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Release Notes

App updates

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App Version

Information regarding the supported Business Central versions can be found here.

28.0.2608.597858 - DMS Connector Core (28.08.2026)

ID: 129585
Feature: New report layout setting in the archive setup templates
Description: The DMS Archive Setup Templates have been extended with a new "Report Layout Name" setting. When set, documents are only archived automatically if their report layout matches the configured layout. Furthermore, the selected layout is used for the automatic archiving on release and for posted documents.
Link: DMS Archive Setup Templates

28.0.2608.594700 (25.08.2026)

ID: 130169
Feature: Load Document Blobs from other company
Description: The File Download Mgt. codeunit has been enhanced with a new function for identifying document blobs, to which a company name can be passed. This allows documents to be downloaded from another company's vault.

28.0.2608.586216 (12.08.2026)

ID: 126420
Improvement: Optional M-Files license synchronization during user import
Description: A new DMS Setup option controls whether the User Setup Import job also synchronizes M-Files licenses. This allows automated user imports and license updates to run together when required.
Link: Active Job Queue Functions

28.0.2607.573947 (24.07.2026)

ID: 127690
Improvement: Permission control extended with BC security groups
Description: The content type permission concept now supports Business Central security groups in addition to teams and individual users. This enables access rules to be maintained directly via BC security group assignments.
Link: Class permission

28.0.2607.572137 (22.07.2026)

ID: 110080
Bugfix: Message instead of process interruption during file upload
Description: When a file could not be uploaded to M-Files because it had no content or no matching document class, the upload no longer aborts the standard process with an error. Instead, an informational message is displayed so that the underlying process (e.g. releasing) can continue.

ID: 110695
Bugfix: M-Files workflow states can no longer be edited or deleted
Description: The M-Files Workflow State list is now read-only. The synchronized workflow states can no longer be manually edited or deleted in Business Central.

ID: 125575
Bugfix: Field name conflict when using the M-Files and SharePoint connectors together
Description: The M-Files connector used the same extension field names on the temporary Dropform table as the SharePoint connector, which caused a conflict when both apps were installed. The affected fields have been renamed so that both connectors can be installed side by side.

28.0.2607.571267 (21.07.2026)

ID: 59382
Improvement: Notification for inactive report archiving setups
Description: When the DMS Report Archive Setup contains inactive setup lines, a notification is now displayed when the page is opened. This makes users aware that these setups are not taken into account during archiving.

28.0.2606.557374 (30.06.2026)

ID: 122847
Improvement: Automatic update of DMS teams
Description: When members of a DMS team are added, modified or deleted in Business Central, the corresponding team object is also updated automatically. A manual update via the table setup is no longer required.
Link: DMS Teams Setup

ID: 56322
Bugfix: Consideration of the active status during report archiving
Description: Report archiving now takes the active status of the associated table setup into account.
Link: DMS Report Archive Setup

ID: 125775
Improvement: "Don't show again" action for the setup notification
Description: The DMS Connector setup notification has been extended with a "Don't show again" action. Users can permanently dismiss the notification per company; the setting is stored persistently and remains after a new login.

ID: 126383
Feature: Public API procedure CreateOrUpdateObject
Description: The CreateOrUpdateObject procedure in the public API codeunit is now publicly accessible, allowing extension developers to create or update M-Files objects directly.

ID: 110531
Bugfix: JavaScript error on G/L entries
Description: A JavaScript error that was logged when opening the G/L Entries list with an existing setup has been fixed.

28.0.2606.540490 (04.06.2026)

ID: 124819
Feature: Revision of Concurrentuser License Validation for Document Preview
Description: The license validation process for using the advanced document view with concurrent user licenses has been revised. Manual login to the M-Files Web Client is no longer required.
Link: Document Preview

28.0.2605.534700 (27.05.2026)

ID: 124062
Feature: M-Files alias synchronization
Description: M-Files aliases for classes, property definitions, value lists, and workflows are now synchronized and stored in Business Central during metadata structure updates. The alias field can be displayed in the respective M-Files tables in the Vault Setup.
Link: DMS M-Files Vault Setup

ID: 123991
Feature: Integration event on DMS object creation
Description: A new integration event has been added to the DMS object creation codeunit, enabling extension developers to apply custom filters on table setup records before objects are created in M-Files.

28.0.2605.517838 (01.05.2026)

ID: 122534
Feature: ZIP file extraction in the DMS Dropform
Description: When dragging and dropping ZIP files onto the DMS Dropform, an option to extract them automatically is now available. This can be configured in the DMS Setup.
Link: Extracting ZIP files

28.0.2604.516897 (30.04.2026)

ID: 84934
Feature: Email file preview in the DMS Connector
Description: Email files (.eml and .msg) can now be previewed directly in the DMS Connector document preview.
Link: Document Preview

28.0.2604.514919 (28.04.2026)

ID: 119210
Bugfix: PDF viewer update
Description: The integrated PDF viewer has been updated to fix display issues where the rendered PDF did not match the actual file content.

