Changelogs

Release Version 23.5.1.0

Bug Fix

DMS - Upload Email With an Empty Subject

We've fixed a bug that was causing issues with emails without a subject when dragged and dropped into the DMS dropzone, nothing will happens. Now, these emails will be correctly stored.

Bug Fix

DMS - Report Layout on Posting not Saved

We have addressed a bug that was causing an issue where the report layout code is not written in the Archive Queue Entry when posting an order without a customer/vendor specific report layout. It is now fixed, and the report layout code should be written upon posting, even when the default layout is used.

Release Version 23.5.0.0

Bug Fix

DMS - No Feedback on Multibasket drop

We have fixed a bug associated with the multidrop feature into a document basket. Previously, users were not receiving notifications after successful multidrops. Now, users will be properly notified about the success of the operation and the number of documents successfully uploaded.

Bug Fix

DMS - Synchronizing a Large Document Amount

There was a problem that when synchronising a large number of documents, the session timed out and no further documents were synchronised.
This has now been fixed by starting a new session every 3 hours.

Bug Fix

DMS - No information when creating barcode without barcode no. series

Previously, when attempting to create a barcode with an empty or incorrect number series, no action was taken. This has now been corrected. If an empty or incorrect number series is entered, an error message will now appear, indicating that the number series needs to be checked.

Bug Fix

DMS - Ability to Modify Fixed Metadata Template Values via View/Edit Action

We have fixed a bug that previously allowed users to modify the template value of a document's metadata when using the view/edit metadata functionality. Now, changes to the template value through this functionality are no longer possible, ensuring the integrity and consistency of metadata values assigned through a metadata template.

Bug Fix

DMS - Manuell Retention Labeling, first shows label after closing

We have addressed a bug that was causing issues with document labeling through the set retention label action, where the label is not directly shown without reopening the page. Now, the label icon will be shown directly after setting the retention label.

Bug Fix

DMS - Error Message in Groups

We've addressed a bug where users were not receiving clear error messages when encountering issues with memvers features in DMS for SharePoint. Now, when an external issue occurs such as a non-existent group or blocked permissions, a user-friendly error message will be displayed.

Bug Fix

DMS - ABS - No feedback after Update within Datagrid

We have addressed a bug where the issue arose when a specific action was taken. This has now been fixed as feedback been added when the action is successfull performed.

Bug Fix

DMS - Azure Blob Storage Creation Other Regions

We have resolved a BUG which happens when trying to create a new Azure Blob Storage account using an existing resource group. This problem causes the existing resource group name cannot be used, because DMS automatically add a prefix and suffix in the existing resource group's name. This issue is now fixed, and creating a new Azure Blob Storage account with an existing resource group should not have any problems.

Bug Fix

DMS - Creation of Metadata for non Admin possible

Previously, we've fixed a bug where users were not receiving the expected exception notification when creating metadata with incorrect permissions. Now, the system correctly alerts users for insufficient permission trying to create.

Bug Fix

DMS - Error When Clicking on "Number of Versions" in Datagrid (Page-View)

We've fixed a bug that was preventing the "Number of Versions" functioning correctly in the datagrid page view. Users can now click on this value associated with the document and a page will open, allowing them to check the versions of the specific document as intended.

Bug Fix

DMS - Loading is displayed on Pages that open slow

We have resolved an issue that was causing system instability. This bug fix will improve overall performance and enhance user experience.

Bug Fix

DMS - Archiving to mutiple records with metadata templates

We have fixed a bug that was causing issues with metadata when multiple documents were uploaded onto a single record. Now, upon checking the definition, the metadata will be properly filled.

Bug Fix

DMS - Retention Label Information Cleared After Update for ABS in Datagrid

We've fixed a bug related to the datagrid containing multiple documents. Previously, when performing an update action, all information connected to the retention labels was being removed. Now, the update action preserves all related information as expected.

Bug Fix

DMS - Issue When Cancelling Upload Dialog with "Set Filename on Upload"

We've fixed a bug related to the "set Filename on upload" setting in DMS mapping. Previously, if a user canceled the dialog during the archiving process, the metadata definition did not display the filename of the document. Now, the filename will correctly display as intended.

Release Version 23.4.0.0

Feature Upgrade

DMS - SilentUpload Metadata is overwritten

During a SilentUpload, the metadata from the fixed metadata value would be overwritten if it was in the parameter metadata. This issue has now been resolved. Now, if the metadata from the fixed metadata value is in the parameter metadata, the value will not be overwritten. This update ensures that the metadata created in the DMS remains intact and unaltered.

Feature Upgrade

DMS - Ending Text in Audit Proof Report

The latest update allows DMS Admins to include an ending text in the Audit Proof Report, clarifying that Simova GmbH takes no warranty for any issues that may arise post-publication. This text can be modeled after previous compliance reports and will detail Simova's non-commitment to any inaccuracies that may occur due to changing market conditions. It also reiterates the user's responsibility to comply with all applicable copyright laws and the restrictions on reproducing, storing, or transmitting any part of the document without written permission from Simova.

Feature Upgrade

DMS - General Caption changes

This release introduces improvements to the DMS user interface for better distinction between files and Business Central documents. Changes include renaming all mentions of "BC document" to "Business Central Document". In the Document Search, "Creation Date", "Versions", "View", and "Metadata" have replaced "Cration Date", "Version", "View", and "Metadata Count" respectively. Additionally, "Uploaded by" and "Uploaded at" have replaced "Created by" and "Created at" for document entries. These changes aim to enhance user understanding and experience.

Feature Upgrade

DMS - Audit Proof Report Action/Set Permission description

In this release, we have added a feature for External Auditors to view descriptions about the action/set Permissions for Retention Labels. This enhancement provides clarity on which users have the authority to set a label, ensuring efficient auditing process.

Feature Upgrade

DMS - Regulatory Record Wizard

A wizard for enabling the Regulatory Records feature in Microsoft Pureview is added to the DMS Retention Label page.

Feature Upgrade

DMS - Guided Tour On Retention Label Page

The Retention Label page now includes an introductory guided tour upon first access, providing clear explanations for each action.

Feature Upgrade

DMS - Double Print into different Records

We've introduced a new function with an overload (OnReportPost) that allows for files to be uploaded to a different record than the source recordref. This enhancement enables reports to be printed to a specific record, improving the double printing capability. This update is in response to user feedback and aims to enhance the overall user experience.

Feature Upgrade

DMS - Performance when opening pages

We've addressed a performance issue that occurred when handling large volumes of documents in DMS by Simova. Previously, users experienced a significant drop in performance when trying to open cards or preview documents if there were 800-900 documents in DMS by Simova. This issue caused delays of over 30 seconds to open a contact card and intermittent hanging when previewing documents. With this update, performance remains consistent regardless of the number of documents in Simova DMS, ensuring a smooth and efficient user experience.

Feature Upgrade

DMS - Refactoring of "Codeunit 5227455 Retention Mgt"

In this release, we have refactored the "Codeunit 5227455 Retention Mgt" to improve code comprehension for developers. The update includes detailed comments on procedures and the splitting of functions into smaller, more manageable components where possible. This enhancement will streamline the development process and facilitate easier understanding of the code structure.

Feature Upgrade

DMS - Tenant Name in Repository Config should be notblank

Previously, the tenant name within the configuration could be set to blank. With this update, the tenant name field will now require a valid input and can no longer be left blank.

Feature Upgrade

DMS - Notification for the "Open Interaction Log Entry" action only shown when CRM is not active

We've enhanced the notification for the "Open Interaction Log Entry" action in the DMS. A notification will now only appear when the CRM is active in the module setup and the CRM for a specific mapping is not enabled. This provides a more streamlined and efficient user experience.

Feature Upgrade

DMS - Metadata Matrix Caption

We have updated the captions in the DMS User interface for a more professional look and feel. The changes include capitalization corrections in "Import Source Metadata" and "Import Source Content Types" to enhance readability and consistency throughout the platform.

Feature Upgrade

DMS - Enhancement of the "Show Source Record" action for the Document Log to allow the old record to be displayed

In this release, we have enhanced the "Show Source Action" to function similarly to the "Show Source Record" action in the Document Search for DMS users. This improvement allows users to open the source record after the posting process and if the document's not found, the user has the option to open the related document list.

Bug Fix

DMS - Assigning Automatically from Error Inbound list

We've resolved an issue where the mapping list was incorrectly appearing, even when a document with a correct barcode was successfully assigned in the inbound list. Now, the mapping list will only appear when necessary, streamlining the assignment process.

Bug Fix

DMS - Document relation from Sales Invoice to Posted Sales Invoice

We have fixed a bug that was preventing documents from displaying on the Posted Sales Invoice. Now, any documents related to the Sales Quote, Sales Order, and Posted Sales Shipment will correctly appear on the Posted Sales Invoice as expected.

Bug Fix

DMS - Archive Queue archives reports without filename

We have fixed a bug related to the archiving of reports. Previously, when checking the archived report in the datagrid, the filename was not included in the document. With this update, the filename will now be correctly included in the archived report document.

Bug Fix

DMS - Migration did not migrated all metadata values

We've fixed a bug that was affecting the migration of documents. Previously, some metadata values were not being filled in correctly after migration. With this release, all metadata values should now correctly populate following a document migration.

Release Version 23.3.15.0

Bug Fix

DMS - Record is already open in posting routine

There was a problem where the error "Record is already open" occurred during a booking routine. This has now been fixed by always closing the RecordRef after a run.

Bug Fix

DMS - Document search preview is not reloaded

We have addressed a bug, in DMS, concerning the document search functionality. Previously, when applying filter criteria that resulted in no documents found after applying filters where a document has been found, the preview was not cleared resulting, that the preview would show the document from the filter citeria before.

Release Version 23.3.14.0

Bug Fix

DMS - Assigning Automatically from Error Inbound list

We've resolved an issue where the mapping list was incorrectly appearing, even when a document with a correct barcode was successfully assigned in the inbound list. Now, the mapping list will only appear when necessary, streamlining the assignment process.

Bug Fix

DMS - Migration did not migrated all metadata values

We've fixed a bug that was affecting the migration of documents. Previously, some metadata values were not being filled in correctly after migration. With this release, all metadata values should now correctly populate following a document migration.

Release Version 23.3.13.0

Bug Fix

DMS - SP Migration Wrong Library Name

We have fixed a bug that was previously causing issues when documents were archived to a document library with special characters. Now, when the SharePoint Migration is executed, these documents will be successfully migrated to the new repository.

