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Release Notes

App Updates

You can read how to install app updates here..

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

28.0.2608.596542 (27.08.2026)

ID: 127170
Improvement: Configuration package extended with additional setup data
Description: The predefined configuration package now includes DMS Team and document setup data, including individual content type permissions. This data can now be transferred together with the other DMS Connector settings.

ID: 97532
Bugfix: Correct folder setup order when using BC Ext. Lookup
Description: Folder structures that use values from a BC Ext. Lookup are now created in the configured order, preventing an incorrect folder hierarchy.

ID: 126723
Bugfix: Folder deletion validation corrected
Description: When a folder or document set contains documents and cannot be deleted, the "Delete item in SharePoint" action now leaves the item intact in both SharePoint and Business Central.

28.0.2608.578563 (01.08.2026)

ID: 122267
Improvement: Verification of Database Information for DMS Jobs
Description: If a company copy or a database change is detected, jobs are automatically paused. The database information is then updated using the corresponding action in the DMS configuration. This prevents documents from being unintentionally transferred from test or copied systems to the DMS.
Link: DMS-Einrichtung

28.0.2608.589898 - DMS Connector Core (17.08.2026)

ID: 129650
Feature: Archive Missing Records added to the public API
Description: The action Archive Missing Records from the DMS Archive Setup has been added to the public API. This allows it to be automated using a job queue entry.
Link: DMS Archive Setup

28.0.2607.573048 (23.07.2026)

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: Contenttype permissions

ID: 127256
Improvement: Permission control extended for file renaming
Description: The content type permission concept now includes a dedicated permission for renaming files. This allows renaming documents to be controlled explicitly per content type.
Link: Contenttype permissions

28.0.2607.571163 (21.07.2026)

ID: 59382
Feature: Notification for inactive archive setups
Description: A notification is now shown when opening the DMS Report Archive Setup if there are inactive archive setups. It informs the user that documents for these setups will not be archived.

28.0.2607.568288 (16.07.2026)

ID: 119286
Bugfix: Document setup can no longer be deleted while documents still exist
Description: Deleting a document setup is now blocked with an error message if there are still documents assigned to it, preventing document references from becoming invalid.

28.0.2607.565906 (13.07.2026)

ID: 126961
Bugfix: Error in task queue fixed
Description: An error related to a missing setup in the task queue has been fixed.

28.0.2607.564694 (10.07.2026)

ID: 123674
Feature: Correction job for renaming folders and document sets
Description: A new job recalculates the expected folder name for all synced folders and document sets of a table setup based on the current folder setup and the source record values, and renames the folders (including parent folders and sub-items) whose name no longer matches. The related references in Business Central are updated accordingly so that document links remain valid. The job can be scheduled as a job queue entry, where the parameter string "" processes all table setups and any other value is used as a filter on the table setup codes.
Link:* Job Queue Entries

28.0.2606.557360 (30.06.2026)

ID: 121954
Improvement: Table setup description shown in the DMS FactBox grouping
Description: When documents are grouped by table setup in the DMS FactBox, the configured table setup description can now be displayed.
Link: General Information

ID: 122847
Improvement: Automatic update of DMS Teams
Description: Changes to the members of a DMS Team now automatically trigger an update of the team. It is no longer necessary to trigger the update manually via the table setup.
Link: DMS Teams Setup

ID: 125602
Improvement: SharePoint import extended with metadata updates
Description: The SharePoint import can now optionally update a configured SharePoint metadata field after a document has been imported and after it has been successfully assigned to a Business Central record. This makes it easier to identify in SharePoint which documents have already been imported.
Link: DMS Import Setup

28.0.2606.554080 (25.06.2026)

ID: 125775
Improvement: DMS notifications extended with "Don't show again" action
Description: DMS Connector notifications can now be permanently dismissed using a "Don't show again" action.

ID: 110531
Bugfix: JavaScript error in the DMS FactBox on G/L Entries
Description: A JavaScript error that occurred in the DMS FactBox on the G/L Entries page has been fixed.

ID: 116453, 120758
Improvement: DMS SharePoint Table Setup enhancements
Description: When selecting a content type in the DMS Table Setup, the corresponding column properties are now automatically populated. Additionally, site changes in the table setup are now validated to prevent inconsistencies.

ID: 106521
Improvement: Overwrite option renamed for clarity
Description: The "Cancel upload" option in the Overwrite setting of the DMS Table Setup has been renamed to "Create once" for improved clarity.