27.0.2604.501404 (09.04.2026)

ID: 120871
Feature: Implementation of Service Area
Description: The service area has been implemented in the DMS Connector. When posting service records, attached documents are now transferred to the posted records.

27.0.2603.496461 (30.03.2026)

ID: 121218
Feature: Integration of DMS Dropform in Cash Receipt Journals
Description: The DMS Dropform has been integrated into the Cash Receipt Journal page (Page 255).

ID: 90360
Feature: Sorting documents by "Created at"
Description: A new sorting option has been added to the DMS Factbox. Documents can now be sorted in ascending or descending order by their "Created at" property.

27.0.2603.485256 (17.03.2026)

ID: 118124
Improvement: Update Rolecenter
Description: Menu items and views in the Role Center have been grouped and reorganized. Depending on the configuration, relevant sections are automatically shown or hidden.

27.0.2602.472219 (27.02.2026)

ID: 114758
Improvement: Record lock when opening the document card
Description: When the document card is opened, the DMS document is locked so that changes can be made to the document without being affected by running jobs. The lock is removed when the card is closed.

27.0.2602.471319 - DMS Connector Core (26.02.2026)

ID: 114758
Improvement: Record lock when opening the document card
Description: When the document card is opened, the DMS document is locked so that changes can be made to the document without being affected by running jobs. The lock is removed when the card is closed.

27.0.2602.466989 (19.02.2026)

ID: 94873
Feature: Integration of DMS barcode field in general journal page
Description: The DMS barcode field has been added to the general journal page.

27.0.2602.465235 (17.02.2026)

ID: 105518
Feature: Extension of duplicate checking
Description: The duplicate check when uploading documents has been redesigned. It now uses a property to check whether the document already exists in M-Files. See the "Property for duplicate check" field in DMS Setup

27.0.2602.465169 (17.02.2026)

ID: 116031
Feature: Class change via document card
Description: The class can now be changed via the document card, provided that the necessary permissions are given.
Link: Class permission

27.0.2602.464598 (17.02.2026)

ID: 117366
Feature: Integration of DMS Dropform in FA Ledger Entries
Description: The DMS Dropform has been integrated into the FA Ledger Entries page (Page 5875).

27.0.2602.463942 (16.02.2026)

ID: 117360
Feature: Integration of DMS Dropform in Physical Inventory Orders
Description: The DMS Dropform has been integrated on the pages of open (Pages 5875 and 5876) and posted (Pages 5883 and 5884) physical inventory orders.

27.0.2602.459227 (10.02.2026)

ID: 112950
Improvement: Object Import Class Change
Description: The class change now takes place after each import run instead of only after the first one when Use = Standard. When Use = Inbox, the class change takes place during the registration.

27.0.2602.456000 - DMS Connector Core (05.02.2026)

ID: 112950.1
Bugfix: Editability of DMS Inbox pages changed
Description: The editability of the Pages DMS Barcode and DMS Inbox Archive has been adjusted so that no entries can be added, changed, or deleted manually.

27.0.2602.454950 - DMS Connector Core (04.02.2026)

ID: 114368
Improvement: Optimized the timing of scheduled archiving
Description: The timing of entries being written to the scheduled archive log has been optimized. This improvement only affects the new archive setup.
Link: DMS Archive Setup

27.0.2601.450380 (29.01.2026)

ID: 116107
Bugfix: New "Paid on" job logic
Description: In the new "Paid on" job logic, the buffer tables for already paid entries that have not yet been processed by the old logic are now only populated if such entries exist.

27.0.2601.449619 (27.01.2026)

ID: 115071
Bugfix: Release of PI/PCM in certain WF states
Description: When releasing purchase invoices and credit memos, the configured Behavior when posting is now checked correctly.
Link: Behavior when posting

27.0.2601.446911 (22.01.2026)

ID: 56841
Feature: New features in DMS Object Import
Description: The DMS Object Import is now capable of not only importing documents but also updating existing records in BC and creating new records.
Link: Object Import Setup

27.0.2601.445649 (20.01.2026)

ID: 115513
Bugfix: Deleting objects
Description: Under specific conditions, it was not possible to delete objects via the connector because the necessary permission was missing.

27.0.2601.445161 (20.01.2026)

ID: 112950
Feature: Object Import Class Change
Description: A new setting for changing the document class after the first import into Business Central has been added.
Link: Object Import Setup

27.0.2601.445102 - DMS Connector Core (20.01.2026)

ID: 115075
Bugfix: Table Setup Filter check
Description: The table setup filters are now checked when executing the action Archive Missing Records in the archive setup.