Release Version 23.3.12.0

Bug Fix

DMS - Access Control on Metadata Templates

We have resolved a bug related to metadata management access controls. Previously, restrictions configured at the metadata management level were not effectively applied to the restricted site. This issue has been fixed to ensure proper access control and restriction enforcement.

Bug Fix

DMS - Wrong Validation in Recycle Uploads

We have resolved a bug that was causing errors during the run of the clean upload queue. Now, the queue runs smoothly without any disruptions.

Release Version 23.3.11.0

Bug Fix

DMS - Special character in Doc No. cannot be processed in Archive Queue

There was a problem that documents to be processed in the Archive Queue had a special character in the Doc No. (e.g. PSI0001/12). These were then not processed because the special character was not converted correctly. This has now been fixed and the processing works without any problems.

Bug Fix

DMS - Remove TryFunctions that cause errors in on-prem environments

There were problems with the processing of Archive Queue Entries because transactions were executed in TryFunctions. This has now been corrected by removing the Try Functions.

Bug Fix

DMS - Archive Queue cues in Admin Rolecenter optimised

The filtering of the archive queue cues was misleading because it was not filtered when an archive queue was processed, but when it was created. This has now been corrected so that the display in the roll centre shows the correct number of documents.

Bug Fix

DMS - Archive Queue counts entries that cannot be processed

There was a problem that documents that were not processed because a previous version had not yet been uploaded were added to the calculation of the entries to be processed. This is not correct as a certain number of entries should be processed per job queue run. This has now been optimised and the specified number is now processed.

Release Version 23.3.8.0

Bug Fix

DMS - Specific Email can't be dropped on the DropZone

We've resolved a bug that was affecting the upload functionality on the DMS Datagrid. Users can now successfully upload emails dropping them on to the Dropzone without any issues.

Bug Fix

DMS - Document relation from Sales Invoice to Posted Sales Invoice

We have fixed a bug that was preventing documents from displaying on the Posted Sales Invoice. Now, any documents related to the Sales Quote, Sales Order, and Posted Sales Shipment will correctly appear on the Posted Sales Invoice as expected.

Feature Upgrade

DMS - SharePoint Migration - Metadata Matrix

This release introduces a Matrix feature for DMS Admins, crucial for SharePoint Migration. It allows seamless transfer of Metadata and Content Types between any SharePoint systems. This enhancement, accessible from the Migration Page, ensures successful document migration by preserving content type availability and metadata values from the source document.

Release Version 23.3.6.0

Bug Fix

DMS - Document Preview issue

We have fixed a bug in the DataGrid that prevented documents from being displayed.

Release Version 23.3.5.0

Bug Fix

DMS - Manual Assignemnt from Inbound List Transaction Error

We've fixed a bug in the inbound list. Previously, an issue was encountered when a document was signed with a barcode and then changing that barcode to another one would let an Error occur. With this update, documents can now be resigned with barcodes, without any issues.

Bug Fix

DMS – Tenant Name in Repository Setup is not mandatory

We've fixed a bug where the tenant name was not being made mandatory during repository configuration. This was causing difficulties in downloading certificates. Now, the tenant name is required, ensuring proper functioning of the application certificate downloads.

Feature Upgrade

DMS - SilentUpload Metadata is overwritten

Previously, if the metadata from the fixed metadata value was in the parameter metadata, it was being overwritten. With this update, the fixed metadata value will no longer be overwritten during a SilentUpload, improving the function where the metadata is transferred as a parameter.

Release Version 23.3.4.0

Bug Fix

DMS - Double printing does not work because of report layout selection

There was a problem with double printing that occurred when the required entry was not available in the Report Layout Selection table. This request has been removed and the problem no longer occurs.

Bug Fix

DMS - Optimize Archive Queue performance

The performance of the processing of the archive queue was not sufficient if you want to process several hundred thousand documents daily. This has now been optimised by using background sessions for processing. The number of sessions allowed can be set in the DMS Module setup. The most efficient way of processing is as follows: Total upload attempts per run (incl. retries): 1000 Max. Parallel Running Sessions: 25

Bug Fix

CORE - Preview opens in a new tab

We have fixed a bug in the DMS Preview that occurred when selecting a large file from the DMS Document entries and subsequently changing the document. This previously resulted in the document not displaying in the DMS Preview, but instead opening in a new tab.

Release Version 23.3.3.0

Bug Fix

DMS - Download and export action on document search

We've fixed a bug in the DMS document search functionality. Previously, the 'download' and 'export' options were not working as expected. Now, clicking 'download' will directly download the selected document or, in case of multiple documents, download them as a ZIP file. When 'export' is selected, the whole filtered list will be downloaded.

Bug Fix

DMS - Datagrid Version 0

We've fixed a bug that was causing incorrect version numbers to be displayed when opening the Datagrid of an archived document. Now, the correct version number is displayed as expected.

Feature Upgrade

DMS - Print on Event for browser printing

In this release, we have added a new feature for DMS Admins. Now, whenever the "Print on Event" function is activated for a report, the report will be automatically archived if the printing takes place via the browser. This ensures that all reports that are printed or created through document conversion are safely stored in the repository.

Release Version 23.3.0.0

Bug Fix

DMS - User can print into DMS despite having no permission

We have resolved a bug that previously allowed unauthorized users to upload a document through the archive queue. Now, the Archive Queue Entry will be created but not uploaded via the Job Queue until it is reset by an authorized user or the user is granted upload access.

Bug Fix

DMS - Dynamic Mapping Value Selection does not work properly

We have resolved an issue concerning Dynamic Mapping Value Selection for metadata values. Previously, the selected value wasn't assigned to the metadata upon document archiving. Now, if the Dynamic Mapping Value Selection is enabled and a document is archived, the chosen Metadata value will be correctly assigned. If only one value is found for the metadata, it will be automatically populated.

Bug Fix

DMS - Datetime is not written to the Metadata

A fix has been done, to make the SetDateTime action on the Document Definition not usable for the "Archiving Date".

Bug Fix

DMS - Cycle Job Queue is not working correct

We've fixed a bug that was causing issues for users in BC when attempting to create a new year subsite using the job queue. The functionality should now work as expected.

Bug Fix

DMS - Metadata Actions are visible if user is not active

We've fixed a bug related to license validation. Previously, actions were being displayed in the role center even when no license was active. With this update, no actions will be visible unless a valid license is active.

Bug Fix

DMS - Filtered View is not Filtered after document deletion

We've resolved an issue that caused the filters to reset on the document entry page when accessed via the chart and after deleting a document due to an sessions reload that was performed on the delete action. The unnecessary session reload has been eliminated, ensuring the page will maintain correct filtering.

Bug Fix

DMS - Access Control Configured Toggle non-editable

We've fixed a bug where the toggle indicator on the Content Type card was incorrectly editable. Now, the toggle indicator is correctly displayed as non-editable when an Access Control is in action.

Bug Fix

Document Inbound - Preview Factbox not empty if list is empty

The preview factbox will now be completely empty when the inbound documents list is empty. Previously, some old documents might still be shown in the preview factbox, even though there are no entries in the list.

Bug Fix

DMS - Adding users in user group does not show them synced

In this release, we have fixed a bug which previously caused that, users were not correctly marked as SharePoint users when viewing the user list. This issue has now been resolved and users will be accurately identified as SharePoint users, when a new modern SharePoint is set as the active repository.

Bug Fix

DMS - No Empty File Message while Uploading through File Explorer

Previously, when you have stored empty files via drag & drop a message came that one or more documents are empty and therefore can not be stored. But when storing an empty file via file explorer there was no message and nothing was uploaded. This error has now been fixed and now this message appears every time when trying to store an empty document regardless of whether via drag & drop or via file explorer.

Bug Fix

DMS - Improve Create retention label dialog on SharePoint

The label-text in the confirmation dialog of the "Create retention label" action has been adjusted to meet the requirements of a confirmation dialog.

Bug Fix

DMS - Changing Repository unchecks published document library content types

An error has been fixed that occurred during the update of a SharePoint Repository. This error prevented Content Types in a Document Library from being set as published. Additionally, a new dialog has been added that prompts users to confirm if an immediate update should be performed when changing the active repository to a SharePoint repository.

Bug Fix

DMS - Interaction Log Entries "Show DMS Document" Action opens document search

A fix has been made, that the Show DMS Document action on the Interaction Log Entry really shows the document and this within the Document Entries instead of Document Search.

Bug Fix

DMS - Standard email sending creates two archive queue versions

We've fixed a bug related to the email sending functionality. Previously, multiple archive queue entries were being created during the BC standard Email sending process. Now, only one archive queue entry will be created.

Bug Fix

DMS - When doing a multdrop on multiple records then the metadata should change

We have fixed a bug related to the multidrop feature. Previously, when dropping files on multiple records, the metadata values showed the values based on the first selected record. Now, when multiple files are dropped, all metadata fields will display "[Multiple Records selected]".

Feature Upgrade

DMS - Block Lookup for DMS Users

In this update, we have enhanced the DMS Admin functionality by preventing the use of lookups in the DMS Users User field. This change ensures that no unlicensed DMS users can be selected, thereby reducing the potential for errors.

Feature Upgrade

DMS - SharePoint Members Caption/Tooltips/Icons

We have updated the tooltips and captions related to DMS SharePoint Members related actions for improved clarity and user understanding. These changes will provide a clearer understanding of the action's function for DMS users.

Feature Upgrade

DMS - Share functionality on the DataGrid

This release introduces an enhanced share functionality on the DataGrid, similar to the BC standard. This feature comes with a 'Share' button. It also allows users to see who the file is already shared with.

Feature Upgrade

DMS - Share Functionality for document versions.

We have introduced a new feature for our DMS Users. Now, users can utilize the share functionality for specific versions of a document. This enhancement allows for more flexibility and control over document sharing, enabling users to share different versions of a document. This action is available across multiple pages and has been integrated into all areas for seamless user experience.

Feature Upgrade

DMS - Share functionality on the Document Entry Page

This release introduces an enhanced share functionality on the Document Entry, similar to the BC standard. This feature comes with a 'Share' button. It also allows users to see who the file is already shared with.

Feature Upgrade

DMS - Share functionality on the Document Search

This release introduces an enhanced share functionality on the Document Search, similar to the BC standard. This feature comes with a 'Share' button. It also allows users to see who the file is already shared with.

