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4.0.20071.0 (2023-09-29)

Client / AddIn

FIXED The creation of snippets with invalid FormattedText.elements led to an "exception" in the log.
FIXED When inserting a snippet via double-click or drag 'n' drop into a document, an additional empty paragraph was inserted. This has been fixed.
FIXED An exception file is now no longer saved under "C:\".
FIXED The client can now better handle opening the same window several times.
NEW Forms: The document function now offers the creation of one Forms element depending on another with ElementsIf. This is offered in YesNo & Choice and is currently only supported in primedocs pro.

Admin Dashboard

NEW User Onboarding: Multiple users can now be created by entering their SID via Security → New User; Create button → Bulk User Setup.
FIXED More logging is now done during a SID migration.
FIXED When importing a database, there was sometimes an error due to snippet migrations.

App

NEW The profile picture is now displayed in the top right corner of the app.
NEW Forms: Creating one Forms element to depend on another is currently being tested for implementation in the app.
FIXED UI: When generating a document whose Forms contains an object, the "Delete" button was not displayed in the intended section.

Service

FIXED There was an error when adding permissions in the client under Settings → Permissions. This has been fixed.
NEW On the https://meineServiceURL/service web page, the entire server URL is now displayed in a text field.

Document Engine

FIXED Regarding Forms elements depending on each other, there was a bug with Objects and Collections.
FIXED The Slide Layout is now also available in the Master Template.
FIXED An exception was thrown in the document if a field contained unexpected values.
FIXED Placeholder definition: The placeholders placed in the layout were incorrectly PlainText and not RichText. This caused errors in the content with FormattedText.
NEW WordContent snippets can now be equipped with SnippetPlaceholder so that the WordContents can attract Fields or Forms.
[!] WordContent and FormattedText snippets can now only be stored in Template Snippets.

4.0.20063.0 (2023-09-13)

The changes of OneOffixx version 3.8.10150 have been implemented in primedocs.

Document Engine

FIXED An individual table row height is now supported in a WordContent snippet.
NEW There is now a new text module type "Word Open XML" text modules. This type is similar in principle to the conventional text modules and is used to compose a generated document dynamically, according to selections in Forms.
NEW Using WordContent snippet via Fields has been implemented.
NEW The DefaultDocumentLanguage attribute is now used in the Java Script Field Engine in the SnippetsObject.
NEW There is now a new snippet type called "FormattedText". This way, a global translation of the type "Formatted Text" can be created and used in Fields. HTML can be used to format a text accordingly (e.g., bold). On the other hand, an already formatted text can be created in the open document like an ordinary snippet and then referenced in the fields. This snippet type is mainly used for short texts. The corresponding documentation follows.

Client

FIXED The client crashed when the client tried to add a template to the "recently used templates".
FIXED Foreign templates (e.g. imported PDF) could no longer be created.
FIXED In the client UI, the icon showing the connection status was changed.
FIXED The word read by the screen reader to go back to the client from the primedocs menu was changed to improve accessibility.
FIXED TemplatePicker now displays thumbnails in the specific language.
NEW Word: When creating text modules, the dialog now displays more information for choosing the correct text module type.
FIXED Word, Snippet groups: in the Snippet properties, the text field "Keyword search" was not saved and synchronized. This has been fixed.

AddIns

NEW Word, PowerPoint & Excel ribbon position can now be determined via AddinCommonWordRibbonPosition, AddinCommonPowerPointRibbonPosition as well as AddinCommonExcelRibbonPosition.
FIXED Unexpected/invalid values in Word document cause client to crash.
FIXED SendEmail: In a signature, the profile and document language were incorrectly tightened.
FIXED There were errors when creating comments in Word documents.
FIXED WordContent snippets were extended by tables.

App

FIXED The button to upload a profile picture had too small a clickable area for its size.
FIXED OpenAI Integration:
- Look & feel adjustments were made for the "Stop generating" option.
- Outlook's prefix space is ignored due to a Microsoft issue.
- Query generation did not work in PowerPoint Online.
FIXED In case of a validation error, the "Create" button for generating a document is now inactive.

Service

FIXED The template type "External document" was not visible in the client.
FIXED An entry larger than 30MB was not possible in Kestrel operation. This has been resolved.