24.0.2601.441503 (14.01.2026)

ID: 91805
Bugfix: Table Setup Filter check
Description: The table setup filters are now also checked when creating a new DMS document where a table setup is passed to the UploadOneFile function.

24.0.2601.441503 - DMS Connector Core (14.01.2026)

ID: 112729
Feature: Email archiving: Archive secondary attachments
Description: A new setting "Archive Secondary Attachments" has been added to the advanced archive setup. It determines whether secondary attachments from emails should be archived.
After the app update, this setting will be set to "Yes" for existing archive setups in order to maintain the previous functionality.
The default value for new archive setups is "No".

24.0.2601.440651 (13.01.2026)

ID: 114481
Bugfix: Fixed a Bug in the new Payment Job
Description: The new payment job now takes into account the settlement of a payment by invoice.

24.0.2601.436409 (06.01.2026)

ID: 114359
Improvement: Extension of class permission control
Description: With the new authorization type "All" permissions can be defined for users who are not included in either the team permissions or user permissions stored for the class. Siehe Class permission. The "Delete Permission" field in "DMS User Setup" is now the "Admin User" field.

24.0.2601.435916 (05.01.2026)

ID: 81533
Feature: New data source BC Ext. Lookup added
Description: A new data source, BC Ext. Lookup, has been added for M-Files property mapping. In addition, a filter option has been added for the BC Lookup data source.
Link: BC (Ext.) Lookup Setup

ID: 81752
Improvement: Various improvements
Description: The following improvements have been implemented:

  • The Object ImportTDMS job no longer requires a parameter string
  • When manually creating links via the automatic linking setup, the number of links created is displayed
  • The timestamp for the DMS Create ObjectsTDMS job is set after each job run, even if no objects are created
  • DMS Dropform integration on pages 5076 Interaction Log Entries, 5740 Transfer Order, 5742 Transfer Orders
  • The domain in the username is removed during automated import in the DMS user setup, if given.
  • The User Setup ImportTDMS job can now be set up for the automated import of DMS users in the job task queue
  • Sequence numbers for the processing order of table setups by DMS jobs have been added

24.0.2512.426304 (15.12.2025)

ID: 111730
Improvement: Class permission control
Description: The DMS table setup allows you to define individual permissions for each class. You can control which groups or individuals are allowed to view, delete, or upload documents in this class. See Class permission

24.0.2512.419683 (03.12.2025)

ID: 87608
Improvement: Concurrent user license check when using document preview
Description: When using the integrated document viewer, the license is now checked against M-Files. A user with an M-Files concurrent-user license must be logged in to M-Files to use the document viewer.

24.0.2512.417976 (01.12.2025)

ID: 112713
Improvement: "Email Archiving Type" in existing Archive Setup Templates has been changed to "Attachments only"
Description: The value of the "Email Archiving Type" field in existing archive setup templates has been changed to "Attachments Only" to restore the configuration status prior to the update from 21.10.2025. The default value for new records remains "Email and Attachments together".

24.0.2511.404924 (06.11.2025)

ID: 84783
Improvement: Restructuring of fields/groups in the DMS setup
Description: For overview purposes, the fields and groups in the DMS setup have been restructured.

24.0.2510.396977 (21.10.2025)

ID: 100939
Feature: Email archiving extension
Description: The email archiving has been extended with additional settings: These determine how emails and their attachments are archived and which M-Files class they are assigned to.

24.0.2510.396507 (20.10.2025)

ID: 109804
Feature: Extension of DMS configuration package
Description: Tables from core app are now included when creating DMS configuration packages.

24.0.2510.393901 (14.10.2025)

ID: 109826
Feature: No assignment of object import data records
Description: When importing objects with reference to data records with GUIDs, these were not assigned.

24.0.2509.384735 (23.09.2025)

ID: 108844
Feature: Dropform integrated into additional pages
Description: The DMS Dropform has been integrated into the following pages:
Fixed Assets; Fixed Asset Card

24.0.2509.375733 (02.09.2025)

ID: 107042
Improvement: Removal of duplicate properties
Description: In certain cases, properties were duplicated when added to an object. These duplicates are no longer created.

24.0.2509.375712 (02.09.2025)

ID: 105497
Feature: Automatic backup of DMS settings
Description: The DMS configuration package can now be automatically backed up in the DMS system at specific intervals. The corresponding settings can be set in the DMS Setup.