Feature Upgrade

DMS - Username field

We've updated the DMS user interface to include the username in user groups. This field will now display the Full Name, ensuring accurate user identification, especially in cases of modern authentication. Previously, the system displayed the repository username, which was not populated during modern authentication. This enhancement improves user group navigation and user identification.

Feature Upgrade

DI - Multiple Bar- & QR Code Assignment

In this release, we have updated our Document Management System (DMS) to allow multiple assignments of the same barcode number. This change removes the previous restriction that caused an error when a barcode was assigned more than once. Users can now create multiple entries with the same barcode number. Additionally, when a document is returned to the system, it will be archived against every record that has a barcode entry with the same value. This enhancement streamlines the archiving process, saving users significant time when archiving a document against multiple records.

Feature Upgrade

DMS - Audit Proof Show Source Action

Now, on the Audit Proof Log page, users can directly open the source record where the document was uploaded. This enhancement facilitates easy access to the source record of the DMS entry related to the Audit Proof Log entry.

Feature Upgrade

DMS - Adding Option to enter Document Entries via DMS Search

The DMS Document Entries page has now been added to the Business Central Search, previously it was only possible to open the page from the DMS Role Center.

Feature Upgrade

DMS - Disallow using the same Email Address for Authentication

we have enhanced the DMS to disallow the input of duplicate authentication user name for a DMS user. This update ensures the prevention of potential authentication misuse.

Feature Upgrade

DMS - Azure Blob Storage Single Container for All Document Libraries

We have introduced a new feature for DMS users to enhance their data management capabilities. Users now have the flexibility to choose between using a multiple container for each document library or a single container for all document libraries. This update aims to provide users with more control over their data and facilitate the use of additional services like Azure Cognitive Search with Azure Blob Storage.

Feature Upgrade

DMS - Show Document Log Action on Document Search

We have added a new feature for DMS Users in the Document Search functionality. Users now have the option to open the Document logs directly from the Document Search for the selected entry. This enhancement ensures that the Document Search has the same functionality as the Document entry page to open the Document log page, providing a more streamlined and efficient user experience.

Feature Upgrade

DMS - Fill Azure Cognitive Setup fields automatically with recommended values

In this release, we have enhanced the user experience for DMS Users by introducing pre-filled fields with recommended values for the Azure Cognitive Search and Index wizards. This feature aims to streamline data entry, saving time and effort, while still retaining the flexibility for users to change these values as needed.

Release Version 23.0.0.0

Feature Upgrade

DMS - Update to Business Central 23

The runtime version has been upgraded to version 12 to ensure optimal compatibility with Business Central 23.

Release Version 22.2.5.0

Bug Fix

DMS - Error during certificate authentication

There was a problem that when you synchronised a document, it was always authenticated with the certificate. This led to errors for customers who did not use the certificate. This has now been fixed.

Release Version 22.2.4.0

Bug Fix

DMS - Redirect Url in authentication function

There was a problem generating the redirect url in different contexts. This has been fixed by not generating the redirect url again during authentication but loading the existing one from the DMS Module Setup.

Release Version 22.2.3.0

Bug Fix

DMS - Dynamic Redirect URL for SaaS

The redirect URL is no longer fixed to "https://businesscentral.dynamics.com/OAuthLanding.htm". It is now dynamically fetched from the Business Central URL. This allows custom domain users in SaaS environment to utilize the App Registration Wizard. Please note that the custom domain still needs to be manually inserted in our CORE App. This update is aimed at providing flexibility for customers to use their own domains with our App Registration Wizard.

Release Version 22.2.2.0

Bug Fix

DMS - Reload Core User Page deactivates all Users

We've fixed a bug where users were being incorrectly deactivated when navigating to and reloading the Core Users page from the DMS and DVS User page. Now, enabled users will stay active as intended.

Bug Fix

DMS - Improve Create retention label dialog on SharePoint

The label-text in the confirmation dialog of the "Create retention label" action has been adjusted to meet the requirements of a confirmation dialog.

Bug Fix

DMS - Interaction Log Entries "Show DMS Document" Action opens document search

A fix has been made, that the Show DMS Document action on the Interaction Log Entry really shows the document and this within the Document Entries instead of Document Search.

Bug Fix

DMS - Set the Repository active if the module setup is not active

Before it was not possible to set the repository to active in the repository wizard and also not via action when creating a repository. Now this problem has been solved and activating the newly created repository is possible again, both in the repository wizard and via action.

Bug Fix

DMS - (Version) Metadata is not filled

In this fix, we have enhanced the document upload feature through the Dropzone. Now, when you upload the same document and create a document version, the "version" metadata will be automatically populated into the document version.

Bug Fix

DMS - Wrong creation of log when printing the same report multiple times

In this release, we have corrected a bug in the document log functionality. Previously, when a report was archived multiple times, all document logs of the report were incorrectly marked as 'archived'. With this update, only the first log will be marked as 'archived' and subsequent logs will correctly be marked as 'versioning'. This ensures accurate tracking and management of your document archiving and versioning activities.

Bug Fix

DMS - Email Accompanying Documents

In this release, we have fixed a feature for our document storage system. Now, when you store a document that is accompanied by an email, the system will automatically assign the respective metadata value. This enhancement aims to improve the efficiency and accuracy of document management.

Bug Fix

DMS - "Report setting does not exist. Identifying fields and values: Report ID='0'." during sending

In this release, we have addressed an issue that was causing errors when sending documents once DMS to EDS was installed. With this update, we ensure that this issue no longer occurs, providing a smooth document transmission process.

Release Version 22.2.1.0

Bug Fix

DMS - Authentication problem during synchronization and archive upload

There was a problem that a SharePoint certificate was required for synchronization and archive upload, even though you wanted to use this with user authentication. This has now been fixed and the process now first checks whether a SharePoint certificate is available and if not, it is uploaded in the user context.

Release Version 22.2.0.0

Feature Upgrade

DMS - Open Interaction Log Entry Card after creating Interaction Log Entry

This addition opens a log entry creation, if a user has CRM activated in the Module Setup, the tick set on the mapping of a document library and the setting for this opening is activated.

Feature Upgrade

DMS - Client Certificate Manual Upload/OnPrem Creation

The DMS Users now have the added flexibility of manually uploading and using Client Certificates for On-Premise. For Business Central On-Premise, once the user data for the App Registration is entered, a new page will now be available to manually add the client certificate file.

Bug Fix

DMS - Email Mapping Metadata Error

There was a problem that if the email mapping was not set up correctly in the mapping setup, the error "The metadata information are not correct! Check the Content Type ID of the Document Library or update all Sharepoint information again" was displayed. Now a specific error message is displayed to the user.

Bug Fix

**DMS - Actions on the Page-View of the Datagrid should be checked for functionality **

This fix enables to use actions such as "Remove", "Move" and "Download" that caused improper operations in the Page view, while they worked without problems in the Add-In view.

Bug Fix

DMS - Datagrid version window not working properly & deselect not possible

In this release, we have enhanced the functionality of the datagrid. Now, when you select a version and then revert back to the main version, the actions for the main documents will not only be visible again but will also be fully operational. This improvement ensures a seamless and efficient user experience.

Bug Fix

DMS - Retention Label filtered for active Repository

This fix filters the retention label page based on the current active repository.

Bug Fix

DMS - Metadata issue / Missing values in the library and in the sharepoint

Resolved an issue where multiple entries of the same metadata for different document libraries were not being saved. Now, metadata is saved consistently.

Release Version 21.16.0.0

Feature Upgrade

DMS - Log for change of Metadata

With this addition, you now get entries on the document log page that tell you if a document's metadata has been modified.

Feature Upgrade

DMS - Add Notifiction when Certificate expires

Added a notification within Business Central that notifies the DMS contact person when the certificate expires within the next month.

Feature Upgrade

DMS - Log of Move Document

With this addition, you now have entries on the document log page that tell you when a document was moved to another document library, for example.

Feature Upgrade

DMS - Log the Set Retention Label Action

With this addition it was implemented that you now get entries in the document log page after you have assigned a retention label to a document, which provides information about which document has been assigned with which retention label.

Feature Upgrade

DMS - Track Export All Functionality

With this addition, you now get entries in the Document Log Page that provide information about the documents that have been downloaded with the "Export All" action.

Feature Upgrade

DMS - Audit Log Configuration

A new page-part within the DMS | Module Setup has been added where the creation of log entries can be individually enabled or disabled.

Feature Upgrade

DMS - Log for Restore Version

With this addition, you now get entries in the Document Log Page that show the documents where the current document version has been restored to an older version.

Feature Upgrade

DMS - Refactoring of "Codeunit 5227441 SP Migration"

• Comprehensive code refactoring conducted to enhance structure, readability, and maintainability.
• Existing procedures commented for improved codebase documentation.
• Complex functions split into smaller, modular functions to enhance maintainability.

These changes collectively enhance Codeunit 5227441 SP Migration, making it more maintainable and understandable for current and future development.

Feature Upgrade

DMS - Log the download document basket

With this addition, you now get entries in the Document Log Page that provide information about when a document was downloaded through the Document Basket.

Feature Upgrade

DMS - Refactoring of "Codeunit 5227454 Relation Mgt"

• Comprehensive code refactoring conducted to enhance structure, readability, and maintainability.
• Existing procedures commented for improved codebase documentation.

These changes collectively enhance Codeunit 5227454 Relation Mgt., making it more maintainable and understandable for current and future development.

Feature Upgrade

DMS - Audit of Document Downloads

With this addition, you now get entries in the document log page that give information about document downloads, so you can track them.

Feature Upgrade

DMS - Log for adding doc to document basket

With this Addition, you now get entries on the document log page that tell you when a document was added to the document cart.

Feature Upgrade

DMS - Retention Handling Azure Blob Storage

The handling of retention for a Azure Blob Storage repository has been improved. Previously, it was not possible to assign a retention label to a new version of a document. This limitation has been addressed, allowing users to now define a retention label during the archival of a new document version. This change enhances retention management capabilities.

Feature Upgrade

DMS - Add Notifiction when The Client Secret expires

Added a notification within Business Central that notifies the DMS contact person when the client secret expires within the next month.

Bug Fix

DMS - Change Archive queue filename order

We have made an adjustment to the filename configuration for printed reports. Previously, the order was set as Document No - Report Layout Name (if included) - Configured Report File Name - Version No. This sequence was incorrect and has now been rectified. The corrected order is now Document No - Configured Report File Name - Report Layout Name (if included) - Version No.

