Release Notes 2024 and older

(Note that this is a Release Candidate and might need some small last improvements! If you have any findings, please send them to info@dox42.com).

- dox42 DocGen data source: Ability to include sub-templates or documents, base64 encoded into your template. This feature is intended for the e-inovicing functionality, which will be available with the upcoming dox42 Server V5 release.

- Find a detailed list of all Version 5 features in the release notes of dox42 BETA Enterprise Add-in V5.0.0.15 below.

- Further information can be found on our resources page: www.dox42.com/resources

- Improved caching for SAP data source for performance improvements

(Note that this is a BETA Release and should not be used in production yet! If you have any findings, please send them to info@dox42.com).

- New modern UI

- Fresh Look for dox42 Add-in

- Fresh Look for dox42 Data Fields (via Refresh Template Button)

- Extensive dark mode

- Improved Dialogues

- Remember Window Size Setting

- Improved Visualiser

- Label functionality available for all Data Sources

- Label functionality can be switched on/off in Datamap and Datafield Explorer

- Option to hide Data Fields

- Extended Color Picker

- New Tutorials Menu

- Broken fields visually recognizable (via Refresh Template Button)

- Look Up Modificator (Performance Improvements for Lookups - new Button in Configure Section of DM)

- Trace Logging from dox42 Add-in

- Data Map Password Protection (only available for use with the dox42 Add-in at the moment)

- Improved XML/JSON POST Requestbody Integration

- PowerPoint: Utilize header and footer from PowerPoint Master Slide when importing PowerPoint slide

- Entra ID Login Import/Export functionality

- Upgrade to .NET 4.8

- various fixes and minor changes

Further information can be found on our resources page: www.dox42.com/resources

- Introduced caching for SAP data source for performance improvements

(dox42 Server must be version 4.6.4 or higher)

D365 FSCM

- Extended conditional archiving capabilities (depending on the field value in the dox42 report template)

- Improvements in the dox42 audit log form

- Bug fix for handling certain special characters when sending reports via e-mail

- Various improvements, bug fixes and technical updates

dox42 Server/Add-In:

- Query length is no longer limited when using the D365 FSCM entity data source (OData)

- Fix for Microsoft Entra ID Token generation

- Fix for EMF parallel processing

- new feature: add base64 metadata headers

- Fix for sizing of EMF output

(dox42 Server must be version 4.6 or higher)

D365 FSCM V1.4.1

- "EMF" mode for the Document Routing Agent (DRA)

- Using custom print destinations for archiving

- Sending document copies in one printing job when using PDF format for the Document Routing Agent (DRA)

- Supporting special characters in the email subject for the "D365 Server" and "D365 User" sending modes

- Various improvements, bug fixes and technical updates

dox42 Server/Add-In:

- Add-Ins: Selecting/deselecting all fields on the entity data source setup form in one click

- Various improvements, bug fixes and technical updates

D365 FSCM V1.4.1.1

- Hotfix for the asynchronous archiving

- Hot fixes: SharePoint Action: Metadata can be set with check-in message

- SQL Datasource: Connection closes properly with D365 databases

- New parameter "numberofcopies" for return Action - allows to specify number of copies within one file

- EMF files and EMF Zip file creation supported (ReturnAction.Format =emf, ReturnAction.Specialformat=EMFZIP)

- dox42 Office Add-ins dark mode support

- PDF Attachments can be printed with PrintAction

- minor UI and functional fixes

- Hot fix for D365 CE data source.

- Functionality "Condition" for Output action now also supports data fields

- data base logging

- dox42 Dashboard with metrics, charts and numbers of no. of doc gens

- info button to check if client secret has expired

- update dox42 Version feature

- rollback dox42 Version feature

- switch between MSAL and ADAL on settings page

- MS authentication set-up more user friendly

- Excel data source window UI fixes

(dox42 Server must be version 4.6 or higher)

D365 FSCM

- "dox42 integration framework" – calling D365 F&O reports from external systems (e.g., Power Automate, etc.)

- Supporting dox42 custom output actions as print destinations or to extend existing dox42 print destinations [BETA]

- Expanded and enhanced audit log capabilities

- Email body format (HTML or plain text)

- Setting up translations for buttons to call data entity reports

- New OData entity to get latest report transaction id

- Button to delete report metadata in D365 F&O

- Various improvements, bug fixes and technical updates

dox42 Server/Add-In:

- Potential AAD throttling issues when using client credentials

- dox42 Excel: Copy and shift rows down

- dox42 Excel: create dynamic worksheets

- dox42 Excel: copy content and format of worksheet

- Conditional output action execution

- Exchange online emails support dox42 template body

- dox42 HTTP Header "dox42MetaData" for metadata added to dox42 calls

- Email Action Senders, Receivers, CC and BCC accept ";" as seperating character

- Error Mails can be sent without set password in web.config, if Anonymous Authentification is in use

- JSON tags can start with a number

- Various fixes and UI improvements

- dox42 CRM Output Action supports creation of CRM email activities with dynamic content, which opens directly in the Dynamics timeline.