24.0.2508.368543 (19.08.2025)

ID: 91541
Improvement: New logic for the "Payment Date" job
Description: The performance of the "Payment Date" job has been improved. The use of the new logic can be activated in the DMS setup.
Link: DMS Setup, Job Queue Entries

24.0.2508.366926 (15.08.2025)

ID: 84582
Feature: Added new standard templates for report archiving
Description: The standard templates for the new report archiving have been extended.
Links: Standard reports integrated in the DMS Connector

24.0.2507.359295 (30.07.2025)

ID: 105093
Improvement: File duplicate detection optimized
Description: File duplicate detection for DMS documents has been extended to include the M-Files class.

24.0.2507.358731 (29.07.2025)

ID: 104745
Feature: Global setting for temporary documents
Description: A global setting for displaying temporary documents has been added to the DMS setup.
Link: DMS Setup

24.0.2507.355843 (23.07.2025)

ID: 104760
Feature: Updated eInvoice Viewer
Description: The layout for eInvoices in the advanced document viewer got a minor update.

24.0.2507.353685 (18.07.2025)

ID: 100977
Feature:
Description: If a field for the M-Files ID is specified in the setup and the value of the field is empty at the time of uploading, the object is not uploaded and the error message “External ID cannot be empty” appears.

24.0.2507.350426 (11.07.2025)

ID: 102922
Feature: Added Public API and Download URL
Description: The DMS Connector now has a public API codeunit for methods that can be called by extensions. As part of this, a procedure for generating a download URL for an M-Files object has been implemented.

24.0.2507.349022 (09.07.2025)

ID: 91437
Improvement: Dropform refresh optimized
Description: The refresh of the DMS dropform has been optimized: The tree structure is only recreated when a change is made - e.g. when a file is uploaded/archived - or when the data record is switched. This increases the performance.

24.0.2507.348292 (08.07.2025)

ID: 102763
Feature: Dropform integrated into additional pages
Description: The DMS Dropform has been integrated into the following pages:
Posted Return Receipt; Posted Return Receipts

24.0.2507.346130 (04.07.2025)

ID: 100912
Bugfix: Adjustment of the setting of default values
Description: If the “Replace metadata” checkbox is set in the DMS table setup, the default value is now always set for text, boolean and date fields if there is one.

24.0.2507.345559 (02.07.2025)

ID: 103638
Bugfix: Update of the M-Files license synchronization.
Description: In certain cases, M-Files licenses could not be correctly assigned to BC users.

24.0.2506.340437 (24.06.2025)

ID: 103221
Bugfix: Vault URL Validation
Description: Updating the DMS Connector failed if the Vault URL in one of the companies was empty. This behavior has been adjusted.

24.0.2506.331604 (05.06.2025)

ID: 102467
Improvement: Extension of cross-company job overview
Description: In the job overview you can see the last duration of the job and the log entries can be opened.

24.0.2505.326388 (27.05.2025)

ID: 101769
Improvement: Source code cleanup and optimization
Description: The source code has been cleaned up and optimized.

24.0.2505.319631 (15.05.2025)

ID: 83705.2
Bugfix: Translation file correction
Description: Umlauts were sometimes displayed incorrectly in the DMS Connector translation file. The translation file has been corrected.

ID: 83705.1
Bugfix: "Interface not initialized" Error Message
Description: When updating the DMS Core App, the error message “Interface not initialized” was displayed when printing and posting documents if the DMS Connector App had not been updated. The error has been fixed.

24.0.2505.318001 (13.05.2025)

ID: 83705
Feature: New Archive Setup
Description: A new, more flexible archive setup has been implemented.
Note: At least DMS Core App version 24.0.2505.317737 is required in order to use this feature.
Link: New Archive Setup

Conversion to the new report archiving

If you have already set up the old report archiving, it is advisable to coordinate the conversion to the new report archiving with your contact at TSO. Your individual implementations for the report archiving may need to be analysed and modified before the conversion.

ID: 100912
Feature: Multi-Select value list items
Description: It is now possible to select multiple values from a value list.

24.0.2504.311223 (30.04.2025)

ID: 99708
Feature: Added "Cloud Vault" option to the DMS Vault setup
Description: A "Cloud Vault" option has been added to the DMS Vault setup to indicate whether the configured vault is a cloud vault or not.

24.0.2504.309276 (25.04.2025)

ID: 99631
Improvement: Adjustment of viewer permissions
Description: The permission check of the preview viewer has been adjusted so that the permissions of M-Files are checked correctly.

24.0.2504.305522 (16.04.2025)

ID: 99559
Improvement: Field length comparison for Automatic Linking and Object Import
Description: The field length of the fields to be compared can be different. Corresponding value comparison and handling have been implemented.

ID: 63364
Improvement: DMS user and team structure expanded
Description: The DMS user and team structure can now be configured more extensively.