Bug Fix

DMS - Rights issue when deleting Purchase Invoice Lines

A permissions error occurred while using the DMS User Permissions set, making it impossible to delete Sales/Purchase Lines within a Quote/Order/Invoice.

This error has been fixed and it is now possible to delete Sales/Purchase Lines when using the DMS User Permissions set.

Bug Fix

DMS - UTC Time used in "Changed At" field

Previously, when a document was uploaded to SharePoint, the "Changed At" field in the document entry displayed the time in UTC (Universal Time Coordinated). Now, after uploading a document to SharePoint, the "Changed At" field will now display the right time zone.

Bug Fix

**DMS - Retention labels not selectable and metadata not showing for all content types in document definition **

Previously it was not possible to select a retention label in the document definition window and if a label was pre-configured it was not displayed. In addition, it was not possible to view the metadata for all content types in the document definition window. Now these errors are fixed and it is again possible to select retention labels and use them, as well as view the metadata for all content types.

Bug Fix

DMS - Edit on Document dosen't work | Actions don't work afterwards

An error occurred when using the action on the document entry page, which caused the functions to not work properly.

This error has been resolved, and the action on the Document entry page now works properly.

Release Version 21.15.3.0

Bug Fix

DMS - Table Object "SIM_DMS Document Log" was moved

Other objects that were not in the DMS object range were corrected and moved to the object range.

Release Version 21.15.2.0

Bug Fix

DMS - Change Archive queue filename order

We have made an adjustment to the filename configuration for printed reports. Previously, the order was set as Document No - Report Layout Name (if included) - Configured Report File Name - Version No. This sequence was incorrect and has now been rectified. The corrected order is now Document No - Configured Report File Name - Report Layout Name (if included) - Version No.

Bug Fix

DMS - Table Object "SIM_DMS Document Log" was moved

We have changed the table number from the object 5227441 "SIM_DMS Document Log" to the object 5227480 "SIM_DMS Document Entry Log", because the number 5227441 is not in the DMS object range.

Release Version 21.15.1.0

Bug Fix

Edit on Document dosen't work Actions don't work afterwards

An error occurred when using the action on the document entry page, which caused the functions to not work properly. This error has been resolved, and the action on the Document entry page now works properly.

Bug Fix

Rights issue when deleting Purchase Invoice Lines

A permissions error occurred while using the DMS User Permissions set, making it impossible to delete Sales/Purchase Lines within a Quote/Order/Invoice. This error has been fixed and it is now possible to delete Sales/Purchase Lines when using the DMS User Permissions set.

Bug Fix

UTC Time used in "Changed At" field

Previously, when a document was uploaded to SharePoint, the "Changed At" field in the document entry displayed the time in UTC (Universal Time Coordinated). Now, after uploading a document to SharePoint, the "Changed At" field will now display the right time zone.

Bug Fix

Retention labels not selectable and metadata not showing for all content types in document definition

Previously it was not possible to select a retention label in the document definition window and if a label was pre-configured it was not displayed. In addition, it was not possible to view the metadata for all content types in the document definition window. Now these errors are fixed and it is again possible to select retention labels and use them, as well as view the metadata for all content types.

Release Version 21.15.0.0

Feature Upgrade

Label prioritization based on metadata

The creation of an App Registration is now moved to the new DMS - App Registration Wizard. This wizard will guide the user to create a new App Registration for DMS, and also give the possibility for the user to create an App Registration which its own name.

Feature Upgrade

App Registration Wizard in Repository Wizard

The DMS - Repository Wizard (SaaS) will now give a prompt to the user to configure its App Registration upon tryin to create a new Azure Blob Storage or SharePoint site, when the user tries to create a new one without configuring the App Registration in the DMS - Module Setup beforehand.

Feature Upgrade

App Registration Save Data on Creating New App Registration

Creating a new App Registration in DMS, will now save the App Registration data, so that upon trying to edit the App Registration with the DMS - App Configuration Wizard, the fields are prefilled with the existing data.

Feature Upgrade

Document Log for Archiving Documents

The document log has been extended so that deleting a document now creates an entry.

Feature Upgrade

Document Log for deletion of the document

The document log has been developed.

Feature Upgrade

Log Version Creation

The document log has been enhanced so that versioning now creates entries.

Feature Upgrade

Add search in document log for document search

The document search has been extended in that it is now possible to search for log entries for document numbers that do not have a document, in addition to document relationships.

Feature Upgrade

General Document Log Page

A new log page has been created, which displays all log entries for documents.

Feature Upgrade

Using the SharePoint App Access for the DMS Synchronization

It is now possible that the user who triggers the synchronisation does not have to be authenticated to the sharepoint. The download is now executed via a SharePoint App user.

Bug Fix

Editing Retention Start Time is not working

Previously, when a document was dropped and the retention labeling time was manually changed by a few minutes, the new time was not taken into consideration and the label was then set directly. This has now been fixed and the newly entered time is now used. (With a preconfigured label in the document library)

Bug Fix

Add Missing Permissions

Some of the objects were not included in the permission sets, which has now been fixed.

Bug Fix

MultiSelection with MultiDrop removes Content Type

There was a problem that when uploading a document with multi selection, only the content type of the first document was set. Now the content type is assigned to each uploaded document when it is confirmed.

Bug Fix

Multidrop on Multiple Records wrong Invoice No. in Metadata

There was a problem that when uploading more than one document with multi selection, only the metadata from the first selected record was set, so a Posted Sales Invoice with the No. PS-INV103021 could have the value PS-INV103040 in their metadata. Now, when using multi selection with more than one document, only the metadata that is not part of the configured DMS - Mapping is used for all documents.

Bug Fix

Uploading a file with special characters via the archive queue

In this bug it was the case that the report layout text was stored and archived with a slash (special character), which led to respectively different errors when storing on repositories of the type Azure Blob Storage and SharePoint. The bugfix solves the error by converting special characters in the report layout text to underscores.

Release Version 21.14.0.0

Feature Upgrade

Creation of App Registration Wizard

The creation of an App Registration is now moved to the new DMS - App Registration Wizard. This wizard will guide the user to create a new App Registration for DMS, and also give the possibility for the user to create an App Registration which its own name.

Feature Upgrade

The Migration Report Overhaul

The SharePoint migration has been changed from a report to a page. This allows for better viewing and management of the migration data.

It is also now possible to migrate data to a SharePoint using OAuth.

Feature Upgrade

Modifying Renew App Registration

Renewing the DMS App Registration is now possible for other App Registration names other than "DMS by Simova". The Client Secret will also no longer be name(Client Secret Description in Azure Portal) dependant. It will look up which Client Secret is currently in used and updates it. The new Client Secret will now also be shown after renewing, so that the user can take a note of it and use it again if needed.

Feature Upgrade

Remove USER LIMITED permission

The Permission set "User Limited" was set on obsolete and is going to be removed in the close future. The configuration for specific permission should only be done from the new feature DMS - access control.

Feature Upgrade

App Registration check permissions for own data entering

The DMS - App Registration Wizard will check if all of the necessary permissions are inserted in the App Registration to be used by DMS. The wizard will also show which permissions are missing from the App Registration when user is trying to use existing App Registration.

Feature Upgrade

Access Granted more visible

The DMS - Module Setup now have a new field which shows if the permission is already granted or not.

Feature Upgrade

Possibility to switch Document Storage in DMS on and off

A toggle switch was added to enable/disable the creation of an entry in the archive queue for "report" type attachments, in the EDS dispatch profile options, which would have been automatically printed before.

Feature Upgrade

Adding fields for the app registration to the module setup

The DMS - Module Setup now have more fields in the App Registration section, which contains the important information of an App Registration. The fields are shown differently depending on the environment type (SaaS or On-Prem).

Feature Upgrade

Wizard for changing the App Registration

Changing an existing App Registration is now possbile through the DMS - App Registration Wizard, which offers more flexibility for configuring the App Registration.

Feature Upgrade

Standard Selection for Barcode

It is now possible to select a default barcode content type selection in the Barcode Factbox configuration, so that this content type is automatically pre-selected each time the content type list opens on barcode creation or assignment.

Bug Fix

Metadata Management Error Message

An error occurred when selecting a content type for metadata management that had not yet been published, resulting in the metadata management page being closed.

This error has now been fixed and it is now possible to select a content type that has not yet been published when defining the metadata management.

Bug Fix

Selection of last entry in the document search & entry

There was a problem that when performing the "Show Document" action on the "Document Search" or on the list of all document entries, the selected record was set to the last one. This is now fixed and after performing the action the previously selected entry is now still selected.

Bug Fix

Archive queue entry not filled correctly

Before there was the issue that when double printing, the fields Report ID and Filename were filled incorrectly or were not filled and that when you tried to enter the archive queue through the Dropzone, an error was thrown, which no longer occurs. Now both the field are correctly filled and it is possible to enter the archive queue through the Dropzone.

Release Version 21.13.0.0

Feature Upgrade

SharePoint app access in the archive queue

You now have the option to upload items to the SharePoint via the archive queue job queue in the application context. You can find this option in the DMS Module Setup under the Archive Queue Upload Method field. Select App to allow the archive queue job queue to upload to the SharePoint in the application context.

Important! This feature requires the application registration to be extended. Authentication is done using a certificate stored in the application registry. Also, 2 new application SharePoint permissions have been added. To use this feature you have to click on "Create App Regestration" in the DMS module setup and accept the new permissions. After that you will find a certificate in your app registry which is valid for 1 year.

Bug Fix

Retention Label queue is not filtered base on active repository

The Retention queue previously shown the entries for all repositories. A fix has been completed so that only the entries on the Retention queue page that have been handled with the repository that is the active one at the moment are shown.

Bug Fix

Wrong Compliance Center Link

The Compliance Center link for the "Create Label" action has been opening the usual Retention Label configuration of Microsoft. In order to take away even the admins permission to remove retention labels from a record, the labels have to be created as regulatury records in the fileplan configuration of the Microsoft Compliance center. The link in the action has been replaced and a reference to the Simova Documentation has been added.

Bug Fix

Retention Label on Content Type not editable

A Bug occured that made the field retention label not editable on the Content Type card page.

This bug has now been fixed and the field retention label is now editable on the content type page card.

Bug Fix

Archive Queue entries don't fill the retention start and end time

When an archive queue entry gets uploaded to the SharePoint the retention start and end time was not filled within DMS.