28.0.2606.544566 (11.06.2026)

ID: 121223
Feature: Document transfer from blanket sales orders to sales orders and from blanket purchase orders to purchase orders
Description: Documents stored on blanket sales orders and blanket purchase orders are now automatically transferred to the sales orders and purchase orders created from them.

28.0.2606.540766 (05.06.2026)

ID: 125039
Improvement: New integration event OnBeforeAssignNewFiles
Description: A new integration event OnBeforeAssignNewFiles has been added to the SharePoint list item import. It allows developers to influence the processing of imported files before they are assigned.

28.0.2606.537692 (01.06.2026)

ID: 124716
Improvement: New download function in the public API
Description: The public API has been extended with a new function for downloading files. It allows any file to be downloaded from a SharePoint site using its URL.

28.0.2605.530270 (20.05.2026)

ID: 123446
Feature: Azure AD Group Synchronization for DMS Teams
Description: DMS Teams can now be linked to Azure AD security groups and synchronized automatically via the Microsoft Graph API. Team members are kept in sync with the Azure AD group, and new members are automatically created in the DMS User Setup if they exist in Business Central.
Link: DMS Teams Setup

28.0.2605.526977 (14.05.2026)

ID: 121397
Improvement: Metadata property display names shown in document card
Description: The document card now shows the configured display name (caption) of SharePoint metadata properties instead of the internal column name. This improves readability, especially for columns with special characters in their internal names.

28.0.2605.521857 (07.05.2026)

ID: 84934
Feature: Email file preview in the DMS document viewer
Description: The document preview now supports .eml and .msg email files. Emails can be viewed directly in Business Central without needing to download them first.
Link: Document Preview

ID: 121995
Improvement: Access token refresh logic further optimized
Description: The access token refresh logic has been further optimized to improve reliability and prevent "401 Unauthorized" errors.

28.0.2605.520857 (06.05.2026)

ID: 122542
Bugfix: Character length limit in DMS Team Members
Description: In the DMS Team Members setup, user codes were limited to a maximum of 20 characters. This restriction has been removed by extending the field length (new table), so that longer user codes can now be used without error.

28.0.2604.515883 (29.04.2026)

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.

28.0.2604.514905 (28.04.2026)

ID: 122420
Bugfix: Content type renaming in SharePoint causes errors
Description: When content types in SharePoint were renamed, the DMS Connector could not correctly identify them, which caused errors during document upload or archiving. This issue has been fixed.

28.0.2604.512663 (24.04.2026)

ID: 84844
Improvement: Automatic linking: improved link filter setup
Description: The link filter setup for automatic linking has been improved to enhance usability.

28.0.2604.510645 (22.04.2026)

ID: 120315, 122533
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

ID: 99200
Improvement: DMS Table Setup and Folder Setup have been optimized
Description: The folder structure and list configuration setups have been improved to prevent misconfigurations.

28.0.2604.509480 (21.04.2026)

ID: 122280
Bugfix: Document preview fails with 404 after file rename
Description: For documents in the status "Being updated" (i.e. after a renaming), the document preview failed with an HTTP 404 Not Found error because the SharePoint link already contained the new filename, but the file was not yet available under that name. This behavior has been fixed: documents can now be previewed even while in the "Being updated" status.

28.0.2604.505418 (15.04.2026)

ID: 121995
Bugfix: Access token refresh logic
Description: The access token refresh logic has been modified in order to prevent "401 Unauthorized" errors.

27.0.2604.502362 (10.04.2026)

ID: 121345
Bugfix: Error handling in the job queue for metadata
Description: When a parent folder could not be uploaded, subordinate elements were not correctly marked as failed. This behavior has been corrected: all subordinate elements are now also set to an error status with the corresponding error message. Additionally, an issue was fixed where metadata that had been removed in SharePoint in the meantime caused errors when updating the structure. These metadata entries are now skipped.

27.0.2603.496437 (30.03.2026)

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

ID: 90360
Feature: Sorting documents by "Created at"
Description: The DMS Dropform now supports sorting documents by their creation date. The option "Created at" has been added to the sorting menu of the DMS Dropform.

27.0.2603.492696 (26.03.2026)

ID: 120973
Bugfix: Access token not renewed in time
Description: In certain cases, the access token was not renewed in time, resulting in "401 Unauthorized" errors when accessing SharePoint. The token renewal logic has been adjusted so that a renewal is initiated 10 minutes before the token actually expires.

