustment will be done for this user.  If you select “Auto” then all times will be adjusted on the screen to the time zone of the local user’s machine.  Also, you can select a time zone (ie. Eastern) for a user and that time zone will be used in LawBase regardless of the user’s machine setup.  This option exists to handle the case that you might have a Terminal Server that exists in one time zone and have users from multiple actual time zones using that server.  In this way, you can still allow these users to see times in their actual zone. No matter what option you select, the times that are stored in the SQL database will be in the time zone of the SQL Server machine.

On your calendar appointments under Day and Work Week view, you can also now select other time zones to view.  This makes it easier to know what time items are showing up for other people in time zones other than yourself.

3.   Quick, Display, Global, Linked to and Conflict search results will now contain a link to the screen and copy where the search was found.  This makes it much easier to go directly to where a search result was found.

These new features require database schema changes.  Please backup your database before running this update. In addition, make sure to either run LBAdmin while pointing to your Design Database or run these commands directly on the Design Database.

On most systems, LawBase can alter the underlying database structure to accommodate these new changes.  If your system does not allow for alteration of the database, then you will need to run the following SQL script directly on the LawBase database from a login that has permission to alter the database.

iF (not EXISTS (SELECT * 

                 FROM INFORMATION_SCHEMA.TABLES

                 WHERE TABLE_NAME = 'LPTemplates'))

      CREATE TABLE [dbo].[LPTemplates](

    [Serial] [int] NOT NULL,

    [Category] [varchar](50) NULL,

    [Name] [varchar](50) NULL,

    [Description] [varchar](150) NULL,

    [Comments] [varchar](max) NULL,

    [DisplayImage] [varbinary](max) NULL,

    [Definition] [varchar](max) NULL,

      CONSTRAINT [PK_LPTemplates] PRIMARY KEY CLUSTERED

      ( [Serial] ASC

      )WITH (PAD_INDEX = OFF, STATISTICS_NORECOMPUTE = OFF, IGNORE_DUP_KEY = OFF, ALLOW_ROW_LOCKS = ON, ALLOW_PAGE_LOCKS = ON) ON [PRIMARY]

      ) ON [PRIMARY] TEXTIMAGE_ON [PRIMARY]

GO

if (not EXISTS (SELECT * 

                 FROM INFORMATION_SCHEMA.TABLES

                 WHERE TABLE_NAME = 'Security_LPTemplate'))

Begin                    

      CREATE TABLE [dbo].[Security_LPTemplate](

    [TemplateSerial] [int] NOT NULL,

    [Login] [varchar](50) NOT NULL,

    [Sorter] [int] NULL,

    [Security] [int] NULL,

      CONSTRAINT [PK_Security_LPTemplate] PRIMARY KEY CLUSTERED

      (

            [TemplateSerial] ASC,[Login] ASC

      )WITH (PAD_INDEX = OFF, STATISTICS_NORECOMPUTE = OFF, IGNORE_DUP_KEY = OFF, ALLOW_ROW_LOCKS = ON, ALLOW_PAGE_LOCKS = ON) ON [PRIMARY]

      ) ON [PRIMARY]

      ALTER TABLE [dbo].[Security_LPTemplate]  WITH CHECK ADD  CONSTRAINT [FK_Security_LPTemplate_LPTemplates] FOREIGN KEY([TemplateSerial])

      REFERENCES [dbo].[LPTemplates] ([Serial])

      ALTER TABLE [dbo].[Security_LPTemplate] CHECK CONSTRAINT [FK_Security_LPTemplate_LPTemplates]

End

IF Col_length('user_profile','LandingPageOption') is null

Begin

      ALTER TABLE [dbo].[User_Profile] add LandingPageOption varchar(20)

      DECLARE @sql NVARCHAR(2048)

      set @sql = 'UPDATE user_profile SET LandingPageOption = ''UseNoFocus'';';

      EXEC sys.sp_executesql @query = @sql;

      insert into savepos (userSerial,ScreenName,Info)

      select serial,'MainLandingPage'