- Upgrade to SPFx 1.15 and MSAL support

- New configuration list: "dox42CommandBar UI Settings" - allows you to rename the button that appears in command bar.

- New Parameter "Send by Post" - determines wheter a dox42 Server Call should be done via POST instead of GET. Choosing POST will include the list-item-IDs in the request body.

- Download package now includes dox42 BC data sources and the dox42 on-prem App for BC21.

- dox42 for BC21 SaaS is available via the App Store.

- MSAL authentication added. Ability to switch between MSAL and ADAL in Azure AD Login window

- Ability to send dox42 E-mails via Microsoft Exchange Online & Azure AD

- Automate Ranges: Ability to add custom colors to automate range start & end tag

- Automate Ranges: Performance improvements

- SharePoint Data source: Ability to authenticate with Certificate

- UI Improvement for Azure AD dialogues in SharePoint and D365 CE datasources

- Bulk letter: Continue on error functionality added (continues sending emails, after one email address is not valid)

- Excel Datasource: Ability to export field formats as HTML

- New Parameter "ReturnSavedFileInfo" - if set to "true", REST calls return information of saved document as JSON

- Http Header section in XML data sources allows to insert data fields with one click

- Recognition of more Http Headers

- More accessible elapsed time data in log level trace

- Ability to add data fields to field formatter

- Various fixes and UI improvements

- UI improvement for Azure AD Connection Tab

- Support for virtual entities

D365 FSCM

- Excel and PowerPoint report templates

- Expanded and enhanced audit log capabilities

- Ability to use/restore existing SharePoint Online certificates

- Caching printed reports (optional) [BETA]

- Various improvements, bug fixes and technical updates

dox42 Server/Add-In:

- Migration from the Azure Active Directory Authentication Library (ADAL) to the Microsoft Authentication Library (MSAL)

- Hot fix: Ability to send dox42 E-mails via Microsoft Exchange Online & Azure AD.

More information can be found in the "Microsoft Basic Authentication deprecation for Exchange Online" documentation: "www.dox42.com/download/dox42_documentation_Microsoft_BasicAuthentication_deprecation_102022.pdf"

- new parameter "rootfolder" for SharePoint action, which allows the usage of internal library names

- new email mode: "AttachmentTxtBody" - generates the E-Mal-Body template in TXT Format, while also attaching a generated document.

- hot fix for SharePoint Action (storing documents in SharePoint libraries with folders)

D365 FSCM

- Sign PDF documents

- Save printed report in document management enhancements

- Cleanup historical data function improved

- Audit log form improved

- Potential errors when using HTTP method POST

- Small improvements, bug fixes and technical updates

dox42 Server/Add-In:

- Add-Ins: Filtering entity columns on the entity data source setup form

- Potential errors when using HTTP method POST

- Small improvements, bug fixes and technical updates

- Ability to use SharePoint GUID to read Libraries and lists in SharePoint data sources

- Ability to use SharePoint GUID to write to SharePoint Libraries in SharePoint output action

- SQL datasource: ODBC provider added

- Possibility to add a metadatafile with dynamic input to Save Actions

- Possibilty to add colored backgrounds to QR Codes

- New Server Parameter "LoadlocalFilesFromTrustedTemplateLocationsOnly" if set to true, you can only integrate files from trusted template locations in data sources and dynamic fields

- Possibilty to import connection parameters in Azure AD Configuration Window via XML file & to clear inputs easily

- New "notlike" Filter available in Filter/Sort menu

- Ability to add a dynamic file name to SOAP return action

- Datafield type "htmlfile" can include HTML files from the internet

- Improved error handling for Azure Blob Storage Action

- Ability to use SharePoint Shared Documents library to open templates with MFA

- Small improvements, bug fixes and technical updates

- Ability to read HTML images from Rich Text Editor Fields

D365 FSCM

- Full support of Document Routing Agent (DRA)

- Save printed report in document management enhancements

- Set up SharePoint file names on the report level

- "nl-be" and "da" labels

- Small improvements, bug fixes and technical updates

dox42 Server/Add-In:

- Caching bug fix

- Bug fix for using “#” in OData filters

- Added the parameter "MailMethod" for emails. Ability to switch between aspose and mailkit mailmethod.

