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eDocuments Schema

Creating an eDocuments Schema

To create a new eDocuments schema in Business Central, follow these steps:

  1. Open Microsoft Dynamics 365 Business Central.
  2. Click the search icon (magnifying glass) in the Role Center.
  3. Enter "eDocuments Schema" in the search field.
  4. Select the New action.
  5. A blank eDocuments schema will be created. You can now configure it according to your requirements.

Info

There are also predefined schemas available that can be imported via the Document Dispatch Configuration Wizard.

The Schema Data Search is a feature within the eDocuments schema that significantly simplifies navigation and the retrieval of specific schema data. This is especially helpful for complex or extensive schemas, enabling targeted searches and a better understanding of the schema's structure.

Using the search function, you can filter by the name or value of individual schema data entries. When a match is found, the system also displays the corresponding subordinate elements (subcategories) to help you understand the data in its structural context.

To use the schema data search within an eDocuments schema, follow these steps:

  1. Open the Simova Apps eDocuments Schema via the search bar.
  2. Select the desired schema from the list.
  3. The schema data search is located in the General section.
  4. Please note that the search is case-sensitive.
  5. To start the search, enter a Schema Name and press enter.
  6. The search results will display all matching entries, including their subordinate elements.

Info

  • The search function is case-sensitive.
  • The search is limited to the data within the currently opened eDocuments schema.
  • If no results are displayed, please check the spelling or scope of the search term.

How It Works

The search dynamically scans the schema data contained within the eDocuments schema for the terms entered. It considers both identifiers (e.g., element names) and assigned values, if available.

To reset the search and display all schema data again, simply delete the entered text from the search field. The system will automatically refresh the view and display all available entries without restriction.