      ,'BeginLayoutXml<XtraSerializer version="1.0" application="WidgetView">Char(13)Char(10)  <property name="#LayoutVersion" />Char(13)Char(10)  <property name="#LayoutScaleFactor">@1,Width=1@1,Height=1</property>Char(13)Char(10)  <property name="LayoutMode">FreeLayout</property>Char(13)Char(10)  <property name="DocumentProperties" isnull="true" iskey="true">Char(13)Char(10)   <property name="AllowFloat">false</property>Char(13)Char(10)  </property>Char(13)Char(10)  <property name="StackGroupProperties" isnull="true" iskey="true" />Char(13)Char(10) <property name="DocumentSpacing">0</property>Char(13)Char(10)  <property name="FlowLayoutProperties" isnull="true" iskey="true">Char(13)Char(10)    <property name="FlowLayoutItems" iskey="true" value="0" />Char(13)Char(10) </property>Char(13)Char(10) <property name="FreeLayoutProperties" isnull="true" iskey="true">Char(13)Char(10)    <property name="ItemDragStyle">DockingHints</property>Char(13)Char(10)    <property name="EnableStickySplitters">True</property>Char(13)Char(10)    <property name="FreeLayoutItems" iskey="true" value="2">Char(13)Char(10)     <property name="Item1" isnull="true" iskey="true">Char(13)Char(10)        <property name="AllowCaptionColorBlending">true</property>Char(13)Char(10)        <property name="RowIndex">0</property>Char(13)Char(10)        <property name="ColumnIndex">0</property>Char(13)Char(10)        <property name="RowSpan">1</property>Char(13)Char(10)        <property name="ColumnSpan">1</property>Char(13)Char(10)        <property name="Width">200</property>Char(13)Char(10)        <property name="Height">200</property>Char(13)Char(10)      </property>Char(13)Char(10)      <property name="Item2" isnull="true" iskey="true">Char(13)Char(10)        <property name="AllowCaptionColorBlending">true</property>Char(13)Char(10)        <property name="RowIndex">0</property>Char(13)Char(10)        <property name="ColumnIndex">0</property>Char(13)Char(10)        <property name="RowSpan">1</property>Char(13)Char(10)        <property name="ColumnSpan">1</property>Char(13)Char(10)        <property name="Width">200</property>Char(13)Char(10)        <property name="Height">200</property>Char(13)Char(10)      </property>Char(13)Char(10)    </property>Char(13)Char(10)  </property>Char(13)Char(10)  <property name="DocumentAnimationProperties" isnull="true" iskey="true" />Char(13)Char(10) <property name="AllowDragDropWobbleAnimation">Default</property>Char(13)Char(10)  <property name="AllowDocumentStateChangeAnimation">Default</property>Char(13)Char(10)  <property name="AllowStartupAnimation">Default</property>Char(13)Char(10)  <property name="AllowResizeAnimation">Default</property>Char(13)Char(10)  <property name="Orientation">Vertical</property>Char(13)Char(10)  <property name="AllowDocumentCaptionColorBlending">true</property>Char(13)Char(10)  <property name="CustomResizeZoneThickness">0</property>Char(13)Char(10)  <property name="Style">Light</property>Char(13)Char(10)  <property name="FloatingDocumentContainer">SingleDocument</property>Char(13)Char(10)  <property name="LoadingIndicatorProperties" isnull="true" iskey="true" />Char(13)Char(10) <property name="DocumentSelectorProperties" isnull="true" iskey="true" />Char(13)Char(10)  <property name="WindowsDialogProperties" isnull="true" iskey="true" />Char(13)Char(10) <property name="Rows" iskey="true" value="3">Char(13)Char(10)   <property name="Item1" isnull="true" iskey="true">Char(13)Char(10)     <property name="Length" isnull="true" iskey="true">Char(13)Char(10)        <property name="UnitValue">1</property>Char(13)Char(10)        <property name="UnitType">Star</property>Char(13)Char(10)      </property>Char(13)Char(10)    </property>Char(13)Char(10)    <property name="Item2" isnull="true" iskey="true">Char(13)Char(10)      <property name="Length" isnull="true" iskey="true">Char(13)Char(10)        <property name="UnitValue">1</property>Char(13)Char(10)        <property name="UnitType">Star</property>Char(13)Char(10)      </property>Char(13)Char(10)    </property>Char(13)Char(10)    <property name="Item3" isnull="true" iskey="true">Char(13)Char(10)      <property name="Length" isnull="true" iskey="true">Char(13)Char(10)        <property name="UnitValue">1</property>Char(13)Char(10)        <property name="UnitType">Star</property>Char(13)Char(10)      </property>Char(13)Char(10)    </property>Char(13)Char(10)  </property>Char(13)Char(10)  <property name="Columns" iskey="true" value="3">Char(13)Char(10)    <property name="Item1" isnull="true" iskey="true">Char(13)Char(10)      <property name="Length" isnull="true" iskey="true">Char(13)Char(10)        <property name="UnitValue">1</property>Char(13)Char(10)        <property name="UnitType">Star</property>Char(13)Char(10)      </property>Char(13)Char(10)    </property>Char(13)Char(10)    <property name="Item2" isnull="true" iskey="true">Char(13)Char(10)      <property name="Length" isnull="true" iskey="true">Char(13)Char(10)        <property name="UnitValue">1</property>Char(13)Char(10)        <property name="UnitType">Star</property>Char(13)Char(10)      </property>Char(13)Char(10)    </property>Char(13)Char(10)    <property name="Item3" isnull="true" iskey="true">Char(13)Char(10)      <property name="Length" isnull="true" iskey="true">Char(13)Char(10)        <property name="UnitValue">1</property>Char(13)Char(10)        <property name="UnitType">Star</property>Char(13)Char(10)      </property>Char(13)Char(10)    </property>Char(13)Char(10)  </property>Char(13)Char(10)  <property name="Items" iskey="true" value="9">Char(13)Char(10)    <property name="Item1" isnull="true" iskey="true">Char(13)Char(10)     <property name="ParentName">FreeLayoutGroup</property>Char(13)Char(10)      <property name="StackGroupName">StackGroup0</property>Char(13)Char(10)      <property name="Index">0</property>Char(13)Char(10)      <property name="WindowState">Normal</property>Char(13)Char(10)      <property name="Width">200</property>Char(13)Char(10)      <property name="Height">200</property>Char(13)Char(10)      <property name="Maximized">false</property>Char(13)Char(10)      <property name="RowIndex">0</property>Char(13)Char(10)      <property name="ColumnIndex">0</property>Char(13)Char(10)      <property name="RowSpan">1</property>Char(13)Char(10)      <property name="ColumnSpan">1</property>Char(13)Char(10)      <property name="Properties" isnull="true" iskey="true">Char(13)Char(10)        <property name="AllowMaximize">False</property>Char(13)Char(10)      </property>Char(13)Char(10)      <property name="IsFloating">false</property>Char(13)Char(10)      <property name="Location">@1,X=0@1,Y=0</property>Char(13)Char(10)      <property name="Size">@4,Width=2347@4,Height=1168</property>Char(13)Char(10)      <property name="IsActive">false</property>Char(13)Char(10)      <property name="Name">65ea918f-c846-4d6d-8bd8-a75705218be6</property>Char(13)Char(10)      <property name="TypeName">Document</property>Char(13)Char(10)    </property>Char(13)Char(10)    <property name="Item2" isnull="true" iskey="true">Char(13)Char(10)     <property name="ParentName">FreeLayoutGroup</property>Char(13)Char(10)      <property name="StackGroupName">StackGroup0</property>Char(13)Char(10)      <property name="Index">1</property>Char(13)Char(10)      <property name="WindowState">Normal</property>Char(13)Char(10)      <property name="Width">200</property>Char(13)Char(10)      <property name="Height">200</property>Char(13)Char(10)      <property name="Maximized">false</property>Char(13)Char(10)      <property name="RowIndex">0</property>Char(13)Char(10)      <property name="ColumnIndex">0</property>Char(13)Char(10)      <property name="RowSpan">1</property>Char(13)Char(10)      <property name="ColumnSpan">1</property>Char(13)Char(10)      <property name="Properties" isnull="true" iskey="true">Char(13)Char(10)        <property name="AllowMaximize">False</property>Char(13)Char(10)      </property>Char(13)Char(10)      <property name="IsFloating">false</property>Char(13)Char(10)      <property name="Location">@1,X=0@1,Y=0</property>Char(13)Char(10)      <property name="Size">@4,Width=2347@4,Height=1168</property>Char(13)Char(10)      <property name="IsActive">true</property>Char(13)Char(10)      <property name="Name">708ad9bf-57e1-4e4c-98ce-8708d015372d</property>Char(13)Char(10)      <property name="TypeName">Document</property>Char(13)Char(10)    </property>Char(13)Char(10)    <property name="Item3" isnull="true" iskey="true">Char(13)Char(10)      <property name="Caption" />Char(13)Char(10)      <property name="Properties" isnull="true" iskey="true" />Char(13)Char(10)      <property name="Index">0</property>Char(13)Char(10)      <property name="Length" isnull="true" iskey="true">Char(13)Char(10)        <property name="UnitValue">1</property>Char(13)Char(10)        <property name="UnitType">Star</property>Char(13)Char(10)      </property>Char(13)Char(10)      <property name="Name">StackGroup0</property>Char(13)Char(10)      <property name="TypeName">StackGroup</property>Char(13)Char(10)    </property>Char(13)Char(10)    <property name="Item4" isnull="true" iskey="true">Char(13)Char(10)      <property name="Caption" />Char(13)Char(10)      <property name="Properties" isnull="true" iskey="true" />Char(13)Char(10)      <property name="Index">1</property>Char(13)Char(10)      <property name="Length" isnull="true" iskey="true">Char(13)Char(10)        <property name="UnitValue">1</property>Char(13)Char(10)        <property name="UnitType">Star</property>Char(13)Char(10)      </property>Char(13)Char(10)      <property name="Name">StackGroup1</property>Char(13)Char(10)      <property name="TypeName">StackGroup</property>Char(13)Char(10)    </property>Char(13)Char(10)    <property name="Item5" isnull="true" iskey="true">Char(13)Char(10)      <property name="Caption" />Char(13)Char(10)      <property name="Properties" isnull="true" iskey="true" />Char(13)Char(10)      <property name="Index">2</property>Char(13)Char(10)      <property name="Length" isnull="true" iskey="true">Char(13)Char(10)        <property name="UnitValue">1</property>Char(13)Char(10)        <property name="UnitType">Star</property>Char(13)Char(10)      </property>Char(13)Char(10)      <property name="Name">StackGroup2</property>Char(13)Char(10)      <property name="TypeName">StackGroup</property>Char(13)Char(10)    </property>Char(13)Char(10)    <property name="Item6" isnull="true" iskey="true">Char(13)Char(10)      <property name="Width" isnull="true" iskey="true">Char(13)Char(10)        <property name="UnitValue">1</property>Char(13)Char(10)        <property name="UnitType">Star</property>Char(13)Char(10)      </property>Char(13)Char(10)      <property name="Height" isnull="true" iskey="true">Char(13)Char(10)        <property name="UnitValue">1</property>Char(13)Char(10)        <property name="UnitType">Star</property>Char(13)Char(10)      </property>Char(13)Char(10)      <property name="Parent">Root</property>Char(13)Char(10)      <property name="Element" isnull="true" />Char(13)Char(10)      <property name="Orientation">Vertical</property>Char(13)Char(10)      <property name="Index">0</property>Char(13)Char(10)      <property name="Length" isnull="true" iskey="true">Char(13)Char(10)        <property name="UnitValue">1</property>Char(13)Char(10)        <property name="UnitType">Star</property>Char(13)Char(10)      </property>Char(13)Char(10)      <property name="Name">56187107</property>Char(13)Char(10)      <property name="TypeName">WidgetDockingContainer</property>Char(13)Char(10)    </property>Char(13)Char(10)    <property name="Item7" isnull="true" iskey="true">Char(13)Char(10)      <property name="Width" isnull="true" iskey="true">Char(13)Char(10)        <property name="UnitValue">1</property>Char(13)Char(10)        <property name="UnitType">Star</property>Char(13)Char(10)      </property>Char(13)Char(10)      <property name="Height" isnull="true" iskey="true">Char(13)Char(10)        <property name="UnitValue">1</property>Char(13)Char(10)        <property name="UnitType">Star</property>Char(13)Char(10)      </property>Char(13)Char(10)      <property name="Parent">56187107</property>Char(13)Char(10)      <property name="Element" isnull="true" />Char(13)Char(10)     <property name="Orientation">Horizontal</property>Char(13)Char(10)      <property name="Index">0</property>Char(13)Char(10)      <property name="Length" isnull="true" iskey="true">Char(13)Char(10)        <property name="UnitValue">1</property>Char(13)Char(10)        <property name="UnitType">Star</property>Char(13)Char(10)      </property>Char(13)Char(10)      <property name="Name">35921916</property>Char(13)Char(10)      <property name="TypeName">WidgetDockingContainer</property>Char(13)Char(10)    </property>Char(13)Char(10)    <property name="Item8" isnull="true" iskey="true">Char(13)Char(10)      <property name="Width" isnull="true" iskey="true">Char(13)Char(10)        <property name="UnitValue">1</property>Char(13)Char(10)        <property name="UnitType">Star</property>Char(13)Char(10)      </property>Char(13)Char(10)      <property name="Height" isnull="true" iskey="true">Char(13)Char(10)        <property name="UnitValue">1</property>Char(13)Char(10)        <property name="UnitType">Star</property>Char(13)Char(10)      </property>Char(13)Char(10)      <property name="Parent">35921916</property>Char(13)Char(10)      <property name="Element">65ea918f-c846-4d6d-8bd8-a75705218be6</property>Char(13)Char(10)      <property name="Orientation">Horizontal</property>Char(13)Char(10)      <property name="Index">0</property>Char(13)Char(10)      <property name="Length" isnull="true" iskey="true">Char(13)Char(10)        <property name="UnitValue">1</property>Char(13)Char(10)        <property name="UnitType">Star</property>Char(13)Char(10)      </property>Char(13)Char(10)      <property name="Name">54861794</property>Char(13)Char(10)      <property name="TypeName">WidgetDockingContainer</property>Char(13)Char(10)    </property>Char(13)Char(10)    <property name="Item9" isnull="true" iskey="true">Char(13)Char(10)      <property name="Width" isnull="true" iskey="true">Char(13)Char(10)        <property name="UnitValue">1</property>Char(13)Char(10)        <property name="UnitType">Star</property>Char(13)Char(10)      </property>Char(13)Char(10)      <property name="Height" isnull="true" iskey="true">Char(13)Char(10)        <property name="UnitValue">1</property>Char(13)Char(10)        <property name="UnitType">Star</property>Char(13)Char(10)      </property>Char(13)Char(10)      <property name="Parent">35921916</property>Char(13)Char(10)      <property name="Element">708ad9bf-57e1-4e4c-98ce-8708d015372d</property>Char(13)Char(10)      <property name="Orientation">Horizontal</property>Char(13)Char(10)      <property name="Index">1</property>Char(13)Char(10)      <property name="Length" isnull="true" iskey="true">Char(13)Char(10)        <property name="UnitValue">1</property>Char(13)Char(10)        <property name="UnitType">Star</property>Char(13)Char(10)      </property>Char(13)Char(10)      <property name="Name">23994101</property>Char(13)Char(10)      <property name="TypeName">WidgetDockingContainer</property>Char(13)Char(10)    </property>Char(13)Char(10) </property>Char(13)Char(10)</XtraSerializer>EndLayoutXmlChar(13)Char(10)BeginConfigTextGuid=65ea918f-c846-4d6d-8bd8-a75705218be6^ComponentName=Appointments^UserName=:CurUser^ActiveViewType=MonthChar(13)Char(10)Guid=708ad9bf-57e1-4e4c-98ce-8708d015372d^ComponentName=Ticklers^TickGridLayoutChar(13)Char(10)<XtraSerializer version="1.0" application="View">Char(13)Char(10)<property name="#LayoutVersion" />Char(13)Char(10)<property name="#LayoutScaleFactor">@1,Width=1@1,Height=1</property>Char(13)Char(10)<property name="OptionsSelection" isnull="true" iskey="true">Char(13)Char(10)<property name="MultiSelect">true</property>Char(13)Char(10)</property>Char(13)Char(10)<property name="OptionsView" isnull="true" iskey="true">Char(13)Char(10)<property name="ColumnHeaderAutoHeight">True</property>Char(13)Char(10)<property name="ShowAutoFilterRow">true</property>Char(13)Char(10)</property>Char(13)Char(10)<property name="FixedLineWidth">2</property>Char(13)Char(10)<property name="IndicatorWidth">-1</property>Char(13)Char(10)<property name="ColumnPanelRowHeight">-1</property>Char(13)Char(10)<property name="RowSeparatorHeight">0</property>Char(13)Char(10)<property name="FooterPanelHeight">-1</property>Char(13)Char(10)<property name="HorzScrollVisibility">Auto</property>Char(13)Char(10)<property name="VertScrollVisibility">Auto</property>Char(13)Char(10)<property name="RowHeight">-1</property>Char(13)Char(10)<property name="GroupRowHeight">-1</property>Char(13)Char(10)<property name="GroupFormat">{0}: [#image]{1} {2}</property>Char(13)Char(10)<property name="ChildGridLevelName" />Char(13)Char(10)<property name="VertScrollTipFieldName" />Char(13)Char(10)<property name="PreviewFieldName" />Char(13)Char(10)<property name="GroupPanelText">Drag a column header here to group by that column.  Press Ctrl+F to search entire grid.</property>Char(13)Char(10)<property name="NewItemRowText" />Char(13)Char(10)<property name="LevelIndent">-1</property>Char(13)Char(10)<property name="PreviewIndent">-1</property>Char(13)Char(10)<property name="PreviewLineCount">-1</property>Char(13)Char(10)<property name="ScrollStyle">LiveVertScroll, LiveHorzScroll</property>Char(13)Char(10)<property name="FocusRectStyle">CellFocus</property>Char(13)Char(10)<property name="HorzScrollStep">0</property>Char(13)Char(10)<property name="ActiveFilterEnabled">true</property>Char(13)Char(10)<property name="ViewCaptionHeight">-1</property>Char(13)Char(10)<property name="Columns" iskey="true" value="8">Char(13)Char(10)<property name="Item1" isnull="true" iskey="true">Char(13)Char(10)<property name="Name">dueDateColumn</property>Char(13)Char(10)<property name="VisibleIndex">0</property>Char(13)Char(10)<property name="Visible">true</property>Char(13)Char(10)<property name="Width">75</property>Char(13)Char(10)<property name="MinWidth">20</property>Char(13)Char(10)<property name="MaxWidth">0</property>Char(13)Char(10)</property>Char(13)Char(10)<property name="Item2" isnull="true" iskey="true">Char(13)Char(10)<property name="Name">typeColumn</property>Char(13)Char(10)<property name="VisibleIndex">2</property>Char(13)Char(10)<property name="Visible">true</property>Char(13)Char(10)<property name="Width">75</property>Char(13)Char(10)<property name="MinWidth">20</property>Char(13)Char(10)<property name="MaxWidth">0</property>Char(13)Char(10)</property>Char(13)Char(10)<property name="Item3" isnull="true" iskey="true">Char(13)Char(10)<property name="Name">whatColumn</property>Char(13)Char(10)<property name="VisibleIndex">1</property>Char(13)Char(10)<property name="Visible">true</property>Char(13)Char(10)<property name="Width">75</property>Char(13)Char(10)<property name="MinWidth">20</property>Char(13)Char(10)<property name="MaxWidth">0</property>Char(13)Char(10)</property>Char(13)Char(10)<property name="Item4" isnull="true" iskey="true">Char(13)Char(10)<property name="Name">forCaseColumn</property>Char(13)Char(10)<property name="VisibleIndex">3</property>Char(13)Char(10)<property name="Visible">true</property>Char(13)Char(10)<property name="Width">75</property>Char(13)Char(10)<property name="MinWidth">20</property>Char(13)Char(10)<property name="MaxWidth">0</property>Char(13)Char(10)</property>Char(13)Char(10)<property name="Item5" isnull="true" iskey="true">Char(13)Char(10)<property name="Name">serialColumn</property>Char(13)Char(10)<property name="Width">75</property>Char(13)Char(10)<property name="MinWidth">20</property>Char(13)Char(10)<property name="MaxWidth">0</property>Char(13)Char(10)</property>Char(13)Char(10)<property name="Item6" isnull="true" iskey="true">Char(13)Char(10)<property name="Name">whoForColumn</property>Char(13)Char(10)<property name="Width">75</property>Char(13)Char(10)<property name="MinWidth">20</property>Char(13)Char(10)<property name="MaxWidth">0</property>Char(13)Char(10)</property>Char(13)Char(10)<property name="Item7" isnull="true" iskey="true">Char(13)Char(10)<property name="Name">flexbaseColumn</property>Char(13)Char(10)<property name="Width">75</property>Char(13)Char(10)<property name="MinWidth">20</property>Char(13)Char(10)<property name="MaxWidth">0</property>Char(13)Char(10)</property>Char(13)Char(10)<property name="Item8" isnull="true" iskey="true">Char(13)Char(10)<property name="Name">statusColumn</property>Char(13)Char(10)<property name="Width">75</property>Char(13)Char(10)<property name="MinWidth">20</property>Char(13)Char(10)<property name="MaxWidth">0</property>Char(13)Char(10)</property>Char(13)Char(10)</property>Char(13)Char(10)<property name="ViewCaption" />Char(13)Char(10)<property name="BorderStyle">Default</property>Char(13)Char(10)<property name="SynchronizeClones">true</property>Char(13)Char(10)<property name="DetailTabHeaderLocation">Top</property>Char(13)Char(10)<property name="Name">gridView1</property>Char(13)Char(10)<property name="DetailHeight">350</property>Char(13)Char(10)<property name="Tag" isnull="true" />Char(13)Char(10)<property name="GroupSummary" iskey="true" value="1">Char(13)Char(10)<property name="Item1" isnull="true" iskey="true">Char(13)Char(10)<property name="Mode">AllRows</property>Char(13)Char(10)<property name="ShowInGroupColumnFooterName" />Char(13)Char(10)<property name="Tag" isnull="true" />Char(13)Char(10)<property name="FieldName" />Char(13)Char(10)<property name="SummaryType">Count</property>Char(13)Char(10)<property name="DisplayFormat" />Char(13)Char(10)</property>Char(13)Char(10)</property>Char(13)Char(10)<property name="ActiveFilterString" />Char(13)Char(10)<property name="GroupSummarySortInfoState" />Char(13)Char(10)<property name="FindFilterText" />Char(13)Char(10)<property name="FindPanelVisible">false</property>Char(13)Char(10)</XtraSerializer>Char(13)Char(10)EndGridLayout'