27.0.2603.491469 (25.03.2026)

ID: 120895
Bugfix: Dropform shows all documents when posting transaction number = 0
Description: In the ledger entries, the DMS Dropform displayed all documents when the transaction number was 0. This error was resolved by adjusting the internal document retrieval logic.

27.0.2603.490958 (24.03.2026)

ID: 81532
Feature: Extended Lookup as a data source (BC Extended Lookup)
Description: A new data source "BC Ext. Lookup" is now available in the DMS Table Setup. This allows not only the key value of a lookup, but also additional fields from the linked BC record to be passed as metadata to SharePoint when uploading documents.
Link: BC Extended Lookup

27.0.2603.488103 (20.03.2026)

ID: 99729
Feature: Multiple file upload in the DMS Dropform
Description: In the DMS Dropform, it is now possible to upload multiple files simultaneously. Both via drag-and-drop and via the file upload dialog, multiple files can be selected and uploaded in a single step.
Link: Multiple File Upload

27.0.2603.487183 (19.03.2026)

ID: 114741
Improvement: Dynamic filenames and folders optimized
Description: The option for spaces has been added to the folder structure setup and dynamic filenames configuration.

27.0.2603.485377 (17.03.2026)

ID: 118124
Improvement: Update Role Center
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.

27.0.2603.481428 (12.03.2026)

ID: 114741
Feature: Dynamic Filenames
Description: In the DMS Table Setup, it is now possible to define per content type how filenames are composed when uploading documents.

27.0.2603.479396 (10.03.2026)

ID: 119253
Bugfix: Visibility of documents belonging to deleted document sets
Description: Documents whose document setup has been deleted are visible again in the DMS Dropform.

27.0.2602.472191 (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.

27.0.2602.471475 (26.02.2026)

ID: 104748
Bugfix: Dropform error message when list is empty
Description: No error message is displayed anymore when users return to an empty list - e.g., after the last purchase invoice has been posted.

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.

27.0.2602.464593 (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).

27.0.2602.461630 (12.02.2026)

ID: 100134
Improvement: Contenttype permission control
Description: The DMS table setup allows you to define individual permissions for each contenttype. You can control which groups or individuals are allowed to view, delete, or upload documents in this contenttype.
Link: Contenttype permission

27.0.2602.459231 (10.02.2026)

ID: 117381
Bugfix: Library and list requests
Description: Library and list requests no longer return errors if the library/list name contains a "/".

27.0.2602.457737 (09.02.2026)

ID: 116673
Bugfix: Incorrect date format in the default value setting
Description: In the table setup, when using a default value for a date field, the correct format for SharePoint is now used.

27.0.2602.456071 (05.02.2026)

ID: 115956
Improvement: Improvement of metadata mapping
Description: When a new content type is created in the DMS Table Setup, the property "FileLeafRef" is automatically set to the file name of the document.

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

27.0.2602.454357 (03.02.2026)

ID: 116862
Bugfix: Button for document folder settings not visible
Description: In certain cases, the button for document folder settings was not displayed.

27.0.2601.447411 (22.01.2026)

ID: 114896
Improvement: Filter for certificate files
Description: A filter has been added when uploading certificate files so that only valid certificate files can be selected.

27.0.2601.447344 (22.01.2026)

ID: 115850
Bugfix: Recognition of file paths during import
Description: When importing documents from SharePoint, the file path was not recognized correctly in certain situations.

27.0.2601.446049 (21.01.2026)

ID: 115364
Bugfix: Bugfix in the function UploadFile
Description: If no suitable table configuration is found, a message is displayed instead of an error message being thrown.

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 - 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".

24.0.2512.428528 (18.12.2025)

ID: 109450
Bugfix: Fixed dynamic Site-URL
Description: The creation of the dynamic Site-URL has been adjusted.

24.0.2512.427636 (17.12.2025)

ID: 109450
Improvement: Optimized the setup of the dynamic sites
Description: The setup for the dynamic sites has been improved.

24.0.2512.426772 (16.12.2025)

ID: 109450
Feature: Extension of the Site Setup for dynamic sites
Description: An option for using dynamic sites can be activated in the DMS SharePoint Site Setup. This allows documents to be stored in different sites depending on a table field or a default value.