Admin Dashboard

FIXED User Onboarding: If a user was created via Dashboard, the automatic assignment of the organizational unit was not done.
FIXED The value 0 in ClientSyncMaxDelayAfterStart caused client crash. This value can no longer be set this way in the dashboard and the client validates as well.
FIXED Snippets: The UI was fixed because a white ID was hiding the snippet name.

IdentityServer

FIXED The Identity Server remained in a failed state during startup when the database server was missing.

Installer

FIXED The option LazyLoadingCache was missing in ADMX. Therefore, new ADMX primedocs templates were added in the docs.

4.0.20053.0 (2023-08-22)

Client

FIXED Manually changed data fields at the profile were reset when there was a change of organisation.

Admin Dashboard

FIXED Save User Data in the SID-Migrator resulted in an error when anything was adjusted among the user fields

App

FIXED When hovering the mouse over "Upload image", no effect was visible.
FIXED The focus at "Reset to default" and "Remove image" was not visible when moving the mouse over it.

4.0.20052.0 (2023-08-17)

Client

FIXED Language correction FR and IT: If the template name of a template is not defined in the main UI language, the placeholder "[template name not defined]" now appears instead of "[template name not translated]".
FIXED Export image using arrow key was not available and has now been fixed.
FIXED Template editor: Language check boxes could not be selected and deselected via keyboard.

Admin Dashboard

FIXED Word-style usage evaluation: The Excel formula was supplemented for German Excel.
FIXED 20230421105231_ProfileShareCleanup was deleting permissions for the signature image, which has now been corrected.

4.0.20051.0 (2023-08-11)

Client

NEW With the Lazy Loading Cache feature, snippet and template data can only be loaded when they are used. To activate this, the following switch can be set via the registry or the settings:
```
<appSettings>
  ...
  <add key="UseLazyLoadingCache" value="true" />
</appSettings>
```
FIXED In the global settings, when editing the configuration of a document function, the selection of an attribute with the integrated XML help crashed.
FIXED Global configurations: Entries of the type "Text"/"FormattedText" can now only be created in the global translations.
FIXED The accessibility has been improved.
FIXED The email accounts set in the signature document function are now filtered better.
FIXED If the user was offline, the document generation failed.
FIXED If Forms consists of a DataProvider, the Simple View now shows that DataProviders can only be edited in the expanded view.
FIXED When logging in with the client for the first time, the message "primedocs cannot be used [...]" was displayed incorrectly, although there was no error.
FIXED If the template name of a template is not defined in the main UI language, the placeholder "[Template name not defined]" now appears instead of "[Template name not translated]".
FIXED AddIn: An "Object" could no longer be removed via the properties dialogue in the primedocs ribbon.
FIXED AddIn: Excel: The button "Convert design" no longer leads to an error.

Document Engine

FIXED Fields, JavaScript: The validation of fields used in JavaScript has been improved.
FIXED Fields: An object that is not set is now defined as null.
FIXED If a picture content control was not inserted in Word in a Word layout, primedocs prevented document generation.

Admin Dashboard

FIXED The organisation fields Org.Theme.Color and Org.Theme.Font caused errors when saving any new field in Row 0.
FIXED The SID-Migrator could no longer be accessed
FIXED Smuggler import: If the migration status in the package was different from the one in the database, the import failed.
FIXED The execution of hashing blobs no longer worked.
FIXED In the explanation text of the new Style Usage (Word Style Usage), an explanation text has been improved.
FIXED An old migration step "2018121400003_LibraryItems2Snippets" has been fixed.

Health Monitor

FIXED The Health Monitor for customers with an OnPrem installation but Cloud Authentication now no longer shows an error for 401.

App

FIXED The app now supports single objects.
FIXED The scaling of the signature image has been improved.

NEW Profile pictures and signatures can now be managed in the app.
FIXED The accessibility of DatePicker has been improved.
FIXED DataProviders: YesNo fields could not be deactivated (set to false).

AddressService / DataService

FIXED The mapping in the DataProviders regarding Boolean expressions has been improved.