24.0.2503.287697 (14.03.2025)

ID: 96914
Improvement: Dropform and Document Preview optimization
Description: The user interface and the permission check within the Dropform and the Advanced View (Document Preview) have been optimized.

24.0.2503.284972 (07.03.2025)

ID: 96970
Bugfix: First file not loaded in viewer
Description: When loading the document preview, it could happen that the first document was not loaded.

24.0.2503.284281 (06.03.2025)

ID: 96832
Improvement: Business Foundation Dependency removed
Description: The explicit dependency on the Business Foundation App from Microsoft has been removed.

ID: 93667
Improvement: Extension of the DMS configuration package
Description: Two additional tables (5040406 MF Class GroupTDMS and 5040407 MF Class Group ItemTDMS) have been added to the DMS configuration package.
In addition, the options Exclude config. tables and Skip table triggers have been activated.
Link: Configuration package

ID: 96726
Bugfix: Modification of the DMS Job Queue Process job
Description: If the job ran into an error directly after uploading a document to M-Files, the object ID and the document status were not set correctly. In combination with the object import, one and the same document was created multiple times. This behavior has been corrected.

24.0.2502.281275 (28.02.2025)

ID: 96382
Feature: Optimization for Line Dropforms
Description: An optimization has been made for the integration of line dropforms.

24.0.2502.279035 (25.02.2025)

ID: 89517
Feature: New Dropform features and UI improvements
Description: The following features have been added to the drop-down form and the advanced view:
New actions “Preview” and “Download” in the context menu; new default action “Preview” on left-click; global default action; new actions “Download” and “Print” in the advanced view
Link: Context menu, DMS User Setup, DMS Setup, Document preview

24.0.2502.276264 (18.02.2025)

ID: 91888
Feature: Dropform integrated into additional pages
Description: The DMS Dropform has been integrated into the following pages:
Job List; Job Card; Job Ledger Entries; Service Quotes; Service Quote; Service Orders; Service Order; Service Invoices; Service Invoice; Service Credit Memos; Service Credit Memo; Service Items; Service Item; Service Contracts; Service Contract

24.0.2502.271359 (10.02.2025)

ID: 94946
Bugfix: Synchronization of payment status
Description: In some cases, the payment status is synchronized even though the property has not been mapped.

24.0.2501.266019 (30.01.2025)

ID: 92859
Bugfix: Removal of special characters from file names
Description: Special characters are removed from file names. This could lead to display problems in the DMS dropform.

24.0.2501.262110 (22.01.2025)

ID: 93684
Bugfix: Explicit declaration of the namespace for No. Series objects
Description: The namespace of all referenced No. Series objects from the Business Foundation app is now explicitly specified so that there can be no conflicts with other apps.

24.0.2501.256748 (10.01.2025)

ID: 92918
Bugfix: Renaming filenames deletes text
Description: When renaming filenames, parts of the file name may be deleted. This behavior has been corrected.

24.0.2501.255371 (08.01.2025)

ID: 90217
Feature: E-invoices - UN/CEFACT support & PDF attachments
Description: E-invoices in the UN-CEFACT format can now be displayed in the document preview.
In addition, PDF files attached to an E-invoice are formatted as hyperlinks. When clicked, the respective PDF file opens in a new browser tab.
Link: Document preview

24.0.2412.251487 (20.12.2024)

ID: 92293
Bugfix: When a DMS team is deleted, all team members are deleted
Description: In previous versions, all team members were deleted when a DMS team was deleted, not just the team members belonging to the corresponding DMS team. This behavior has been corrected.
Link: DMS Teams

24.0.2412.250771 (19.12.2024)

ID: 89825
Improvement: Extension of the supported file formats for the Multi-Upload file preview
Description: In previous versions, only PDF files were displayed in the Multi-Upload file preview. In this version, the remaining file formats supported by the DMS Connector for the file preview have been added.
Link: Multi-Upload

ID: 89829
Improvement: Validation of the class ID for Multi-Upload
Description: In previous versions, it was possible for the user to manually enter a class ID during Multi-Upload without validating whether the class is set up in the respective table setup. This validation has been added in this version.
Link: Multi-Upload

24.0.2412.250704 (19.12.2024)

ID: 92237
Bugfix: Problem with updating the M-Files structure fixed
Description: When updating the M-Files structure, the error message "This page has been updated" was displayed in some cases.

24.0.2412.247265 (12.12.2024)

ID: 86516
Feature: New Integration Events
Description: New integration events have been added to the “DMS Job Queue Process” and “Document PDF Creation” codeunits.

24.0.2412.243224 (03.12.2024)

ID: 91214
Feature: Update dependency version of the DMS Connector Core App
Description: The version of the Dependency App “DMS Connector Core” has been increased to 21.0.0.0.