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".

24.0.2511.406122 (08.11.2025)

ID: 107024
Improvement: Extension of table setup with dynamic libraries
Description: In the DMS table setup, an option for using dynamic libraries can be activated. This allows documents to be stored in different libraries depending on the stored setup or a default value.
Link: Dynamic library setup

24.0.2511.403720 (04.11.2025)

ID: 110652
Bugfix: Operative problem in the dropform fixed
Description: In cases where the folder structure contained invalid characters — e.g., line breaks or tabs — the underlying documents in the dropform could not be clicked on. This behavior has been corrected.

24.0.2510.399996 (27.10.2025)

ID: 110652
Bugfix: Filling in the new field SharePoint list/library name in the Table Setups
Description: As part of the adjustments for version 24.0.2510.398193 from 23.10.2025, a new field ListName250 was created in the Table Setup table, which was not filled in the upgrade codeunit. This has been fixed in this version. An update is recommended as soon as possible.

24.0.2510.398826 (24.10.2025)

ID: 104139
Improvement: Das vordefinierte DMS Connector Konfigurationspaket wurde erweitert
Description: Weitere Einrichtungstabellen wurden dem vordefinierten DMS Connector Konfigurationspaket, das über die DMS SharePoint Einrichtung erstellt werden kann, hinzugefügt.

24.0.2510.398193 (23.10.2025)

ID: 109353
Improvement: Configuration Package Import
Description: Importing a DMS Connector setup configuration package into companies that are linked to different SharePoint Sites (with the same structure) is now possible. Follow the import instructions to complete the setup.
Link: Setup Transfer via Configuration Package

24.0.2510.396980 (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 content type they are assigned to.

24.0.2510.394577 (15.10.2025)

ID: 109916
Improvement: File and folder name cleanup function improved
Description: The function that removes invalid special characters from file and folder names has been improved.

24.0.2510.391646 (09.10.2025)

ID: 109494
Feature: New integration event added
Description: A new integration event OnAfterSearchForDuplicateInSameFolder has been added to the codeunit ListItemMgt.

24.0.2509.385935 (25.09.2025)

ID: 109019
Feature: Folder structure formatting expanded
Description: Previously, formatting only applied to Date fields. Now, DateTime fields can also be formatted as desired for the folder structure using the “Format Property Value” field.
Link: Folders and document sets

24.0.2509.384740 (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

24.0.2509.377108 (04.09.2025)

ID: 106018
Feature: Replacement character for filenames and folder names added
Description: A replacement character can now be specified in the DMS SharePoint Setup for illegal characters in filenames and folder names. All illegal characters in the filename or folder name will be replaced by this character.

24.0.2509.376308 (02.09.2025)

ID: 107239
Improvement: Maximum folder path length optimized during import
Description: When using the SharePoint import, folder paths with a maximum length of 250 characters are now taken into account. Previously, the limit was 100 characters.

24.0.2508.368624 (19.08.2025)

ID: 106017
Improvement: Optimization of file import from SharePoint
Description: The links to the imported files did not work if the file was imported from a folder structure that did not exist in the table setup.

24.0.2508.366931 (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

24.0.2507.359296 (30.07.2025)

ID: 89325
Improvement: Deletion processes optimized
Description: The deletion processes within DMS tables have been optimized: Among others, a site can only be deleted if no table setups are linked to it.

24.0.2507.358644 (29.07.2025)

ID: 90566
Improvement: Changing the table number of a table setup
Description: The process of changing the table number of a table setup has been optimized: Among others, the table number cannot be changed if documents are already linked to the table setup.

24.0.2507.355846 (23.07.2025)

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

24.0.2506.342170 (26.06.2025)

ID: 102671
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.

24.0.2506.340654 (24.06.2025)

ID: 66547
Feature: New OAuth2.0 authentication method for SharePoint
Description: There is a new authentication method based on OAuth 2.0. To use this authentication, an Azure app with a certificate is required. Instructions on how to set this up can be found here.

24.0.2506.338038 (19.06.2025)

ID: 101582
Feature: Dropform context menu extended by a delete action
Description: A delete action for the selected document has been added to the context menu of the dropform.

24.0.2506.337251 (18.06.2025)

ID: 61994
Improvement: Automatic deactivation of table setups
Description: When changes are made to the folder structure and when content types are added or deleted in the document setup, the table setup is automatically deactivated. When the table setup card is closed, a prompt for reactivation appears.