4.0.20045.0 (2023-08-02)

Client:

FIXED If there was no cache and the server was unreachable, the client crashed.
FIXED The client ran on 64-bit machines in 32-bit mode as well and, thus, crashed when memory usage was too high. Now it runs in 64-bit mode.
FIXED When the user was offline, document generation failed.
FIXED Depending on the Forms configuration, clicking on the Simple View in Forms triggered a crash.
FIXED PowerPoint Add-in: If a presentation contained Forms fields with the OnlyVisibleDuringGeneration attribute enabled and the presentation overwrote the fields, their content was reset to the initial field value instead of leaving the text with the user changed value.
FIXED Excel Add-in: The design conversion feature in Excel caused a crash. This has been fixed for empty sheets.

Outlook:

FIXED Email from IN:ERP caused primedocs not to work properly. This was fixed.

WebApi - CMI Integration:

FIXED The CMI integration now also runs via the ClientId and the ClientSecret.

Service:

FIXED OpenXML snippets could no longer be synchronized.
FIXED For snippets with small size, the last character was truncated.

Connect:

FIXED Due to a dependency the "ConvertToPdf" had to be updated. A license key had to be deposited as well.
FIXED Merging of subtemplates caused errors.
FIXED The SnippetAccessChecker could cause a crash.

Web-App:

FIXED In the app, the entered Forms values were not transferred to the document.
FIXED In the Forms date picker accessibility improvements were made.
FIXED DataProvider:
- On "Enter" in the data provider, the search was initialized instead of the document generation.
- The display shown when hovering over a search result was corrected.
- In the window, entries were truncated and scrolling was not working properly.

DocumentEngine:

FIXED Document generation failed.
NEW FormattedText can now also be used in Word. In addition, FormattedText snippets can now be mapped and be fetched using a Field JavaScript call in the template:

<FieldsConfiguration>
  <Fields>
    <FormattedText Name="Test">
      <Code>
        function main() {
          return $.snippets.getFormattedText("MyFormattedText");
        }
      </Code>
    </FormattedText>
  </Fields>
</FieldsConfiguration>

The Key can be set on the snippet itself. This is an alpha version on the subject of snippets in primedocs templates. The editor that allows the creation of snippets and the subsequent saving as FormattedText is currently still very basic.

FIXED In the new document functions, content controls that did not have the "Allow carriage returns (multiple paragraphs)" option enabled were used. This resulted in line breaks not being displayed in scripts.

Outlook:

NEW There is now a new Outlook addin based on the web app. This also provides access to primedocs AI.
NEW In the primedocs.config you can now configure the Outlook AddIn using outlookAddin.

primedocs AI Preview:

NEW It is now possible to configure predefined queries in the primedocs.config.
FIXED The response generated by primedocs AI was truncated after about 2'000 characters.

Admin Dashboard:

NEW There is a new button "Style Usage" in the templates tab to download an evaluation of the Word style usage in text modules and templates as an Excel file.
FIXED The migration step 20230424141057_RemovePermissions caused errors.

Server:

FIXED When customizing user or organization fields, synchronization did not always work.

4.0.20031.0 (2023-06-27)

Client

FIXED Word Add-In: for Classic templates, the buttons for "Indent text"/"Indent text" no longer worked for text with standard formatting.
NEW The Help button in the top right corner of the client as well as in the Word Add-In now leads to help.primedocs.io.
FIXED In the template editor, deleting the name of the template in the default UI language caused a crash.
FIXED In Forms, the "Encrypt" button for encrypting texts was missing in the toolbar.
FIXED The Global Configurations could no longer be loaded: if they were opened via button, only the loading indicator was displayed.

App

FIXED If a profile was not assigned to an organizational unit, a link to that profile led to an error page.
FIXED When hovering over the preview image, it was not adjusted.
FIXED UI: The DatePicker icon that is displayed when selecting a date in Forms got a different color.
FIXED The checkbox to set the default profile is now only displayed for profiles that are not the default profile.
FIXED In Profile Settings, the button to delete a profile is now disabled once the user has only one profile.
NEW CMI Integration
- CMI can now automate your document workflow via Connect.
  - The login has been improved.
  - The confirmation message from Connect to CMI is passed as an object.
  - The app now displays error messages accordingly if there is a misconfiguration.
  - If creating a document via CMI fails, an appropriate error message is displayed.
  - The button for uploading the document generated via WebApp is called "Upload".
  - Fixed an error that occurred immediately after logging in.
- NEW A first prototype was created for an Outlook integration for Connect templates.