24.0.2411.240932 (27.11.2024)

ID: 91078
Feature: Clear workflow fields when copying a document
Description: With the “Copy document” function, the workflow fields are cleared so that no incorrect data appears on the document.

ID: 90946
Feature: Dropform performance optimization
Description: The performance of the dropform has been improved so that it loads faster in certain cases.

24.0.2411.237564 (20.11.2024)

ID: 89038
Feature: Dropform integrated into additional pages
Description: The DMS Dropform has been integrated into the following pages:
Item Tracking Entries; Lot No. Information Card; Lot No. Information List; Posted Item Tracking Lines; Serial No. Information Card; Serial No. Information List; Item Tracking Lines*; Reservation Entries**; Warehouse Entries**; Item Ledger Entries**
* The Dropform is linked with the table setup for Serial No. (ID 6504) or Lot No. (ID 6505). The Dropform is only visible if the respective number is filled in the line. The table setup for serial numbers is prioritized if both numbers are filled.
** The Dropform is visible if there is a valid table setup for table 337, 7312, resp. 32, or for table 6504 or 6505. The descending linking priority is: table 337/7312/32 -> table 6504 -> table 6505.

ID: 88100
Bugfix: Error on creating DMS objects/documents with primary key field values longer than 20 characters
Description: When creating DMS objects/documents, the values of the primary key fields of the associated BC record are processed and saved in the DMS object/document. While processing these, an error occurred if one of the values was longer than 20 characters. This error has been fixed.

24.0.2411.237457 (20.11.2024)

ID: 90611
Feature: Set multiselect lookup fields with semicolon separated values
Description: M-Files multiselect lookup fields can now also be set if the values from a text field are passed separated by semicolons.

ID: 90610
Feature: Search property with automatic calculated properties
Description: The search property in the table setup can now also be used for calculated fields in M-Files.

24.0.2411.236303 (18.11.2024)

ID: 90482
Bugfix: Synchronization of payment status
Description: In some cases, the document was updated several times in M-Files even though the payment status had not changed.

24.0.2411.233077 (11.11.2024)

ID: 89519
Feature: Removal of the old DMS dropform
Description: A note has been added that the old DMS dropform is no longer used and will be removed in one of the next versions. The new redesigned dropform will be used by default.
Link: New dropform

ID: 88202
Bugfix: Fix permission check when uploading documents
Description: In some cases it was possible to upload a document even though the user did not have permission to do it.

24.0.2411.232025 (08.11.2024)

ID: 89519
Bugfix: Multi-Upload with identically configured table setups
Description: The multiple upload for identically configured table setups (same Table No. and, if applicable, Document Type) was cancelled without feedback to the user. This behaviour has been corrected.
Link: Multi-Upload

24.0.2410.226904 (28.10.2024)

ID: 88320
Feature: Display of <SubInvoiceLines> in E-Invoices
Description: <SubInvoiceLines> are now displayed for e-invoices where applicable.

ID: 88320
Improvement: Optimization of the layout for e-invoices
Description: The universal layout for e-invoices has been visually and functionally optimized.

24.0.2410.226814 (28.10.2024)

ID: 80092
Feature: Multiple Upload via Drag & Drop
Description: It is now possible to upload entire folders or several files at the same time via the DMS Dropform.
Link: Multi-Upload

24.0.2410.224856 (23.10.2024)

ID: 84585
Improvement: Object Import: Update metadata after file import
Description: It can now be controlled whether metadata should be updated after the object import.

21.0.2410.221249 (14.10.2024)

ID: 88423
Bugfix: Adjustment of DMS Basic permission set
Description: In certain cases, documents were not archived because the permissions prevented this.

21.0.2410.220257 (10.10.2024)

ID: 88361
Bugfix: Error correction when displaying the job status in the DMS role center
Description: The job status was not displayed correctly in certain cases.

21.0.2410.219609 (09.10.2024)

ID: 84983
Feature: E-invoices can be displayed in the document preview
Description: The document preview in the advanced view now supports the preview of e-invoices. A universal template that supports certain formats and versions is used for the preview.
Link: Document preview, E_invoices format overview

ID: 84775
Improvement: Update of the file type symbols in the DMS dropform
Description: The symbols/icons that represent the file type of the files in the DMS dropform have been updated. A new icon for XML files has also been added.
Link: Structure of the dropform

21.0.2409.216669 (30.09.2024)

ID: 87837
Bugfix: Error on retrieving license information
Description: In rare cases, an error occured while retrieving license information. This error has been fixed.
Link: DMS Setup - Retrieve license information

21.0.2409.215494 (26.09.2024)

ID: 80096
Feature: Restriction of the visibility of temporary documents
Description: By default, DMS documents with the status “New” and “Uploading” can only be seen by the user who uploaded/created or last modified them. Exceptions for certain users, who should see all temporary documents, can be set up in the DMS User Setup.
Link: DMS User Setup

21.0.2409.215179 (25.09.2024)

ID: 87709
Bugfix: Error correction when displaying related documents in the DMS dropform in the General Ledger Entries
Description: Documents that are uploaded via the dropform on G/L entries are displayed on all G/L entries with the same Document No., Posting Date and, if applicable, Document Type.