      from user_profile where activeuser = 'Y'

End

IF Col_length('user_profile','TimeZone') is null

      ALTER TABLE User_Profile add TimeZone varchar(50)     

GO

IF Col_length('common_layout','AdditionalInfo') is null

      alter table common_layout add AdditionalInfo varchar(max)

GO

IF Col_length('flexbases','AdditionalInfo') is null

      alter table flexbases add AdditionalInfo varchar(max)

GO

IF Col_length('screen_layout','AdditionalInfo') is null

      alter table screen_layout add AdditionalInfo varchar(max)

GO

IF Col_length('user_profile','AdditionalInfo') is null

      alter table user_profile add AdditionalInfo varchar(max)

GO

IF Col_length('group_profile','AdditionalInfo') is null

      alter table group_profile add AdditionalInfo varchar(max)

GO

IF Col_length('search_folders','AdditionalInfo') is null

      alter table search_folders add AdditionalInfo varchar(max)

GO

IF Col_length('workflowscripts','AdditionalInfo') is null

      alter table WorkFlowScripts add AdditionalInfo varchar(max)

GO

Update firm set information = 'LBDBVersion=27' where serial = 2 

GO

7/2/2020

End Users can now rename column captions on grid and sub-grid pages. This feature is accessed by right clicking on the column header and selecting the option to change the caption. The changed name will be saved along with their other grid modifications (such as sorting and column widths).

6/20/2020

In LBDesign, when you export the screen definitions to Excel there will be a new column to show the workflow serial (if any) attached to a field.  On common items, it will also show the OKPress workflow if one exists.

When you are in edit mode on sub-grids and regular grid screens, tabbing off the last row and column of the grid will automatically add a new row to allow quicker addition or records.

6/9/2020

There is a new item added to Check Screens within LBDesign.  If the CaseLinkDisplay on the Screen Properties is blank, a message is provided regarding this.  CaseLinkDisplays are suggested because various options use this property such as Fluent layout, Display Search, Tab Notes, along with the original case link display.

5/18/2020

When you have the Cosmetic Main.PreventMultipleLogins checked users can only log in on one machine at a time.  With so many working at home now, firms have run into the issue of users forgetting to log out at work and when they get home, they’re unable to login. Before this update, those users would have to contact a LawBase administrator to log out their other instance (at work) that was preventing them from logging in.  With this update, when a user logs in a second time, they will be prompted if they wish to log off the other instance running LawBase in their name. This will allow users to get into LawBase without having to contact an administrator.

4/28/2020

In LBAdmin Calendar Utilities the drop down for Users to change now includes any names that appear in the tickler table, even if they’ve been orphaned by deleting or changing user names.  This allows for you to more easily clean up calendar items that might be erroneously remaining on users that no longer exist.

Several enhancements have been made to the new Landing Page feature. Including the ability to have a multi-tabbed browser as part of a Landing Page.  If you are interested in activating Landing Pages, please contact LawBase support for instructions.

3/6/2020

We’ve released a new version of LBOutlookConnector for those firms that use it. (If your firm does not use this, and you’re interested, please contact LawBase Support for details.) This version contains a new option under the LawBase Setup “Pop up save note box on sending mail?”  Checking this option will give the user an opportunity to make a LawBase Note every time they send an email.

2/11/2020

If you would like to try out a beta version of LawBase’s new Landing Page feature, please contact LawBase support to get instructions to enable it. Landing Pages are user configurable dashboards where you can place many different LawBase features.  For example, you can place a SmartFolder, a chart and your appointments to all be on one Landing Page.

1/2/2020

Happy New Year.  On the File Searches, if you have date search, you can now more easily select a date range from the Date Popup.

On Calendars (under the Options Ribbon) each user can now define their own Working Hours if they so desire.

10/1/2019

In SmartFolder setup, you can now select whether to highlight the entire row or cell when setting up display formats.

9/30/2019

Added a new button in files.  In Browse Mode, this button is “Refresh” and it will re-get all the data in the file from the database.  This is useful if there are background changes made (or if you’d like to recalculate a computed field).  In Edit Mode, this button becomes “Save” which saves any changes and keeps you in Edit mode for further changes.  The “Edit” button continues to act in the same way to take you from Edit to Browse Mode.

9/17/2019

In LBDesign, there is a new property on sub-grids called FriendlyName. You can change this to make it easier to know what a sub-grid is about when selecting tab security (or any place you can select tabs).

If you have designed many screens in a FlexBase, you should notice files loading faster than before.

LBDesign now allows you to view tabs in Fluent View in the same way Files do.

There is a new type of WorkFlow manual action called DisplayImage. This will display the selected image to the user running the WorkFlow.  You can either do something like:

DisplayImage=c:\image.jpg

To display a selected file name or:

DisplayImage=<<imagefield>>

To display the image contained in the field name <<imagefield>>

7/24/2019

We are pleased to announce the release of LawBase Version 12.5.6.  

This version has several new features.

·    LawBase should now be DPI aware.  This means that it should appear much better on high DPI monitors and handle resizing better on monitors with anything other than 100% scaling.  This does cause an issue for users still on Windows 7 using a higher display setting.  In this case, field sizes can be too small and won’t show the entire field – especially on dates.

·    There is a new user option (found on the main View Ribbon) called Use Fluent Layout.  When checked, all files will be displayed using the new “fluent” forms.  Common Items and screens will be displayed on a collapsible accordion on the left-hand side of the form instead of on top and bottom tabs.  Unchecking this option will display files in the same way as always.