This bug has now been fixed so that the start and end time of the DMS entries uploaded via the archive queue now have the start and end time of the retention label filled.

Release Version 21.12.0.0

Feature Upgrade

Remove repositorydata page from search

The page Simova Apps | DMS - Repository Data is now removed from the search bar since it has no value to be entered directly. Therefore the full list can be searched and entered.

Feature Upgrade

EventSubscriber for DMS Barcode Entry 2 for transfering Entry to DI Barcode Entry

If a new barcode is created in the Barcode Entry 2 table in DMS, it is written to the Barcode Entry table in the Document Inbound App, if it is installed.

Feature Upgrade

Event and Documentation to change Document Layout Code before Print Page

A new event was added to DMS that gets triggered before the DMS archive queue entry is created during the posting process with the document layout code, RecordRef and the Report No. of the archived report.

An example for usage can be found in the DMS documentation.

Feature Upgrade

Add Source and Document Library Code to Document Library Input Page

In DMS by Simova, a feature has been previously added that enables you to find documents in the document search that are related to the record in case the record itself has no documents stored on it yet. The "Source Document No." field has now been added to the Document Library Input Dialog page, so that the Document No. entered on the "Document Search" page can also be seen when selecting the document library.

Feature Upgrade

Document Definition Metadata subform

The overview on the "Document Definition Metadata Subform" card page has been adjusted to have a better separation of the fields.

Feature Upgrade

Fetch Report Layout Code from Report Settings Page

The functionality of the Report Layouts was now improved within DMS so that when the Report Layout is changed on the request page the archived DMS entry also uses the changed Report Layout.

Feature Upgrade

Field to add to Filename in Report Settings

A new field called "Report File Name" has been added to the "DMS Report Setup" to allow you to customize the file name of your report. This function is displayed in the following format (No. - Report File Name - Report Layout Code). In case a single page regarding one record is used for printing multiple reports, the own filename can be used to differentiate the filenames from one another, in case the report layout code is not used.

You will also find the "Add Report Layout Description" field, which you can use to include or exclude the report layout code in the file name. Please note that if disabled, different document layouts will be stored as versions of the same document.

Feature Upgrade

Change "Document Entry" to "document entries" for Document Relation Query in Document Search

In the document search a dialog is displayed when the searched document is not found and the caption "Document Entry" has been changed to "document entries".

Feature Upgrade

Navigate to page from document relation

Two new actions called "Show Source Record" and "Show Target Record" are now available in the DMS - Document Relation List. This button will open the selected source/target record page, provided the record is still available in the database. This is only possible for admins since only they have access to the page.

Feature Upgrade

Entering document relationship manually

Two new actions called "Add Source Relation" and "Add Target Relation" are now available in the DMS - Document Relation List. This button enables the possibility to add a document relation manually, by selecting a source/target record. This is only possible for admins since only they have access to the page.

Feature Upgrade

Deleting Shipement Document Relationship through Events

Deleting a shipment line in the Sales Invoice page, will now also delete all the related document relationship automatically. This is only possible for admins since only they have access to the page.

Feature Upgrade

Factbox Integration to Lot No. information

The DMS factbox has been integrated into the "Lot No. Information" list and card.

Feature Upgrade

Message in case of no SharePoint reply

Previously, no message was shown when SharePoint returned a communication error without a specific error code. A message has now been added which is stating that no specific error message has been returned by the SharePoint.

Bug Fix

Performance analysis for relations documents

It could occur that when using an Additional search setup with cross references, infinite search circles are created when opening a record with the DMS factbox on it. This has now been fixed and the Additional search goes through the different searches only once and also more performant.

Bug Fix

Activate Debug - No functionality

The option to activate the debug functionality was set obsolete and not visible. It is set to be removed with a future update.

Bug Fix

Factbox Visible in Barcode Content Type Selection

The document preview factbox was displayed during the content type selection for barcode label printing. This is now hidden there.

Bug Fix

Behaviour after storing empty file

When storing an empty Word document, first a message appeared that no empty documents can be stored and then the versioning window opened. Now the problem is solved and after the message for the empty document no further window appears.

Bug Fix

Error occurs on versioning from multidrop

When dropping multiple documents (including empty word documents), an error message appeared after the versioning window. This has now been fixed and the drop and versioning works again.

Bug Fix

SharePoint Member field only for Modern Auth

The SharePoint member field in the DMS user list is now only visible when the authentication type is set to modern. This is due to the functionality not being possible for basic authentication.

Bug Fix

Repository wizard does not work properly for OnPrem

An Error occured when using the Repository Wizard in an OnPrem Enviorment that made it impossible to configure a SharePoint Repository.

This Bug was now fixed it is now possible to use the Repository wizard to define a repository of type SharePoint.

Bug Fix

Remove "Rename Content Type" functionality

Because the content type is an important part of revision security, the Rename Content Type feature is no longer supported and has an obsolete tag.

Bug Fix

Show Document Action in Document Search finds nothing

Previously the action "Show Source Record" on the Document Search and the Document Entry did not work because it always tried to open the last entry instead of the selected one. Now it has been fixed and it is possible to open the selected source record again.

Bug Fix

User Settings for preview not saved

DMS saves the settings of the datagrid when the size of the preview window/version window has been changed, so that it remains the same when the datagrid is opened again in the respective document library. An error occurred when the preview window/version window was collapsed which caused the settings for it to not be saved.

This error has now been fixed, if the preview window/version window was collapsed and the datagrid is opened again, the preview window/version window remains collapsed.

Release Version 21.11.0.0

Feature Upgrade

Authenticate action only on the current user

It is now possible to authenticate only your own user against a repository. This prevents users from authenticating other users.

Release Version 21.10.0.0

Feature Upgrade

Document Library should not be deletable after storing a document on it

A document library can only be deleted now if no document is stored on it.

Feature Upgrade

Retention label actions for ABS & SP should not be shown

The actions for creating and synchronizing retention labels with the SharePoint and Azure Blob Storage repositories that were displayed when selecting retention labels are now hidden.

Feature Upgrade

Show relation entries

The DMS - Dropzone Factbox now have a new button called "Related Documents". This button will show the document relationship for the selected entry. A deletion of the document relation is also possible by DMS admin.

Feature Upgrade

Doc. Search query for entries with indirect relation

The document search will now ask to search for related documents if no document entry is found while searching. The message will only be shown if the "Document No." field in the filter group has a value filled.

Feature Upgrade

Retention Label Permissions via the Group Permissions

A new permission has been added to the permissions administration that allows administrators to specify whether the users present in the user group are allowed to change the retention label when archiving a document.

Feature Upgrade

Extended permissions configuration

A new functionality was added to DMS that makes it possible to define which users are able see, write or delete documents within a Document Library. This permission control can be configured on the level of the document library itself, content types and content types on document libraries. More on the extended permission control can be found in the DMS document.

Feature Upgrade

Reminder Caption & Tooltip Revision

An Improvement of the Caption & Tooltips was made that are in relation to DMS Reminders.

Feature Upgrade

Implementation of a Related Document List Page In DMS Pages

The related document list page can now be opened trough the document entries page and the datagrid.

Feature Upgrade

List of Document Related Entries

A new list is added which shows the related document libraries of a document and how many documents are stored in the document library.

Feature Upgrade

Show Doc. Entries in the related document list

After opening the new related document list, the field "No. of Entries" can be used to have a filtered view of the document entries that have a relation.

Feature Upgrade

Repository Setup Wizard Captions & Tooltips revision

An Improvement of the captions & tooltips around the DMS | Repository Setup Wizard has been made.

Bug Fix

Missing Permissions for User Set

A fix has been completed which makes it possible for Users with the permissions "User Limited" and "User" to take use of the Barcode-Factbox and its actions, that has beforehand been declined because of its missing user-permissions.

Release Version 21.9.4.0

Bug Fix

Guided Experience CheckList error on update

There was a problem that during the update a table entry was tried to be inserted into the Guided Experience, although this entry existed. This was fixed by requesting the context.

Release Version 21.9.3.0

Bug Fix

Repository Definition Card when Searching

There was an error that when opening the "DMS Repository Definition" from the search in a non-configured environment from the search the first time, that the "DMS Repository Configuration" page opened and then on when closing it created a repository without a name. This problem is now fixed and does not occur anymore.

Release Version 21.9.2.0

Bug Fix

Set Report Settings throws Error

When trying to define the report settings in the report setup of DMS, an error occurred which made it impossible to define the report settings for reports.

This error has now been fixed and it is now possible to define the report settings in the report setup of DMS.

Bug Fix

Barcode Factbox titel overwrites the DMS factbox titel

An error ocurred that canged the titel of the DMS DropZone Factbox to have the same name as the DMS Barcode Factbox.

This bug was now fixed the Titel of the DMS DropZone Factbox will not be overwriten by the configured Titel of the DMS Barcode Factbox.

Bug Fix

OnAfterGetCurrRecord trows error on DataGrid

There was a problem that the DMS DataGrid could not be opened because an error occurred in the OnAfterGetCurrRecord. This error was fixed by removing the trigger, because it has no relevance in the DataGrid.

Release Version 21.9.1.0

Bug Fix

Base64 conversion

There was a problem that responses of the API by Simova were converted from Base64 to normal text, although they had no Base64 conversion. This has now been fixed.

Bug Fix

DMS Datagrid error when opening

There was a problem that when opening the DMS datagrid an error occurred because an attempt was made to execute a wrong .Get() on a record variable. This has now been corrected.

Release Version 21.9.0.0

Feature Upgrade

Reminder Batches in User Role Center

The Reminder Cue was added and is now available inside the DMS admin and user role center.

Feature Upgrade

Expired Retention Labels should be deletable or have no effect on a document

A new handling of expired retention labels has been added, where expired ones do not get captured by the retention crawler anymore. Additionallly a action has been added to delete a expired retention label with has been placed on a document, so that if it is wanted a user has the option to place a new one. To identify a expired one, just like on a ongoing or a delated retention label, a emoji was added which shows a clock and a open lock.

Feature Upgrade

Transferring Documents via the Crawler to the Retention Queue

The functionality of the retention crawler has been changed. Now, as soon as a document is crawled, it is moved into the retention queue with the configured retention labels. In addition, an action on the role center in the retention label group can be used to open a retention crawler list. In this list, documents can be crawled too and can be immediately inserted into the retention queue.