21.0.2409.215021 (25.09.2024)

ID: 87048
Bugfix: Prevention of an error when loading the width of the DMS dropform
Description: When loading the width of the DMS dropform, an error message related to the dropform could occur in some cases due to the asynchronism of processes. The cause of the error has been adjusted accordingly.

21.0.2409.214962 (25.09.2024)

ID: 87655
Improvement: Neues Integrationsereignis OnAfterEvaluateFileHandling in Codeunit MFObjectMgt
Description: A new integration event has been added which provides the file-handling of new documents dropped in DMS dropform.

21.0.2409.210380 (11.09.2024)

ID: 87058
Improvement: Adjust DMS User selection list
Description: The DMS user selection list has been adjusted so that the full name is now visible.

21.0.2409.209563 (09.09.2024)

ID: 84909
Feature: DMS Dropform Slider
Description: A slider has been added to the DMS dropform; with it you can change the width of the dropform.
Link: Structure of the dropform #4

21.0.2408.200366 (13.08.2024)

ID: 85821
Improvement: New Release Notes structure
Description: With the new structure of the release notes, more information and clarification can be provided. An internal ID, the type of adjustment (improvement/feature/bugfix), a short description and, if applicable, a link to the setup instructions are provided.
Link: Release Notes

ID: 85821
Improvement: App version modification; Version overview
Description: With this release, the app makes a version leap from 1.7 to 21.0. This was done to order to align the versioning with that of Microsoft Dynamics 365 Business Central. Version 21 is the minimal required Business Central version.
Link: Version overview

1.7.0.197667

  • Adjustment of error message on uploading an empty file in the Dropform

1.7.0.197038

  • Version Adjustment of the dependency app DMS Connector Core

1.7.0.190518

  • Workflow status of documents at the posted documents are synchronized

1.7.0.190094

  • Object import - create and modified date are transferred during import to BC

1.7.0.188919

  • Class groups and their order in M-Files Admin are transferred to BC
  • Class selection list optimized
    • Ability to specify the order of classes in the class selection list
      • Global setting Global class selection list order in DMS Setup
      • User-specific setting Class selection list order in DMS User Setup
    • Ability to expand and collapse the class groups
  • Dropform upgraded
    • New grouping level M-Files class group
    • New dropdown menu Sorting options
  • New field Preselect class in Document class setup - when activated, the class is automatically preselected in the class selection list

1.7.0.188784

  • Display documents from posted documents in the G/L entry, vendor ledger entry and customer ledger entry
  • Re-archive documents from reports if an error occurred during creation

1.7.0.177615

  • Synchronisation of the M-Files comments on purchase documents in Business Central
    • New field "Comment" M-Files property in DMS Setup
    • New field Sync M-Files Comment in Object Import Setup

1.7.0.174784

  • File names can be changed via the document card
  • File extensions are transferred during object import if the file extension has changed in M-Files (e.g. conversion of Word-file to a PDF-file)

1.7.0.167452

  • Synchronization of the payment status from vendor/customer ledger entries to posted purchase/sales invoices and credit memos
    • New field "Paid on" M-Files property in DMS Setup
    • New codeunit "UpdateLedgEntryInfo"

1.7.0.161994

  • Messages regarding document permissions, M-Files license validity and document preview status are now displayed directly in the document preview instead of as a pop-up
    • The different messages have been givens symbols for better recognition

1.7.0.156285

  • New redesigned DMS Dropform
    • Better overview of the documents
    • Display of the workflow status directly at the document
    • Grouping and sorting functions by class and date
    • Saving the grouping, sorting and page settings of the advanced view
    • Limit the number of documents to be displayed

1.7.0.155859

  • Object Import: Extended the search conditions to include more M-Files datatypes (Vault Extension 1.7.0.1 required)

1.7.0.155527

  • Integration of DMS incoming documents
    • Central management and linking of incoming documents
    • Automatic assignment of documents to BC records
    • Linking of documents via journal batches to ledger entry
  • Permission check for documents in Business Central
    • Document upload, download and display of documents from Business Central only with a valid M-Files license
    • Checking the document preview via M-Files permissions
  • Activate/deactivate multiple table setup via action
  • Display count of data for object upload via action
  • Workflow status can be set up when overwriting documents
  • Deactivation of jobs if BC environment has been copied
    • Prevents objects/documents from being uploaded from other systems to productive M-Files vaults
  • Dropform integration in blanket order pages
  • Display of amounts and dates in the current user format
  • Performance optimizations