D365 FSCM

- Attach files to dox42 report (adding to layout / sending per email)

- Preview serialized report data directly in D365 F&O

- Small improvements, bug fixes and technical updates

- Ability to add custom column labels for data fields

- Ability to read EntityCollection fields

- renamed datasource to D365 CE | Dynamics CRM | Dataverse Datasource

- updated data source icon

- Ability to add SharePoint lists dynamically via data fields (via syntax <%datasource.datafield%>)

- D365 CE Request Body samples added for Input Parameter and XML/JSON data sources

- dox42 Add-in Office dark mode friendly

- Ability to disable SaveAction and RedirectURLs for dox42 Server calls (see dox42 Server documentation)

- Ability to add Wikimedia Images to templates

- Input Paramter Character Length increased

- Ability to use Visualizer in Header/Footer

- Improved UI for screens with high resolution (4k)

- Improved Sorting Functionalities

- Datafield Explorer "OK" button greyed out, if no fields selected

- Possibilty to integrate dox42 calls via D365 CE webresource pop-ups

- dox42 Model Driven App for Template Configuration and Service Connection

- Ability to add dox42 buttons to Dynamics CE via Power Apps

--> All new features explained in dox42 Class of dox42 D365 CE Pop-up integration: https://www.dox42.com/Resources?search=/pop-up/i&

D365 FSCM V1.2.14.2

- Fix for deployable package error

- “de-ch” labels

D365 FSCM V1.2.14.1

- Improvements to save printed report in document management

- Various improvements, bug fixes and technical updates

D365 FSCM V1.2.14

- Permissions for dox42 Entity Button updated

- Improvements of roles and permissions

D365 FSCM V1.2.13.3 [BETA]:

- Improvements of advanced dox42 server management

D365 FSCM V1.2.13.2 [BETA]:

- Save printed report in document management

- Advanced dox42 server management

- Push report data to dox42 Server (via POST Method)

- Allow start email subject with backslash

- Special characters in email subject

- Allow to print report also if e-mail password cannot be decrypted

- Lookup to select report design

- dox42 Server assignment per template

dox42 Server/Add-In V1.2.13.2:

- Throttling handling

D365 FSCM V1.2.13:

- docx and xlsx file outputs

- dox42 Server assignment per template

- Multiselect Odata - more selected records into one template

- Improvements to attach files to dox42 report (adding to layout) [BETA]

new functionalities dox42 PowerPoint Add-in:

- Repeat data in table rows

- "Remove shape if empty" can be used in tables & table rows

- Fix for slide control repeater

- Minor fixes and improved error messages

- Abilty to Save documents on Azure Blob Storage (See dox42 Server documentation)

- UI Changes Download Dialogue from SharePoint Online

new functionalities:

- Azure Blob Storage output action

- "Rename button" simplifies working with custom output actions

- Support for alternative file types for template paths

- Fixed issue that caused an exception for all Service URL domain names that had a pattern that differed from xxxx.xxxx.xxxx

- Fixed small UI issues

- Improved wording in data source connection tab

D365 FSCM:

new functionalities:

- Manage document type for attachments

- Attach files to dox42 report (adding to layout) [BETA]

- Extend dox42 Audit Log to show reference to source

- D365: CSV file output (upgrade from AX 2012)

- Multiselect on forms for OData reports (print one report)

- Report printing timeout increased

- Performance - parallel dox42 calls when archiving

dox42 Server/Add-In

- D365 DataSource (SSRS) - Optimization through caching (new functionality)

new functionalities:

- Adding custom data sources to dox42 Crypto data source

- Adding DocuSign checkboxes to documents

- Possibilty to add a culture to number formats within the dox42 group calculator

D365 FSCM:

- Bug fixes for email subject

new functionalities:

- Additional authentication method "AzureAD App Registration with Client Secret/Certificate".

Allows the D365 CE|Dynamics CRM authentication via an application user + a Client Secret or Certificate.

new functionalities:

- dox42 Visualizer

- dox42 AAD-Login

- Adding dynamic bookmarks to dox42 templates

- Adding SharePoint attachments to dox42 templates

--> All new funcationalities explained in #dox42 Class: https://www.dox42.com/Resources?search=/dox42class%20of%20visualizer/gi&

D365 FSCM:

- Multiselect on forms for OData reports (print multiple reports)

- Bug fixes for email subject

- Various improvements, bug fixes and technical updates

D365 FSCM:

- Reversed packing slips printing

- Print multiple copies

- Bug fixes for email subject

D365 FSCM:

- Skip downloaded file when not in GUI

- Print picking list from transfer order

- Improvements for roles and permissions

D365 FSCM:

- Use Excel templates to print reports to “xls” files

- Provide additional extensibility in D365 FSCM X++ code

- Various improvements, bug fixes and technical updates

dox42 Server/Add-In:

- Add “Show/Hide” checkbox for secrets

- Performance improvements for dox42 OData Source

- Various improvements, bug fixes and technical updates