Feature Upgrade

New SharePoint as standard value in setup wizard

The DMS Repository Setup Wizard will automatically selects new SharePoint SIte Creation as default value.

Feature Upgrade

Stack sorting for Queue Creation Date

The retention queue now has an ascending filter on the queue creation date field

Feature Upgrade

Batch for "Not Licensed"

A new Cue has been added to the DMS Role center that shows the Report Queue Entries with the status "Not Licensed" .

Feature Upgrade

Creation of a SharePoint Site from the Repository Card

The creation of SharePoint site is now possible from the DMS - Repository card within an own wizard. This feature only works in SaaS environments.

Feature Upgrade

Sharepoint User field in DMS Users

A new field called SharePoint member in the DMS - User List will now be shown, when SharePoint Repository is selected as active repository. This field will be used to show if the user(s) is/are a member of the active SharePoint repository.

Bug Fix

Printing as non activated user

An Error occured when a Business Central user tried to print a report when the User has the DMS User Permissions set assigned too but is not licensed to DMS because of insufficent permissions.

This error is now fixed.

Bug Fix

PDF Document Conversion

An error occurred during the PDF conversion in the DMS because the permissions were not sufficient and the dataset was not found, which meant that uploading documents was not possible when the PDF conversion was activated.

This error is now fixed, the upload of documents is now possible when the PDF conversion is activated.

Bug Fix

Published checkmark for database and published

When using ABS or database as the active repository, an error occurred that resulted in the document that should be displayed via an additional search or a relation not being displayed in the configured document library.

This error is now fixed and all documents found via an additional search or a relation are now displayed correctly when using an ABS or database repository.

This bug was only fixed in the Version BC210 and above.

Bug Fix

Database repository Content Type Selection does not work

An Error Occured in DMS when using a Database Repository that caused documents that were archived in the repository to have no content type assigned.

This Error was now fixed the documents that are archived in an Database repository will have the selected content type assigned.

Bug Fix

Special characters in the metadata

It was possible to write an enter in a metadata field in SharePoint with some workarounds. If this happened, the DataGrid could not be opened anymore.
Now this has been fixed and enter is filtered out of the metadata and replaced with a space.

Bug Fix

Remove File Extension - ABS

The Remove File Extension option is now removed for ABS and Database.

Bug Fix

Reminders not accesible for Users

An improvement has been made so that users are able to access the "DMS Personal Reminders", "DMS All Open Reminders" and "DMS Presonal Open Reminders" as Admin, User or Limited User of DMS via the search. They are also displayed as cue on the DMS Admin as well as the DMS User-Role Center.

Bug Fix

Metadata Management wrong Metadata Template Value

A bug has been fixed that had the problem that if you created an entry in the metadata management page with only a metadata name and then switched on the selection for metadata templates, that when you now add records to the metadata templates and create a new entry with the same metadata name and this time a document library code, that when the metadata templates are then also switched on, these are overwritten from the first record to the second (newer) one.

Bug Fix

Issue with "Use document relation" in the additonal search setup

There was an issue related to document display when the "use document relation" checkbox is activated.
This issue has been resolved, and now, when the "use document relation" checkbox is checked, the system correctly displays the documents from the previous record, even if there are no archived documents in the current posted record.

Bug Fix

Expired Retention Labels should be deletable in SharePoint

A fix has been completed, where it is now possible to delete expired retention label while using a SharePoint Repository as your active one, with documents that had been upload onto it.

Bug Fix

Moving document does not copy the versions

Fixed issue with document movement in DMS - previously, when a document with multiple versions was moved using the datagrid or document entry, only the main file was moved and the versions were not included. This has now been resolved and all versions of the document will be moved along with the main file.

Release Version 21.8.0.0

Feature Upgrade

Factbox Integration to Interaction Lot/Serial No. information

The DMS factbox has been integrated into to the "Serial No. Information"-List and Card.

Feature Upgrade

Retention Queue stops after 1 Error document

The Retention Queue Job Queue now ignores entries with the status "Error". To avoid unchangable "Error" entries in the Retention Queue, a reset action on the Retention Queue page is added.

Feature Upgrade

Retention Labels Captions and Tooltips Revision

A simple update for captions and tooltips was made that are used within the retention label feature.

Feature Upgrade

Upload restructure

It was ensured that documents with a size of 200MB can now be stored.

Bug Fix

Partial Records in Report produces JIT-Error

There was a problem with the double print that certain fields were not loaded from the database because of the JIT loading. This caused an error when fields were specified in the DMS metadata but were not loaded because of the JIT load.

Bug Fix

Moving document does not copy the versions

Fixed issue with document movement in DMS - previously, when a document with multiple versions was moved using the datagrid or document entry, only the main file was moved and the versions were not included. This has now been resolved and all versions of the document will be moved along with the main file.

Bug Fix

Finishing the Migration Wizard without any result (DB)

Fixed a minor bug that made it impossible to switch from your already active DB repository to an SP or ABS repository.

Bug Fix

Multiple pages while using cancel with Multi Drop and Multi Selection

There was an issue with the MultiDrop and MultiSelection while using the DMS - Dropzone Factbox. When using one of the functions or both together, the Document Definition page will now close immediately after pressing cancel when it is confirmed to use the same content type and metadata.

Bug Fix

Retention Label only set when visibility is on

If the visibility for retention labels is not active when uploading documents, but they are configured, these documents have not received a retention label. Now the retention labels are set correctly.

Release Version 21.7.0.0

Feature Upgrade

ABS Retention Label creation wizard

Added an error message for if a retention label is tried to be created that has less than 3 characters. Tooltips on this Page has been updated.

Feature Upgrade

Retention Crawler List Page for "to crawl documents"

A list page was created that shows all document entries that are processed by the retention crawler.

Feature Upgrade

Stacks for Retention Crawler in Admin RC

Stacks were created for open crawler entries and for failed crawler entries. These are aviable in the DMS Admin Rolecenter.

Feature Upgrade

Retention Crawler History

A history of failed crawler runs has been created.

Feature Upgrade

Move Sharepoint client ID and secret to module setup

The app registration information for SharePoint repository with SharePoint Online modern as authentication, is now moved to the DMS - Module Setup. The changes was made to unify the functionality between Azure Blob Storage and SharePoint.

Feature Upgrade

Block special character in Document Library Code

The DMS document library code will now throws an error if the code is less than 3 characters or having a special character. German alphabets (ä,ö,ü,ß) are also blocked to avoid errors for external repository.

Feature Upgrade

Stacks for Retention Queue in Admin RC

Three new cues and an action has been added to the Admin Role Center. The new cues are showing the status of the retention queue entries, Labeled Entries, Error Entries, and Unlabeled entries. The new action will open the retention queue page.

Feature Upgrade

Retention Queue History

It is now possible to view what error occured in the retention queue labeling procces in the DMS error log. To open a filtered view of the log, a new action named "View Log" on the retention queue page can be used.

Feature Upgrade

Retention Queue Status Field

A field named Labeling Status is added to the retention queue. This field displays the status of the retention queue entry, The following 4 states are displayed in the field, "Waiting for Label", "Ready for Label", "Labeled" and "Error".

Feature Upgrade

ABS Test cases/Unit Tests

Test cases and unit tests for Azure Blob Storage have been created and are available

Bug Fix

Error Message after Finishing the Migration Wizard

The problem with an errror-message, which was occurring after finishing the migration wizard, was fixed and isn't showing up anymore.

Bug Fix

Retention Label caption change of the field "End of Retention Time"

The caption of the field "EndOfRetention" had been changed from "End of Retention Time" to "End of Retention Period".

Bug Fix

Retention Label change tooltip for the field "Set Retention After"

The tooltips of the fields "Retention Label Duration" and "Set Retention After" have been provided with examples of their available selections.

Bug Fix

Crawler does not set the retention Label

The crawler function of the retention label had not set the label correctly. This is now fixed and the labels are set correctly by the crawler.

Bug Fix

Error message when diving to the reminders in the role center

An error occurred when trying to open the Reminder. This has been fixed now.

Bug Fix

Email template HTML editor issue

It was noticed that it was no longer possible to customize an HTML file in DMS. This has been fixed now.

Release Version 21.5.0.0

Feature Upgrade

ABS Retention Label creation wizard

Added an error message for if a retention label is tried to be created that has less than 3 characters. Tooltips on this Page has been updated.

Feature Upgrade

Retention Crawler List Page for "to crawl documents"

A list page was created that shows all document entries that are processed by the retention crawler.

Feature Upgrade

Stacks for Retention Crawler in Admin RC

Stacks were created for open crawler entries and for failed crawler entries. These are aviable in the DMS Admin Rolecenter.

Feature Upgrade

Retention Crawler History

A history of failed crawler runs has been created.

Feature Upgrade

Move Sharepoint client id and secret to module setup

The app registration information for SharePoint repository with SharePoint Online modern as authentication, is now moved to the DMS - Module Setup. The changes was made to unify the functionality between Azure Blob Storage and SharePoint.

Feature Upgrade

Block special character in Document Library Code

The DMS document library code will now throws an error if the code is less than 3 characters or having a special character. German alphabets (ä,ö,ü,ß) are also blocked to avoid errors for external repository.

Feature Upgrade

Stacks for Retention Queue in Admin RC

Three new cues and an action has been added to the Admin Role Center. The new cues are showing the status of the retention queue entries, Labeled Entries, Error Entries, and Unlabeled entries. The new action will open the retention queue page.

Feature Upgrade

Retention Queue History

It is now possible to view what error occured in the retention queue labeling procces in the DMS error log. To open a filtered view of the log, a new action named "View Log" on the retention queue page can be used.

Feature Upgrade

Retention Queue Status Field

A field named Labeling Status is added to the retention queue. This field displays the status of the retention queue entry, The following 4 states are displayed in the field, "Waiting for Label", "Ready for Label", "Labeled" and "Error".

Feature Upgrade

ABS Test cases/Unit Tests

Test cases and unit tests for Azure Blob Storage have been created and are available

Bug Fix

Error Message after Finishing the Migration Wizard

The problem with an errror-message, which was occurring after finishing the migration wizard, was fixed and isn't showing up anymore.

Bug Fix

Retention Label caption change of the field "End of Retention Time"

The caption of the field "EndOfRetention" had been changed from "End of Retention Time" to "End of Retention Period".

Bug Fix

Retention Label change tooltip for the field "Set Retention After"

The tooltips of the fields "Retention Label Duration" and "Set Retention After" have been provided with examples of their available selections.