·    Images can now be placed on grids as well as regular screens.  In addition, when in edit mode, there is a new right-click option to edit images directly from LawBase.  The editing features are minimal but should be enough for most purposes. If you decide to place an image on a repeatable page it is highly recommended that you use one of the new Compression Types on the image to keep database size manageable.

·    There is a new type of field available in LBDesign called Multi Value.  This field type will allow for multiple items to be selected into one field.  The value of the field will always be all the selected items separated by commas.  As such, you cannot have commas as part of any selected item. There is a property named SelectionItems on the field that allows for three options to identify which items you can select from.

1.   Hard coded items such as: item1, item2, item3

2.   Items from a named picklist such as: PickList=state

3.   A supplied SQL statement to identify the desired items such as: sql(select fullname from user_profile where activeuser = 'Y' order by login)

Please note that Multi Value fields make SQL queries much harder to compose.

·    There is a new search box on ribbons that will search for any option on any ribbon page.

·    If you select Office 2019 as your ribbon type, there is a new feature to collapse the ribbon and still show the available items like in Office 2019.

·    On the calendar (under the view group) there is a new selection of what time zone rulers you’d like to show on the day and work week view.  There is no selection for your current time zone since that is always the left most time ruler.

·    Dashboard Charts can now be exported to Excel.  Right-Click on the displayed chart to find the option.  It will export the dataset behind the chart and a graphical display of the chart to an xlsx file.

·    In LBDesign, you can now change most text like fields to a memo field.

4/12/2019

Image fields are nice for storing pictures of clients and other items. However, images can take up a huge space in SQL which can cause speed issues when selecting from any page that contains them.  Previously, any image loaded into an image field was stored with no modification or compression.  So, if a user loaded a very big image, it would be large in SQL with the attendant size and speed issues.

To help with this, there is a new property on image fields called CompressionType.  If you leave this as None, then the field will continue as before.  KeepAspect will compress any newly selected image and retain the aspect of the selected image.  Stretch will compress the image and fit the image to the size of the image on screen.  Both new options will only compress the image as much as is practicable and greatly reduce the size of the saved image.

Changing the CompressionType in LBDesign will *not* change previously saved images.  There is a utility in LBAdmin called Shrink Images that will let you shrink already stored images on a field by field basis.

4/3/2019

To keep up with the ever-changing look and guidelines from Microsoft, we’ve begun making applicable forms “fluent.”  You’ll see the change immediately on the main navigator screen. The navigator now contains a hamburger menu to allow you to quickly minimize the navigator and see more information on the right-hand side.  This change will also be made in other places (such as LBAdmin forms) where it makes sense. To make this change on the main navigator, we’ve moved the Use Soundex on Searches check box (if you allow this option) to the Main Ribbon User Options.  For administrators that used the Show All Folders check box, this is still available as a right-click option on the Smart Trees.

Because the new Navigator screen uses different save able information, after this update, each user will have to reset up any save positions that they had used on that screen.

4/2/2019

In LBDesign, you can now add two additional columns to the Tickler Grid setup.  They are “Flexbase” to display the Flexbase a calendar belongs to (if it’s tied to a File) and “Whofor” to show all the users who are on the calendar item.  Users can individually select to see or hide these fields on the tickler grid itself by right-clicking on the tickler grid and hiding or showing the fields.

3/5/2019

You can now do cell format coloring on the Tickler Grid setup in LBDesign. We’ve also changed how cell format coloring works on all grids. Previously you could not do cell coloring based on date fields.  Now the cell format will change on date fields to give you several different options regarding dates.  If you want all future dates the type is “Beyond.”  For previous dates, the type is “Earlier.”  There are many other self-explanatory options in the new drop down on date fields.

2/22/2019

We have extended the LBAdmin utility “K) Text to Varchars” to change the SQL datatype of Text fields for all our background tables.  Previously selecting this utility would change the Text fields to Varchar(Max) fields only for Flexbase and Common Item tables.  The same benefit from changing those fields can be applied to other LawBase tables.  The benefits include easier SQL statement construction and a large speed gain wherever any of these fields are used. 

Please run this utility at some point after verifying you have a good backup and no users are logged into LawBase.

2/19/2019

If you have many WorkFlows, the tree that displays them all can become cluttered and hard to find what you’re looking for.  So we’ve added a right-click option on the tree that allows you to group all WorkFlow Events by the page they appear on.

1/8/2019

We are pleased to announce the release of LawBase Version 12.5.5.  

All clients have been notified that LawBase would require .Net 4.5.2 starting with this version. If you have not verified that all your workstations are on at least .Net 4.5.2, please do so before applying this update.

Version 12.5.5 contains an option to allow for users in multiple time zones. After being setup, all the times in LawBase will be adjusted for display on any user that is not in the same time zone as the SQL server.  Please contact LawBase support if you are interested in turning on this option.

On the Browser control that you can put on designed screens, you can now search for text on the web page displayed.  There are also new buttons to quickly jump to the top and bottom of the page.

09/25/2018

We are pleased to announce the release of LawBase Version 12.5.4. 

This version contains several new features that should make LawBase much more useful.  Following are quick descriptions of the new features.

·    Individual PickList Items can now be designated as inactive

o  Useful if you have items you’d like to keep around for historical (or query) purposes but you do not want to display the item for current selection.

·    Typelaws now contain a sorter column

o  If you don’t want the Typelaws to be presented in alphabetical order, you can now provide your own custom sort order.

·    Case Securities now have a description field

o  If you want to describe what the security is for or any other information regarding the security, you now have a section to input that information.

·    Comment property on all screen fields

o  In LBDesign on all fields, there is a new comments property. This can help indicate to future users of LBDesign the reason and meaning of any field.

·    Common Items now allow for individual items to be audited just like File Items

o  In screen design for Common Items, you can now check the audit box on individual fields. When changed by a user it will be logged in the Audit_UserChanges_Common table. 

·    In LBDesign you can now designate a WorkFlow to run when a screen, sub-grid or Common Item is deleted

o  This only works if the item is deleted from the front end (ie, Sql deletes, WorkFlow deletes are not triggered).

o  You can make a manual action component in the WorkFlow that is fired called PreventItemDelete.  If this is set, the deletion is prevented.

·    If you use LBExchange2, you can now select which Exchange folder the LawBase Items get synchronized to

o  Selected in LBAdmin/User Setup on a user by user basis.

·    Dashboard charts will now be designed by a wizard

o  This adds many additional types of charts and makes designing them much simpler and interactive.

·    Tooltips on individual sub-tabs

o  In LBDesign you can now place tooltips on the selected header of each tab as desired.

·    “Heartbeat” WorkFlow

o  On a user by user basis, you can create a WorkFlow that will run every minute while the user is logged in. This can be used to display alerts to users or do just about anything a WorkFlow can do.  To create a WorkFlow for a user, create a merge WorkFlow named “User.Minute.[LOGIN]” <= replace the user’s login name and that WorkFlow will run every minute for the selected user.

·    Various additional internal upgrades

o  We have also made many changes to make LawBase run faster and better under the hood.

These new features require database schema changes.  Please backup your database before running this update. In addition, make sure to either run LBAdmin while pointing to your Design Database or run these commands directly on the Design Database.

On most systems, LawBase is able to alter the underlying database structure to accommodate these new changes.  If your system does not allow for alteration of the database, then you will need to run the following SQL script directly on the LawBase database from a login that has permission to alter the database.

alter table pick_list add [Inactive] varchar(1) default('n')

go

update pick_list set [Inactive] = 'N'

go

alter table typelaw add Sorter int

go

alter table security_case add SECURITY_DESCRIPTION varchar(8000)

go

CREATE TABLE [dbo].[Audit_UserChanges_Common](

      [Serial] [int] IDENTITY(1,1) NOT NULL,

      [ChangeDate] [datetime] NOT NULL CONSTRAINT [DF_Audit_UserChanges_Common_ChangeDate] DEFAULT (getdate()),

      [ChangeBy] [varchar](50) NOT NULL,

      [CaseSerial] [int] NULL,

      [ItemSerial] [int] NULL,

      [FieldName] [varchar](50) NULL,

      [PreviousValue] [varchar](max) NULL,

      [NewValue] [varchar](max) NULL,

      Primary key(Serial))

go

alter table screen_layout add WorkFlowDelete int

go

alter table common_layout add WorkFlowDelete int

go

alter table search_folders alter column ResultGridFormat varchar(MAX)

go

IF (EXISTS (SELECT * 

                    FROM INFORMATION_SCHEMA.TABLES 

                    WHERE TABLE_SCHEMA = 'dbo' 

                    AND  TABLE_NAME = 'LBExchange'))

BEGIN

alter table LBExchange add CalendarFolder varchar(100),TaskFolder varchar(100)   

END

go

Update firm set information = 'LBDBVersion=25' where serial = 2 

08/08/2018

There is a new cosmetic Main.PreventMultipleLogins 

When checked, every time a user tries to login to LawBase, the system will check to see if that login name is already logged in on another machine. If so, a message box will be displayed informing them of this and the new login will be prevented.  The default is unchecked and that is how the system works now. Could be useful if you have users that login on various machines and forget to logout when they’re done, tying up user licenses.