24.0.2506.333924 (11.06.2025)

ID: 99409
Bugfix: Validation of metadata
Description: When filling in metadata manually, it has happened in certain cases that values have not been validated and therefore documents could not be uploaded.

24.0.2505.324267 (22.05.2025)

ID: 97474
Feature: Advanced general journal integration for the DMS Dropform; Dropform optimization
Description: The general journal integration of the dropform has been extended:

  • The documents are displayed on the corresponding general, vendor and customer ledger entries
  • The documents are displayed on all G/L entries with the same document number, posting date and document type
  • The documents are displayed on all lines with the same document number and document type
  • The dropform is emptied after posting
  • The dropform is also initialized directly when initializing a new line

24.0.2505.321586 (19.05.2025)

ID: 101226
Bugfix: Faulty file import
Description: When importing files from SharePoint to Business Central, there was insufficient filtering for existing documents, so that some files were not imported. This has now been fixed.

24.0.2505.321449 (19.05.2025)

ID: 91751
Improvement: Dropform loads after creating a document from the customer page
Description: If a document is created directly from a customer, the drop form now loads on the card after the data record has been initialized. All you need to do is click on a field on the card.

24.0.2504.310652 (29.04.2025)

ID: 99745
Feature: Expanded the visibility of the Dropform on Ledger Entry Pages
Description: If there is a setup for posted purchase invoices/credit notes or posted sales invoices/credit notes, the Dropform is automatically displayed at the respective ledger entry pages.

24.0.2504.304433 (14.04.2025)

ID: 94423
Improvement: HTTP Mgt. Codeunit initialization
Description: The HTTP Mgt. Codeunit is initialized at the creation of DMS SharePoint Setup.

24.0.2504.303344 (14.04.2025)

ID: 89879
Improvement: Linked documents in archives
Description: The documents previously uploaded to the original record are now displayed completely in the archive tables in the DMS Dropform.

24.0.2503.284306 (06.03.2025)

ID: 92438
Improvement: Explicit declaration of the namespace for No. Series objects and WebPageViewer
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. In addition, the namespace of the WebPageViewer has been changed to the one recommended by Microsoft.

24.0.2503.283151 (04.03.2025)

ID: 93950
Feature: Dropform integrated into additional pages
Description: The DMS Dropform has been integrated into the following pages:
Opportunity List; Opportunity Card

24.0.2502.279943 (26.02.2025)

ID: 93653
Feature: New codeunit Data ToolsSPTDMS added
Description: A new code unit (ID 71177598) Data ToolsSPTDMS has been implemented. It currently offers the possibility - when executed once in the foreground - to fill empty Folder URL of folders with the value of their Description. This repairs invalid web URLs in the document card and makes them accessible again.
Link: Document Card

ID: 94127
Bugfix: Automatic linking fails
Description: In the case that the automatic linking between tables was set up based on fields with different lengths, this led to an error if the value of the longer field exceeded the length of the shorter field. This case is now handled.
Link: Automatic Linking

24.0.2502.275807 (19.02.2025)

ID: 95535
Feature: Automatic Configuration Package Creation
Description: A configuration package for the DMS Connector, containing all setup tables, can now be automatically created. It can be used to transfer the DMS Connector setup to other companies or environments.
Link: Setup Transfer via Configuration Package

24.0.2502.275807 (18.02.2025)

ID: 91888
Feature: Dropform integrated into additional pages
Description: The DMS Dropform has been integrated into the following pages:
Planned Production Orders; Planned Production Order; Firm Planned Prod. Orders; Firm Planned Prod. Order; Simulated Production Order; Simulated Production Ord.; Released Production Orders; Released Production Order; Finished Production Orders; Finished Production Order; Posted Purchase Receipts; Posted Purchase Receipt; Posted Return Shipments; Posted Return Shipment; 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

24.0.2502.268281 (04.02.2025)

ID: 94528
Feature: Incorrect date formatting in metadata
Description: If a date was selected in the metadata, the date was incorrectly formatted.

21.0.2501.253774 (03.01.2025)

ID: 90939
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.

21.0.2412.250820 (19.12.2024)

ID: 91576
Improvement: Archiving purchase return orders / New dropforms
Description: Purchase return orders can now be archived upon release. In addition, the dropform has been added for purchase shipments and blanket orders.