Bug Fix

Crawler does not set the retention Label

The crawler function of the retention label had not set the label correctly. This is now fixed and the labels are set correctly by the crawler.

Bug Fix

Error message when diving to the reminders in the role center

An error occurred when trying to open the Reminder. This has been fixed now.

Bug Fix

Email template HTML editor issue

It was noticed that it was no longer possible to customize an HTML file in DMS. This has been fixed now.

Release Version 21.6.0.0

Feature Upgrade

ABS Retention Label creation wizard

Added an error message for if a retention label is tried to be created that has less than 3 characters. Tooltips on this Page has been updated.

Feature Upgrade

Retention Crawler List Page for "to crawl documents"

A list page was created that shows all document entries that are processed by the retention crawler.

Feature Upgrade

Stacks for Retention Crawler in Admin RC

Stacks were created for open crawler entries and for failed crawler entries. These are aviable in the DMS Admin Rolecenter.

Feature Upgrade

Retention Crawler History

A history of failed crawler runs has been created.

Feature Upgrade

Move Sharepoint client id and secret to module setup

The app registration information for SharePoint repository with SharePoint Online modern as authentication, is now moved to the DMS - Module Setup. The changes was made to unify the functionality between Azure Blob Storage and SharePoint.

Feature Upgrade

Block special character in Document Library Code

The DMS document library code will now throws an error if the code is less than 3 characters or having a special character. German alphabets (ä,ö,ü,ß) are also blocked to avoid errors for external repository.

Feature Upgrade

Stacks for Retention Queue in Admin RC

Three new cues and an action has been added to the Admin Role Center. The new cues are showing the status of the retention queue entries, Labeled Entries, Error Entries, and Unlabeled entries. The new action will open the retention queue page.

Feature Upgrade

Retention Queue History

It is now possible to view what error occured in the retention queue labeling procces in the DMS error log. To open a filtered view of the log, a new action named "View Log" on the retention queue page can be used.

Feature Upgrade

Retention Queue Status Field

A field named Labeling Status is added to the retention queue. This field displays the status of the retention queue entry, The following 4 states are displayed in the field, "Waiting for Label", "Ready for Label", "Labeled" and "Error".

Feature Upgrade

ABS Test cases/Unit Tests

Test cases and unit tests for Azure Blob Storage have been created and are available

Bug Fix

Error Message after Finishing the Migration Wizard

The problem with an errror-message, which was occurring after finishing the migration wizard, was fixed and isn't showing up anymore.

Bug Fix

Retention Label caption change of the field "End of Retention Time"

The caption of the field "EndOfRetention" had been changed from "End of Retention Time" to "End of Retention Period".

Bug Fix

Retention Label change tooltip for the field "Set Retention After"

The tooltips of the fields "Retention Label Duration" and "Set Retention After" have been provided with examples of their available selections.

Bug Fix

Crawler does not set the retention Label

The crawler function of the retention label had not set the label correctly. This is now fixed and the labels are set correctly by the crawler.

Bug Fix

Error message when diving to the reminders in the role center

An error occurred when trying to open the Reminder. This has been fixed now.

Bug Fix

Email template HTML editor issue

It was noticed that it was no longer possible to customize an HTML file in DMS. This has been fixed now.

Release Version 21.5.0.0

Feature Upgrade

Access Tier Controlling on document library and content type level

Its now possible to configure the Access Tier for Azure Blob Storage.

Feature Upgrade

Azure Blob Storage synchronize function between document entries and ABS

The synchronization function for DMS with the repository type Azure Blob Storage is now available. It is now possible to synchronize the DMS entries with the Azure Blob Storage.

Feature Upgrade

Set Storage Account immutability upon storage account creation

The storage account created via the storage account wizard in DMS will have the immutability and versioning settings turned on automatically. These settings cannot be turned off, as DMS require these settings to be fully functional with DMS features.

Feature Upgrade

Crawler for ABS Retention

A Crawler has been added for the Azure Blob Storage Retention, leading to entries being given a retention time in retrospective in case the Retention has been activated.

Feature Upgrade

Retention Versioning Handling

It is possible to upload a version for a document that has an active retention label. For re-uploading, the file must be renamed within DMS.

Feature Upgrade

Change "View/Edit Metadata" functionality to view documents with label

The "View/Edit Metadata" function has been adapted so that the metadata of documents for which retentionlabel is active can no longer be edited but only viewed.

Feature Upgrade

Creating new interface possibilities

In order to make DMS more friendly to extend via code multiple Events where added to DMS so that it is possible to make DMS more fitted for the indivdual needs of the Users.

Feature Upgrade

Dms – Display the start and end time of a retention label

In the document upload you will find a field with start date and end date. This field is filled when you select a retention label. Under start date, you can then select when your document will be labeled. The end date is calculated on entry and cannot be changed.

Feature Upgrade

Link to the compliance center

You will now see a new "Create Retention Label" action on the Sharepoint Retention Label page. This action will take you to the Compliance Center where you can create a new Retention Label.

Feature Upgrade

Retention Label Drop Down Show Retention Period

A Field in the selection of the retention label has been added which shows the retention period.

Feature Upgrade

Extend Document Search With Retention Label

The document search has been extended with the retention labels. This allows filtering for them as soon as they are active.

Feature Upgrade

Set Retentionlabel with action

Previously, retention labels could only be set after dropping documents onto the dropzone factbox, within the document definition. With the addition of the action "Set Retention Label" in the datagrid, it is now possible to subsequently select a retention label for document entries in the "Datagrid (As Add-In or Page)", "Document Entry" and "Document Search" without a retention label.

Feature Upgrade

Optimization of messages for documents that are labeled

Deleting, editing metadata, and moving documents with retention labels is intercepted and a message is displayed.

Feature Upgrade

Symbolize if a document has a retention label

In the datagrid you will now find a new field that displays the name of the document retention label. This field is only visible for Sharepoint and ABS.

Example of a retention label within the datagrid: 🔒 Label 1

Feature Upgrade

Add Migration function for Sharepoint to ABS

A new Job Queue called DMS - Migration will be responsible for the migration of data from Sharepoint repository to the Azure Blob Storage repository.

Feature Upgrade

Grouping of Additional Information of Retention when Dropping

The additional information showing the retention label settings is now grouped in the document definition page.

Feature Upgrade

**ABS - Configuration of Revision Safety on Document level **

The retention labels from sharepoint can now be used for the repository type Azure Blob Storage. To create a retention label, an active ABS repository need to be used for Creating the labels. To set up a retention label the action on the new repository definition page can be used.

Feature Upgrade

Azure Blob Storage - Metadata customization

Its now Possible to change your Metadata for Documents which are dropped in Azure Blob Storage.

Bug Fix

Hiding the "Move" action in the versioning area in the datagrid

The Action "Move" inside of the datagrid, which already only had a functionallity for documents, was made not visible for document versions.

Bug Fix

Uploading big files

When attempting to upload large files via DMS, a performance problem was encountered. It took several seconds until the desired content type of the uploaded file was changed in the content type selection.

This performance problem has now been fixed.

Release Version 21.4.2.0

Bug Fix

Error message when diving to the reminders in the role center

An error occurred when trying to open the Reminder. This has been fixed now.

Bug Fix

Email template HTML editor issue

It was noticed that it was no longer possible to customize an HTML file in DMS. This has been fixed now.

Release Version 21.4.0.0

Bug Fix

Document Entry missing filter on actions

The Move action in the DMS Document Entry will not move all the documents in the entries. It is now correctly filtered based on the selected record.

Bug Fix

Error message when moving documents from the datagrid

An error message upon moving a document which is not relevant to the context is now removed.

Bug Fix

Wrong document name in the Archive Queue Entrys

Previously, the name of the "Report Layout Code" was displayed in the "Document Name" field on the "Archive Queue Entry" page. With the update, the field "Document Name" now shows the correct name, i.e. the document name.

Bug Fix

Edit Metadata in Datagrid

Previously, it was possible to use the action "View/Edit Metadata" within the datagrid for the main entry and for the versions of a entry, whereas it only had a function for the main entry. With the renewal, this action was removed particularly for the versions area.

Bug Fix

Archive queue - Metadata & Download functionalities in archived status

The actions "Download Document", "View Metadata" and "Export Metadata" were provided for the entries in the "Archived Queue Entry", regardless of the status, whether "Queued" or "Archived". With the renewal of the code, these actions were made unavailable for documents with the status "Archived".

Release Version 21.3.0.0

Feature Upgrade

DMS - Guided Experience repository Setup

A Step in the Guided Experience has been adden in which you Configure and Activate a Repository.

Feature Upgrade

DMS - Welcome banner for the admin

As an administrator, you will now find a Welcome Banner in the DMS Admin Rolecenter. If you do not see the banner, you can search for "Show the checklist". This will make it visible.

Feature Upgrade

DMS - Guided Experience Checklist Lizenz Wizard

The action for the "Licensing Wizard" is now integrated in the Checklist on the role center.

Feature Upgrade

DMS - Guided Experience Tour in Module Setup Page

In the checklist you will find an item called DMS Moule Setup. There you have the possibility to start a tour showing you the most important settings in the module setup.

Feature Upgrade

DMS - Show Checklist after Welcome Banner

After the welcome banner is displayed, you will see a checklist. This checklist will help you better understand the DMS and guide you through the most important features to get started. However, this checklist only applies to the DMS Admin Rolecenter.

Feature Upgrade

**DMS - Product Specified Import Wizard in Guided Experience Checklist **

The action for the "Import Wizard" is now integrated in the Checklist on the role center.

Feature Upgrade

DMS - Documentation in Guided Experience

The last item on the checklist is the DMS documentation. There you will be redirected to our Sim Docs page where you will find our documentation, release notes and more.

Feature Upgrade

DMS - Published check mark for config still set after repository code change

when changing the repository, the status is now reset.

Feature Upgrade

DMS - Dynamic Metadata information from lines

A new feature has been added that enables users to select specific metadata information using dynamic mapping. This functionality is intended to support use cases in which users wish to establish an additional search based on particular metadata values. For instance, a user can now place a document on the Posted Sales Invoice and choose a metadata value that only displays item numbers contained in that specific invoice.

This implementation guarantees that the retrieved values are not duplicated, and that empty values are not added.

Feature Upgrade

DMS - New Wizard for the creation and configuration of a repository

In the repository setup, the action 'New' provides a wizard to help you create a new repository.