07/30/2018

Many firms that use TAPI phone dialing wanted the ability to choose when the note box regarding the phone call is displayed for entry.  So we added a new cosmetic named “TAPI.NotePopupTime” You can set this to popup the note as the call is being made (BeforeCall) after the call is completed (AfterCall) or None to prevent notes popup.

Note: Previously there was a cosmetic named “Tapi.NotePopup” that simply said to popup a note or not.  If you had that unchecked previously, you must manually change the new “Tapi.NotePopupTime” to None.

07/19/2018

When using a workflow action to create a calendar item, you can now use the duration field to put in a date for the end date. Previously, you could only put a number of minutes in the duration field. That will continue to work, but now you can alternatively use a date (or datemath) to set the enddate. For instance if you have trialdate that you want to span the entire trial (of say, 30 days) you can put something like DateMath(<<trialdate>>,d,30) in the duration field.

07/12/2018

In QueryBuilder (under the Results Ribbon) we’ve added a check box named “Alias Name Fields.”  This check box allows you to turn off the SQL alias naming of selected fields.

06/01/2018

Added the capability to read in a CSV file to create the contents of a Drag and Drop folder.  Right click on an existing Drag and Folder and there is a new option import from a file. The file must be in CSV format and the first column must contain valid serial #’s for LawBase Files.  When you import you will be prompted whether you want to clear the folder first or add the files to what already exists for the folder.

05/17/2018

Windows Update 1803 caused LBOutlookConnector to stop working.  We have corrected and there is a new LBOutlookConnector included in this update.  You will need to uninstall the old version and reinstall this version to make it function again.

04/11/2018

We’ve added Undo/Redo capability to QueryBuilder. This will Undo/Redo the previous step that changes the underlying query.

04/09/2018

On SmartTree arrangement, we’ve added complete Undo/Redo capabilities.

03/14/2018

In LBDesign, we’ve added hints under each item’s properties.  As you change which property is highlighted, the hint will change to explain what the property is and does. 

02/16/2018

There is a new type of search. If you have Quick Search enabled, you will now see a new search called Display Search.  This search definition is automatically created.  It will search any fields you have defined as CaseLinkDisplay fields on any tab.  Since these are generally the most import fields on every tab, this search will let you find important information quickly.  It’s much faster than a Global Search (although much less thorough) and more detailed than a Quick Search.

If you don’t want this search to appear, you can turn it off in cosmetics under the Search.DisplaySearch key.

01/09/2018

We are pleased to announce the release of LawBase Version 12.5.3.  This version contains many improvements to the look and feel of LawBase.  First you’ll notice most icons have been modernized to match the standard of Office 2016.  In addition, there is a new skin named Bezier, which should look better on High DPI monitors.

With the change in icons the old default skin of Money Twins no longer looks as nice. If you find this is true, we suggest changing your skin type (found on the main ribbon under View) to either “Visual Studio 2013 Blue” or “iMaginary.”  Either of these skins will appear more modern and look better with the new icons.  Of course, feel free to try any skin and select one that looks good to you.

This version also contains several internal improvements to make it run faster in many facets of the program. 

11/2/2017

To make the note spent timers consistent between the main file form and common item entries, we have changed what clicking on the timer does on item entries. Previously, double clicking on the timer would put the timer’s current time into the notespent field.  Now double clicking here will pause and restart the timer, just as it does the main file form.  To put the value into the notepent field, you now right-click on the timer.

10/12/2017

Many users have expressed the need for LawBase to default to not saving all open windows when LawBase is closed by default. To allow all users to tailor this on a per user basis, we have added a new option on the Main Ribbon / View / General / Remember Open Windows.  If you check this box, LawBase will remember all open windows between sessions.  If you uncheck this box, LawBase will open with only the main navigator the next time you launch it.  Regardless of how it is set, if you select the drop down menu options to exit and remember windows (or exit and forget), LawBase will do the requested exit.

09/05/2017

Often, user designed screens look different on other setups that have different DPI settings and/or text sizes. While we are limited by what we can do to make things scale correctly on different monitor setups, we have added a new user setting called “Auto Align Fields.”  This is a checkbox that is located on the main ribbon under the View Tab. When checked, the system will align all fields on user designed screens on the left of the input so that they look more organized. When checked (or unchecked) the system will remember the setting on a user by user basis.

08/25/2017

SQL Indexes can become fragmented over time as you use the system. This can degrade the speed of any SQL query that uses any fragmented index. We have added the function to rebuild any index that is fragmented more than 33% in the LBAdmin / Utilities / Optimize Sql Indexes Utility. As always, this utility should be run when everyone is out of LawBase.

06/13/2017

We are pleased to announce the release of LawBase Version 12.5.2. This version contains several new features that should make LawBase much more useful.  Following are quick descriptions of the new features.

·    Item Counters

o  We’ve added a new feature on SmartFolders and Common Item tabs.  In both places, LawBase will now display the number of items that are in each to the right of the item. So in SmartFolders, you will now notice number to the right side of the folder that indicates how many Files are in the folder. If any new items appear in the folder, the number will become bold indicating new items. The same logic occurs on the tab that displays common items.  If new items are entered while you’re in a file, the number of items will become bold. The counters will refresh once a minute and any SmartFolders that have a SQL error or take over 5 seconds to refresh will not be included in the counts.  (If you have a SmartFolder that takes over 5 seconds to refresh, you may wish to contact Synaptec Software because, often, there are ways to rewrite the SQL statement to make results appear quicker.)

·    Active Directory Import for Groups

o  In LBadmin / Group Setup if we are able to read your Active Directory, you will be able to import Active Directory Groups.  As in User Setup a box will appear in the header where you can select Active Directory groups you wish to import.  The Group(s) selected will be import and all the users in the group will be import (if they don’t already exist in LawBase) and added to the LawBase group.

·    {Ask} Variable Text Length Limitation

o  When you create an {ask} variable, you can now limit how many characters the user can select or type in to the variable. If you want to limit the length of input In your {ask=....} string add a section that says ^MaxLength=#  where # is the maximum number of characters you'd like to have input.

·    Keystrokes for changing pages

o  The keystroke combination we selected years ago (Shift+Ctrl+Arrow) to select the next and previous tab while viewing a File conflicted with the standard keystroke to highlight data within a field. So we have changed our keystroke to change to the previous and next tab to the Microsoft Excel standard of Ctrl+PageUp to select the previous and Ctrl+PageDown to select the next tab.

·    Close LBAdmin and forget open windows

o  There is a new exit option in LBAdmin that will forget open windows.  This works just like the LawBase option.  If you exit the program using this option, the next time you get into LBAdmin, there will be no windows open.  Can speed up loading if you have many open admin windows.

·    Background Global Searches

o  Global searches can take a long time. Especially depending upon the number of cases and screen you have.  When you do a global search, it will now do the search in the background so that you can continue working.  When the search has completed, you will be prompted to display the results.

·    Comments in Rich Text Fields

o  In any Rich Text Memo field, there is a new option in LBDesign called “AllowComments” If you check this box, then comments can be made in the field (much like comments work in Word).