1.6.0.87345

  • Optimization of task queue overview from the DMS Role Center

    • Jobs are now displayed with status, start date and number of minutes between executions
    • Jobs that are on Waiting are highlighted in color
    • Jobs that are set to Ready but have not been run for some time are highlighted in color
    • Several jobs can be marked and restarted/set to Waiting (also across clients)

  • Optimization of the object import

    • DMS-VaultExtension App v1.6.0.5 required
    • Reduction of HTTP queries per job run
    • Reduction of the job runtime (10x faster in the test)
    • Date fields were not converted correctly in other languages.

  • Change to the DMS user table

    • Primary key is no longer the user ID
    • Synchronize workflow status only for documents, not for objects

1.6.0.83303

  • Deactivation of field validation for configuration packages can be set up (RapidStart)
  • Tabular separation of the report archiving facility (unposted and posted documents)
  • Display of the class name in the report archiving facility
  • Use of the new M-Files web client links as standard with new Vault setup

1.6.0.79700

  • Entries in the purchasing area can now be prevented based on the workflow status of the attached documents

  • Workflow status can be updated by right-clicking from the factbox

  • Factbox added to archive tables.

1.6.0.76495

  • Document preview in the extended view now also works for files that have not been uploaded
  • Extension of role center with "DMS Setup" navigation
  • Files with "New" status are now displayed in italics in the DMS Factbox
  • PDF archiving
  • Bugfix: Empty file when releasing documents from the list
  • File handling can be set up when releasing documents
  • Always overwrite file
  • Always create new file
  • Create file only once (original document)

1.6.0.74781

  • Adjustment of role center - opening of table settings and task queue items in other clients
  • Fix "Not Found" error message when uploading objects
  • Prevent "Update metadata" error message if BC data record no longer exists.
  • DMS drop form for archived documents added.

1.6.0.66478

  • New DMS role center
  • Automatic reset of the job queues Jobs
  • Automatic e-mail when DMS job runs on error
  • Optimization update workflow status job (Vault Extension 1.6.0.2 required)
  • Workflow start/end status was not updated (Vault Extension 1.6.0.0 required)
  • Customization Url for new WebClient

1.5.0.0

  • The file upload failed with the message "Upload session not found" if multi-server mode was used.
  • A separate job can now be used to update the workflow status in order to relieve the document upload job.
  • Metadata can now be replaced for multiple selection fields. All existing selection elements of the M-Files field are deleted and only the transferred element is set.
  • Table settings can now be set so that they remain active if changes are made to this setting.
  • A property can be set where the ID of the object is not known. The search property is used to search for a property on the object that uniquely identifies the object. E.g.: Vendor/purchaser objects based on the vendor/purchaser name.

1.4.0.0

  • Boolean fields in the object import search conditions are now checked for correct values.
  • In the DMS Factbox it is now checked whether the user has read permissions for the DMS tables to avoid error messages.
  • Under certain circumstances it can happen that the default value of Boolean fields has not been set.
  • The "M-Files workflow status list" now shows how many files are in the respective workflow status.
  • In the case of value lists with several thousand values, the structure import sometimes took a long time.
  • The DMS drop form is now displayed on the production orders so that documents can be stored there.
  • Automatic linking can be set up in the table setup to display documents in other tables.

1.3.0.0

  • The default values for properties from the setup were not set in all scenarios.
  • The start and end status of a workflow were not set correctly in some cases, causing problems with automatic status transitions. (Note: Vault extension "TSO.DMSVaultExtension" version 1.3.0.0 required)
  • Interruptions to the Vault occurred at irregular intervals, so that documents and objects could not be uploaded.
  • No objects were created when creating objects from virtual tables. The object creation now works due to an adjustment.
  • If new documents were created in M-Files that are not yet stored in Business Central, the associated information can be transferred to Business Central using the file import function and linked there to the respective master or transaction data record.
  • The authorization records for the administration and use of the DMS Connector are now delivered automatically.

1.2.0.0

  • There is now a larger selection of data sources with which the properties for objects and classes can be linked. Text, date, yes/no selection, BC lookup, BC link and M-Files value list are now also available for mapping. This allows the user to add more M-Files metadata by drag & drop when uploading documents.
  • It is now possible to synchronize the workflow status of M-Files documents with Business Central. The workflow status is displayed in the factbox of the document.
  • HTTP requests are required to use the app. These can now be activated during the "supported setup" for the app.
  • M-Files value lists from Business Central tables can now be filled and synchronized.
  • An error was displayed when the setup card was opened and the DMS number series already existed in the number series.