21.0.2412.246469 (11.12.2024)

ID: 91576
Improvement: New job for deleting orphaned document links
Description: The function for deleting orphaned document links, which was added to the Upgrade-Codeunit in version 21.0.2411.233445, has been optimized and moved to a separate job so as not to slow down the updating of the DMS Connector.
The job carries out the deletion and can be set up as usual. A number of records to be processed can be specified as the job parameter string. If no valid number is specified, 5000 records are processed per run by default.

21.0.2411.239561 (25.11.2024)

ID: 85779
Feature: New app dependency
Description: A new dependency - to our DMS Connector Core app - has been added to the DMS Connector. You can find the app in AppSource. When updating the DMS Connector, the Core App will be installed automatically if not already installed.

ID: 89918
Feature: New Dropform design
Description: The design of the DMS Dropform has been changed. The following features, among others, have been implemented or expanded:
Menu bar, view settings, sorting settings, context menu, standard action for documents
Link: Structure of the Dropform, Context menu, Grouping levels, Settings

21.0.2411.237580 (20.11.2024)

ID: 88056
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.

21.0.2411.233445 (12.11.2024)

ID: 88067
Bugfix: Deletion of orphaned document links
Description: An upgrade codeunit that deletes orphaned document links has been implemented. It runs automatically with the next app update and deletes any orphaned document links.
Link: See release note from 06.11.2024

21.0.2411.232023 (08.11.2024)

ID: 86864
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 and their sub-lines. A universal template that supports certain formats and versions is used for the preview.
Link: E-Invoices format overview

ID: 86864
Improvement: Update der Dateitypsymbole in der DMS Dropform
Description: Die Symbole/Icons, die den Dateityp der Dateien in der DMS Dropform darstellen, wurden aktualisiert. Zudem wurde ein neues Icon für XML-Dateien hinzugefügt.

21.0.2411.231138 (06.11.2024)

ID: 88069
Improvement: Content Type Selection Dialogue
Description: The content type selection dialogue window was displayed when uploading a file even if no changes could be made in it - e.g. if the folder structure setup is unchangeable. This behaviour has been optimized to speed up the filing of documents.

21.0.2411.231066 (06.11.2024)

ID: 88067
Bugfix: Orphaned Document Links
Description: When deleting DMS documents, their links to other table setups (via automatic linking) were not deleted. This issue has been resolved in this version.
An upgrade codeunit, which deletes orphaned links, is currently in development.

21.0.2410.220612 (11.10.2024)

ID: 79968
Improvement: New Integration Events
Description: The Codeunit 71177582 "ListItem Mgt.SPTDMS" provides the following integration events:
OnAfterUploadFile(var ListItemSPTDMS: Record "ListItem SPTDMS")
OnBeforeAddMetadataField(ElementSetupProperty: Record "Element Setup PropertySPTDMS"; ListItemSPTDMS: Record "ListItem SPTDMS"; var Updated: Boolean; var Handled: Boolean)

ID: 79968
Improvement: New function in PublicAPI
Description: The function GetFileAsBlob(ListItem: Record "ListItem SPTDMS"; var TempBlob: Codeunit "Temp Blob") has been added to the Codeunit 71177589 "Public API SPTDMS".

21.0.2408.200361 (13.08.2024)

ID: 85822
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: 85822
Improvement: App version modification; Version overview
Description: With this release, the app makes a version leap from 1.0 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

1.0.0.192824

  • New setting Filename handling in Table Setup -> Documents
    • Filename is not modifiable (default)
    • Filename modifiable by user
  • Optimized file duplicate detection
    • Filenames must be unique at library or folder level
    • If a file with the same name is uploaded though the Dropform, the respective “Overwrite” setting of the document takes effect

1.0.0.162066

  • Options Download and Print added to the document preview
  • Option Download added to the context menu of the DMS Dropform
  • The document preview now also works with the Infobox Area closed

1.0.0.73013

  • Previewing documents directly in Business Central
  • Optimised handling of DMS jobs in the queue
    • Email notifications in the case of errors
    • If the job is successful, the number of previous failed attempts is reset

1.0.0.66440

  • Value lists can now be set up, which the user can select when uploading a file. Depending on the list of values, the documents are stored in specific folders in SharePoint. Example:
Value Parent Value (Folder)
Invoice Records
Credit memo Records
Leasing contract Verträge
Insurance contract Verträge