·    Other Items

o  On any grids where an auto filter rows appear, there are new icons that allow you quickly change the type of filter. For instance, you can quickly change from filtering for finding where a field begins with a certain set of characters to finding the characters anywhere in the field. In addition, these choices will now be saved on a user by user basis.

o  We have improved many other sections of the program that should make it run faster and better over many sections of code.

o  Query Builder now has a right-click option on tabs (and on ribbon - Results) to add all the fields from the currently displayed tab to the result selection list.  Saves having to drag and drop all fields individually.

o  SmartFolder setup now contains an option to replace all the displayed fields in a SQL query if you had done “select * …”  this can greatly speed up SmartFolders that might be getting more information than needed.

03/16/2017

We added a Cosmetic named System.OutlookSelectNoteType.  When checked, popup a note type selection box will appear when drag and dropping outlook items to make a note.  Also works the same if you use LBoutlookConnector. If unchecked, behavior continues as before and the dropped notes will automatically be set with the note type of “EMAIL.”

02/28/2017

The agenda view on Calendars now has a box to allow you to indicate how far in the future (up to one year) you’d like to see on your agenda.

02/22/2017

To better conform to Microsoft standard we have rearranged the Main Window Ribbon. All features regarding window docking and skins have been moved to the View tab.  All open windows have been moved to the Windows tab.

02/09/2017

On the Timeline view for cases, you can now double-click on an entry to edit that entry.  In addition, we’ve added the ability to view the Timeline in an agenda format.  The agenda format works the same way the agenda view works on the calendar.

01/10/2017

We’ve added undo, redo ability to editing of WorkFlows.

12/01/2016

We are pleased to announce the release of LawBase Version 12.5.1. This version contains several new features that should make LawBase much more useful.  Following are quick descriptions of the new features.

·    WorkFlow Changes

·    WorkFlows can now contain a loop structure.  This loop structure runs a SQL select statement and feeds the next WorkFlow component once for each result row of the SQL statement.  If multiple statements are needed to be run after a loop, simply create a merge script and place that as the next statement.

·    While designing WorkFlows, there is a new layout panel that appears when you move your mouse over the new “Layout” label.  This layout panel allows you to zoom, and change the spacing and direction of the WorkFlow.  This should make WorkFlow design much easier to work on.

·    Appearance WorkFlow items can now change the Mask of a field.  Useful if you want to restrict input on a field depending upon other circumstances.

·    WorkFlow Scripts now also contain a property named DisplayName.  You can fill this in with a friendlier name than the WorkFlow name, if desired.  This name will be shown where ever a user is prompted to select a WorkFlow to run on a result set.  Such as on SmartFolder MassModify and QueryBuilder.

·    Common Item Entry

·    Often, it is useful to create another common item while viewing a different common item. Say you are looking at a note and need to add a Calendar Item immediately. There is a new button at the bottom of common item entries that allows you to quickly add a common item of a different type.

·    GlueWare setup

·    In LBAdmin / GlueWare setup there is a new column called sorter that allows you to set the order that GlueWare items appear on GlueWare ribbon in files.

·    User Setup

·    In LBAdmin / User Setup there is a new Personal Setting named “Allow Export?” If checked (which it will be by default) the user will be able to do the quick export of SmartFolder Results and QueryBuilder Results to Excel.  If unchecked, that option will not appear.

·    Typelaw

·    Typelaw (or Tab Setup) now contains a new check box named Inactive.  If checked, the Typelaw will remain for historical purposes, but will no longer be presented to users when they try to change the typelaw of a file.

·    Search Folders

·    While setting up a SmartFolder (or Report or External Item) there is now room to enter comments.  Useful to describe whatever you need to about the SmartFolder.

·    Reports and External Items can now contain Tool Tips to display to the user if they hover over the item.

·    Result Grid Setup has been moved to a new tab.  This allows you to graphically setup the Results.  You can change the caption and type of each column by simply right-clicking on the column header.  You can use the standard Column Chooser to add or remove any fields that appear in the SQL select statement.  You can also right-click on the footer of any column to add a summary item (or multiple summary items).  For instance, you can add a footer that totals up a column or shows the Min or Max value.

·    Relationship Diagrams

·    This is a new feature that can be accessed by right-clicking on a file in the results area of a search or SmartFolder or from a button within a file. This diagram will show all the files that are related to that file.  By default it shows the files that are linked to that file via CaseLink fields, but once viewing the diagram you can change that show all the files that the current file links to.  You can also find any files that have any conflicts using any of your user defined conflict setup.

These new features require database schema changes.  Please backup your database before running this update. In addition, make sure to either run LBAdmin while pointing to your Design Database or run these commands directly on the Design Database.

On most systems, LawBase is able to alter the underlying database structure to accommodate these new changes.  If your system does not allow for alteration of the database, then you will need to run the following SQL script directly on the LawBase database from a login that has permission to alter the database.

alter table search_folders add ResultGridFormat varchar(MAX)

go

alter table search_folders add Comments varchar(8000)

go

alter table Glueware add Sorter int

go

update Glueware set Sorter = serial

go

alter table user_profile add AllowExport varchar(1) default ('Y')

go

update user_profile set AllowExport = 'Y'

go

alter table WorkFlowScripts add DisplayName varchar(100)

go

alter table Typelaw add Inactive varchar(1) default ('N')

go

update Typelaw set Inactive = 'N'

go

update screen_layout set screen_xml = Replace(Cast(screen_xml as varchar(max)),'Precision="0" IsCurrency="True"','Precision="2" IsCurrency="True"') from screen_layout where screen_xml like '%Precision="0" IsCurrency="True"%'

go

update screen_layout set grid_xml = Replace(Cast(grid_xml as varchar(max)),'Precision="0" IsCurrency="True"','Precision="2" IsCurrency="True"') from screen_layout where grid_xml like '%Precision="0" IsCurrency="True"%'

go

Update firm set information = 'LBDBVersion=24' where serial = 2

09/21/2016

On the SmartFolders, if an item contains children, there are two new popup menu selections to expand and collapse its children.

090/2/2016

You can now run a WorkFlow on an individual file from the results grid. If you have full change rights to the file, right-clicking on the file will bring up an option to run a WorkFlow (listing all the Merge WorkFlows).  The WorkFlow you select must not use any references to current pages, just like running WorkFlows from QueryBuilder or Mass Modifying SmartFolders.

08/31/2016

On the calendar there is a new view option. Select Agenda View to see all the appointments for the next two weeks in agenda form. 

07/19/2016

We’ve added the Sql Runner and Database Explorer features to LBDesign. This allows for easier querying and visualization of the design database without having to get out of LBDesign.

07/01/2016

In LBDesign for grids, there is a new property named DefaultSortOrder. In this property, you can put the fields you’d like the grid to sort by the first time a user visits the grid. Once the user changes the sort order that will be remembered by the system but this will give a default sort to grids.

This is a comma separated list of fields that are on the grid that you’d like to sort by. Optionally, you can use “desc” after a field to initialize the field to sort in a descending manner.  As an example, the following will sort a grid by the meetingdate descending and then by the login of a grid:

MeetingDate desc, Login

06/27/2016

Dashboards will now display in a more robust format.  You can rearrange the various charts and grids to display in a table format or in tabbed format to make them easier to see how you like them.

06/15/2016

While on the results of a search, you can do a search to find all files linked to the selected File.  We’ve added another option to find all the files the selected File links to.  This selection will find all the CaseLink fields in the File that are filled in and display those in the result grid.

05/09/2016

There are some instances where it would be useful to see the ExtraInfo1 and ExtraInfo2 fields on particular PickList drop downs.  If you would like to see either (or both) of these fields on a PickList field, we’ve added two new properties to every PickList field in LBDesign.  Simply check the ShowExtraInfo1 and/or ShowExtraInfo2 check boxes and then when the choices are shown to the user, the checked fields will also be shown if any copy has information filled in. 

04/20/2016

We’ve improved the Legend drop down for SmartFolders where you employ row highlighting. It often makes sense to give a better description of what each color means rather than the technical information behind the color. In Search Tree Setup under the Display Format tab, there is a new field called Legend Description.  You can fill this in with whatever you’d like to display on the drop down Legend for the Smart Folder for each condition.  Once you have it filled in on any format, this description will be used for the drop down Legend on the SmartFolder.

04/07/2016

There are times in WorkFlow where it’s desirable to protect a field from being changed, but still allow the user to focus the field.  For instance, on an email or phone field where you need to focus the field to initiate the email or call. 