Bug Fix

DMS - function for multiselected documents in the document entry page do not update

Document Entries page does not refresh automatically on remove action and move action. It is now fixed, and the page will automatically refreshed after the action is triggered.

Bug Fix

DMS - Version comment maximum length

When trying to file a version with a comment longer than 230 characters, an unexpected error message was issued. The version comment field is now limited to 230 characters and no longer results in an error message.

Bug Fix

DMS - Metadata count in entry on versions

The Metadata Count field in the DMS Document Entry on additional versions inserted all metadata in DMS into the next document version. It is now fixed and only the related metadata will be inserted.

Bug Fix

DMS - Error when adding a fixed metadata value

A bug was fixed where an error occurred after editing the field "Silent drop fixed value" in the metadata templates. Now the field can be changed without an error.

Bug Fix

DMS - Permission for Publishing

It was possible to press the "Publish to Repository" button, available in the module setup, content type list and content type with any permission. Now it is changed so that the button can only be used with "SIM_DMS ADMIN" rights.

Bug Fix

DMS - Only Basic should be available for Windows in the Repository Setup

It is now only possible to select "modern" for Share Point Online authentication, if you switch between the types, this is automatically set to Basic.

Bug Fix

DMS - Missing permission sets for user

The permission set for TableData SIM_DMS File Extension is now added. It was missing before and make the Admin unable to assign this permission.

Bug Fix

DMS - Document Library Content Type Lock on publish

An error occurred during the publishing to the repository stating that a table was locked. The reason for that was a job queue in DMS that is responsible for renaming content types. This job queue was always running even though no content type was plannend to be renamed. This process was responsable for the table lock. The job queue was adjusted so that it is not always runnning so the error dosen't occur anymore.

Bug Fix

DMS to EDS - Sending that runs into an error still gets sent

The EDS sending shows an error for EDS Entry but the email will still be sent when the user has DMS to EDS connector, but in the DMS Mapping, there is no "In query" checked. It is now fixed, and EDS will not get an error anymore if the DMS Mapping is not correctly configured. The EDS email will be sent correctly and there will not be any file uploaded to DMS.

Bug Fix

DMS - Update licenses automatically in a certain period of time

Licenses are now updated automatically in a certain period of time so that the license is always up to date. Also In the permission set for the user, the indirect modify permission "SIM_CORE Pdoduct" has now been added.

Bug Fix

DMS - Update licenses automatically in a certain period of time

Licenses are now updated automatically in a certain period of time so that the license is always up to date. Also in the permission set for the user, the indirect modify permission "SIM_CORE Product" has now been added.

Bug Fix

DMS - Field "Created by" editable

The problem that the "Created By" field on the the Archive Queue Table is editable, is now fixed.

Bug Fix

DMS - Key error when opening the document overview

In special cases an error was displayed, because it was not checked if all values are available in the required dictionary. This has now been fixed and is displayed with a warning in the preview. The error occurred when a user opens the DMS Datagrid and this user is either not authenticated or has an expired authentication token.

Bug Fix

DMS - CheckItemExist doesnt work

When uploading documents, a request is always sent to SharePoint, which checks whether the document has already been uploaded. If the threshold of over 5000 elements in the request is exceeded, the documents could not be retrieved. This has now been optimized and leads to no error anymore.

Bug Fix

DMS - Commit in EventSubscriber while posting

There was a problem that occurred when making a test posting that ended up with an error. The expected behavior would be that the created data would be deleted by a rollback. Unfortunately, this was not the case, because the DMS by Simova has performed a commit.
This has now been fixed and test postings can now be made.

Bug Fix

DMS - Sales Quote Print - Standard Layout is pulled

If a different document layout was defined for a customer, an error occurred where not the configured document layout but the default document layout was used for the report. This error is now fixed and the correct layout is archived in the DMS.

Bug Fix

Archive Queue Entries not processed in Database Repository

If the option "Processing via archive queue" is activated in the report configuration of DMS, the archive queue entry was printed in the job queue process, if the source record did not exist at that time, the queue entry could not be printed, which is the correct action, but the status of the entry was not changed to error. This error has now been fixed, the entry is now set to error if the queue entry cannot be printed.

In addition, the caption of the field and the tooltip have been changed to make it clearer what the field does.

Bug Fix

DMS - Renaming of lines when empty spaces are in field

Fixed an issue where inserting a line with a description containing 4 or more spaces in the general journal page would cause the system to automatically convert the text to "DMS - Dropzone" when the user moves out of the textbox.

The fix ensures that the line retains the originally inserted description. The issue was resolved by modifying the behavior of the DMS dropzone factbox.

Bug Fix

DMS - Datagrid Resize Warning

When resizing columns within the data grid, a warning message was displayed and the correct size was not saved. This is now fixed.

Release Version 21.2.0.0

Feature Upgrade

New document name when double print active

• When printing a custom report (when double print active) the document name in the archive queue includes the name of the selected layout and the version number for the report

Feature Upgrade

Same Document layout when using Double Printing during Document Conversion

If the option Double print on document conversion is activated in the DMS reporting setup and a different document layout exists for a customer, then the document layout in the repository is the same as the document layout defined for the customer.

Feature Upgrade

Add Report Layout to Archive Queue

• A new field named "Report Layou**t **Code" shows the name of the layout when an entry is written to the dms archive queue.

Feature Upgrade

Product Card missing EULA Link

The Simova EULA link has been added to all product cards.

Bug Fix

Inbound list that is set to file import processes only one entry

There was a problem that only one document was processed per run of the job queue during a file import. Now all documents in the inbound list are processed.

Bug Fix

Choose company before access

There was an error that when updating DMS a record should be edited, but this was not possible because no company was selected for the table. This has now been fixed.

Bug Fix

Document Libary Content Type ID Error

You will now recive a Message in the rollcenter if the document library was not published properly.

Bug Fix

Datagrid preview error on document switch

In the DMS datagrid the preview showed an error for a short time when switching between different documents. This is now fixed and the preview does not display an error anymore.

Bug Fix

Inbound List updates the Metadata

When a document has been in the inbound list and the assign action was performed, the metadata in the list below was not automatically updated. This is now fixed and the metadata updates as desired.

Bug Fix

Metadata in Inbound Lists

There was an issue appearing in the inbound list that when processing the documents, wrong data from previous entries was sometimes assigned to the resulting document entry. This error is now fixed and the correct metadata is always assigned.

Release Version 21.1.0.0

Feature Upgrade

DMS - Recreate metadata in barcode entry

It is now possible to recreate the stored metadata on the barcode entries per action.

Feature Upgrade

DMS - Admin rights handling

The admin checkbox is now linked to the permission sets. If a DMS user is created by the user activation, he gets the administrator checkmark if he has the permission set SUPER or SIM_DMS Admin. If the Admin checkmark is removed from a DMS user, the permission set SIM_DMS Admin is removed from this user too. Also, if the user does not have the permission set SIM_DMS User it will be added to the user after remove the checkmark. If the checkmark is set, the user gets the permission set SIM DMS Admin. If a user is given the SIM_DMS Admin status in the permission sets, the Admin checkmark is applied to the DMS user. If the SIM_DMS Admin status is removed, the Admin checkmark is deleted.

Feature Upgrade

DMS - Optimization of the additional search

A function has been added that allows to take into account the set up additional search of a destination.

Feature Upgrade

DMS - Automatic Addition of Permission Sets

This new feature includes the automatic setting of permission sets during activating a DMS user. As soon as a user is activated for DMS, the permission sets 'SIM_DMS USER' and 'SIM_CORE USER' are automatically added to the BC User.

Bug Fix

DMS - CheckItemExist doesnt work

When uploading documents, a request is always sent to SharePoint, which checks whether the document has already been uploaded. If the threshold of over 5000 elements in the request is exceeded, the documents could not be retrieved. This has now been optimized and leads to no error anymore.

Bug Fix

DMS - Key error when opening the document overview

In special cases an error was displayed, because it was not checked if all values are available in the required dictionary. This has now been fixed and is displayed with a warning in the preview. The error occurred when a user opens the DMS Datagrid and this user is either not authenticated or has an expired authentication token.

Bug Fix

DMS - Change ReportExtension trigger

The trigger of the report extensions has been changed from "OnPreReport" to "OnPostReport" so that the report is generated only when the double print is executed and not before.

Bug Fix

DMS - Field "Created by" editable

The problem that the "Created By" field on the the Archive Queue Table is editable, is now fixed.

Bug Fix

DVS - Update licenses automatically in a certain period of time

Licenses are now updated automatically in a certain period of time so that the license is always up to date. Also in the permission set for the user, the indirect modify permission "SIM_CORE Pdoduct" has now been added.

Bug Fix

DMS - Update licenses automatically in a certain period of time

Licenses are now updated automatically in a certain period of time so that the license is always up to date. Also In the permission set for the user, the indirect modify permission "SIM_CORE Pdoduct" has now been added.

Bug Fix

DMS to EDS - Sending that runs into an error still gets sent

The EDS sending shows an error for EDS Entry but the email will still be sent when the user has DMS to EDS connector, but in the DMS Mapping, there is no "In query" checked. It is now fixed, and EDS will not get an error anymore if the DMS Mapping is not correctly configured. The EDS email will be sent correctly and there will not be any file uploaded to DMS.

Bug Fix

DMS - Document Library Content Type Lock on publish

An error occurred during the publishing to the repository stating that a table was locked. The reason for that was a job queue in DMS that is responsible for renaming content types. This job queue was always running even though no content type was plannend to be renamed. This process was responsable for the table lock. The job queue was adjusted so that it is not always runnning so the error dosen't occur anymore.

Bug Fix

DMS - Missing permission sets for user

The permission set for TableData SIM_DMS File Extension is now added. It was missing before and make the Admin unable to assign this permission.

Bug Fix

DMS - Email Template Error when leaving Editor

If you added a dms template as a DMS user and wanted to edit and save it, you received an error message. This has now been fixed.

Bug Fix

DMS - Permission for Publishing

It was possible to press the "Publish to Repository" button, available in the module setup, content type list and content type with any permission. Now it is changed so that the button can only be used with "SIM_DMS ADMIN" rights.

Bug Fix

DMS - Metadata count in entry on versions

The Metadata Count field in the DMS Document Entry on additional versions inserted all metadata in DMS into the next document version. It is now fixed and only the related metadata will be inserted.