To accommodate this, WorkFlow Appearance steps now have two types of protection choices:

1. “Protected/No Focus?” is the old “Protected?”  This means protect the field and prevent users from even setting focus on the field. 
2. “Protected/Allow Focus?” is new. This means protect the field, but still allow users to focus the cursor in the field.

03/21/2016

We have added a new way to display information in WorkFlows that run in a case. When you work on a WorkFlow Design component, there is a new selection box with three options:

Alert With Pause, Alert No Pause and Scrolling Alert.

Select “Alert With Pause” for the standard pop up dialog box to display messages that require the user to acknowledge the message.

Select “Alert No Pause” to show an alert window that shows up in the lower left hand corner of the screen and requires no user interaction. (Like the Outlook new message alert window)

Select “Scrolling Alert” to display information as scrolling text across the bottom of the File.  This is useful to show messages that you want to remain but not interfere with user interaction.

The new “Scrolling Alert” displays can contain small html tags as needed to change the look of the displayed message.  For example if you put the following in a scrolling display:

<<page0.Lname>>, <<page0.fname>><color=255,0,0> The statute of limitations is due within one week!</color>

LawBase will scroll a message showing the Lname and FName field of the file and then in red it will display The statute of limitations is due within one week!

03/18/2016

There is a new cosmetic named “TAPI.AlternateDialer” If you cannot have LawBase use the standard TAPI system to dial your phone and you have a alternative program to dial the phone, you can now enter the program in this cosmetic. The program you select here will be called with two parameters:

1. The phone # to dial
2. The login name of the LawBase user making the call

02/26/2016

If you want to remove the search box that automatically pops up at the bottom of grids (and sub grids), there is a new property available on the grid in LBDesign.  It’s called ShowSearchBox.  If you uncheck this then the search box will no long appear at the bottom of the grid.

02/19/2016

There are two new Search Types available on the main search grid. They are ExactMatch and WildCardStart. ExactMatch will force the search to only find what you type in with no wildcards.  For instance, searching for “John” will find all that are only “John” in the field. No “Johnson” or “Johnathan” will be found.

WildCardStart will automatically place a wildcard in front of your search term.  So searching for “Ed” will find any “Eds” and also any “Teds”.  This option basically makes the field search find the desired text anywhere in the field.

The search grid will shade the field name for these fields to indicate that they are a specialized search.

02/18/2016

There is new cosmetic named System.QuerySaveDir.  If filled in, this cosmetic will set the directory where QueryBuilder files are saved by default.

02/17/2016

Welcome to LawBase12.5.

On tree views (such as smart folders and the new WorkFlow Designer) you can now use a filter box to find any items that match the text you type in. 

On tabbed sets there is a new icon to the right hand side that allow you to search for any tab that is currently available.

The new WorkFlow Designer also contains a new search box that allows you to search all steps in all WorkFlows to find some desired information.

12/14/2015

When editing File Security, you can now duplicate individual lines of security.  This will work for the main security, glueware, tab and field security grids.

12/9/2015

There were a few SQL utilities in LBAdmin that are sometimes helpful to run on your Design database in addition to running on production.  We have added these to LBDesign under the SQL Utilities group.  When you run these utilities, they run on the Design database, *not* the Production database. 

11/18/2015

Entries on the Other Shortcut trees can now include parameters. List the parameters after the program. For instance:

L:\LaunchProgram.exe :CurUser

To allow for parameters, we assume everything after the first space are parameters.  This means that if you have a program that includes a space in the name, you’ll now have to put double quotes around the program name to indicate this.  For instance, if you have a shortcut like:

C:\Program Files (x86)\Intuit\QuickBooks 2009\QB32.exe

You’ll need to modify this to be:

“C:\Program Files (x86)\Intuit\QuickBooks 2009\QB32.exe”

10/23/2015

We have added a new Cosmetic named System.AllowMultipleFileView that tells LawBase whether to allow the exact same file to be opened in multiple windows by one user.  If you uncheck this option, then if a user has a file already open, trying to open it again will cause the first window to be activated.

10/21/2015

This update contains an update of all the DevExpress files.  As such, you can delete any files in the LawBase directory that begin with DevExpress and do not have 15.1. as part of their name.

09/28/2015

We’ve added the ability to copy common items from one file to another. On the existing screen where you can move an item from one file to another, there is a new selection box that allows you to choose to either move or copy the item.

09/10/2015

In LBDesign, you can now export Common Item definitions to excel just like you can with FlexBase definitions.

08/25/2015

When viewing the calendar, if you change the “View Status” filter to view statuses other than just pending, this selection will be remembered by user for the next time you view a calendar.

08/06/2015

In LBDesign, the export to Excel feature will now also export the Tab Text and DefaultValue of each item.

07/16/2015

On the Tickler Grid (in the calendar view) and looking at calendar items under a file, you can now select multiple items and right-click to move all the selected items to a single date.

07/15/2015

While in a file, you can now right click on grids (and sub-grids) and select to export their contents to an Excel spreadsheet.

Also in a file, if you right-click on the case timer, it will reset itself to 0.

In a note that you’re adding, a timer will appear on the note showing how long you’ve been in the file (or the note if not in a file when adding the note).  You can double-click on the timer to update the time spent. This takes the Note Rounding value setup in your user setup.  This allows you to be in a note for a long time and easily updating the time you’ve spent including making the note.

07/14/2015

In LBDesign, Email fields have a new property named BlankSubject. If you check this property then, when users launch an email from this field, the subject will begin as a blank instead of the name of the case.

06/25/2015

Administrators can now configure Case Security and Typelaw tab selections directly from a file in LawBase.  To do so, right click on the Security or Typelaw field and select Configure this item and you can modify the global definitions for that Security or Typelaw.

06/23/2015

The export to excel function in LBDesign will now also show the type of field (if it appears on the screen) plus the picklist name or Lookupsql if any exists.

06/22/2015

LBDesign now allows you to see subtabs in the cursor order box so that you can make the cursor move to those subtabs as required.

05/18/2015

You can now select and use skins in LBAdmin. 

04/09/2015

We have added an extension to lburl links that allow opening a common item and the file it belongs to.  The format it similar to the regular commonitem format with :file added to the commonitem table.  Such as:

lawbase:commonitem(notes:file)=serial#

03/03/2015

We’ve added two new options to monthly calendar recurrence.  You can now specify the last day of the week. In addition you can now schedule recurring items on the first, second, third, fourth or last day and weekday of any month.

03/02/2015

If you run LBExchange you can send LawBase information over to Exchange contacts.  In LBAdmin, you can now duplicate an entire contact mapping so you can easily copy one mapping to a similar one.

02/18/2015

Cosmetics that refer to Directories (or files) can now contain Environment variables.  For instance on "System.ExcelDirectory" you can put something like:

%userprofile%\Documents

that will expand to whatever the UserProfile variable is defined on the workstation that uses the cosmetic.  In addition you can use {APP} to expand to the directory where LawBase was run from.

02/012/2015

In QueryBuilder, date fields will now have an additional button that allows you to search for null dates.  Previously, users had to remember to use the cryptic date of 12/31/1899 to be able to search for null dates.  Now you can simply press the new button and it will use null by default.

02/02/2015

In files, on the Action/Navigation Ribbon, we have added a “Find in File” box.  This allows you to find information in the file that you are in.  Simply type in the text you are looking for and the first field that contains that information will be highlighted.  You can use the next and previous buttons to see the next and previous fields that contain the searched for information.

01/26/2015

Query Builder will now put the page and fieldname in the result grid headers for queries that do not use the "Use Attached Labels for Headers" checkbox.  This is useful for queries that might contain fields with the same name on different tabs to differentiate those fields.

01/06/2015

We recently upgraded the main file handling portion of LawBase. File handling refers to any portion of the program related to navigation while in a file (such as a case, matter or contact).  The changes should improve performance, reduce memory usage, and correctly process user-defined settings.  While we have thoroughly tested the new version, every database is unique and we are not able to test every configuration.  We encourage you to provide feedback when you complete your QA testing of this update.  Contact Support for any issues as a result of this update.

There is a new Cosmetic named System.ExcelDirectory that defines the directory where SmartFolder and QueryBuilder Excel outputs are sent by default.