Fields

NEW For formatting shapes based on HTML, FormattedText has been introduced in PowerPoint.
FIXED In Fields, there are no longer Collections and ObjectFields.
FIXED In e-mail templates for Connect, telephone links can now be embedded (<a href="tel:+41311234567"...>).

Forms

NEW Objects in Forms now also work in the app.
NEW The new data interface SqlDataProvider, allows accessing any configurable SQL databases to bring data into a document.
NEW Summary in Forms can be used to define exactly which fields of a data interface are to be displayed in the dialog.
- For a Summary field, you can use the Id define which text should be displayed for an Object.
- In the Summary configuration, the XML structure has been adapted.
- When clicking on the "Details" button, an error occurred.
- Boolean values from an Excel as data source were not recognized if the initial letter was capitalized (“True"/"False"). This is now taken into account and works now as well.
- The resizing behavior of the Forms dialog has been improved.

Dashboard Apps

FIXED There was an error when importing dynamic groups.

Document Engine

FIXED In the Fields and Placeholder Mapping document functions, the element names have been unified: now there are only Picture as well as YesNo and no longer "Image" or "Boolean".
⚠️ This is a breaking change, which is why templates may have to be adjusted after the client update, otherwise they can no longer be opened by users.

Server

NEW When a user opens primedocs for the first time, primedocs now goes through a defined Onboarding process to automatically assign the user to the correct organizational unit.
NEW User synchronization can now also be configured via SQL.
FIXED When renaming a field in the dashboard, this only arrived in the respective client after resetting the cache. This now works again.
FIXED The option to set an outdated configuration for user synchronization has now been removed.
FIXED If the client had been abruptly terminated, an error message was triggered on the server. This has been corrected.
FIXED A migration step caused template permissions to be deleted. This has been corrected in this release.
FIXED During the OneDrive/SharePoint/Teams integration, problems occurred with an IdS server.
FIXED A new package Microsoft.Data.SqlClient was implemented to detect invalid ConnectionStrings.

AddressProvider

FIXED The ShowProviderLayout attribute could no longer be mapped to via default contact mapping.

Installation/Install.ps1

FIXED The path to the JobHost now also supports spaces.

4.0.20020.0 (2023-05-30)

Client

NEW The client backend was significantly improved in terms of color contrasts.
FIXED The DataProvider could not be reached because the URL had been composed incorrectly.
NEW The new DataProvider can now also be used in Forms in the client.
FIXED If no elements were configured, Forms displayed an error.

App

There was an error when trying to generate documents via the addin.
NEW In the primedocs app, access from CMI is now also possible.
FIXED In the "Delete Proile" dialog, the text colors of the description were not correct in dark mode.
FIXED Accessibility: The date selection could no longer be exited via tabulator, despite the disappearance of the dialog.
NEW The new DataProvider can now also be used in Forms of the app.
FIXED Even if there was only one profile, the UI showed a dropdown, just with one entry.

Addins (Word/PowerPoint/Excel)

NEW PowerPoint: The dropdown for selecting the document language is now always available.
FIXED PowerPoint: When clicking on a slide, sometimes an error message "Selecting is locked for the requested shapes" appeared and primedocs crashed.
NEW PowerPoint: Design conversion of non CI/CD compliant presentations has been improved.

Server

FIXED The release of technical information was prevented.

Dashboard Apps

NEW DataSourceAdminApp: In the profile sharing feature, where you can share all profiles with all users, this is now also set automatically for newly created profiles.
FIXED DataSourceAdminApp: When editing a field it was not possible to change the row.
NEW HealthMonitor: A template can now no longer have incorrect permissions.
FIXED HealthMonitor: In an OnPremises installation with IdS the HealthMonitor showed a 401 error.

Docs

NEW The whole documentation is now with a new design on another platform and that is here: https://primesoft-group.atlassian.net/wiki/spaces/PDTEN

Service

FIXED The "Inherit from parent" function no longer worked.
FIXED For organizational units containing scheduled fields, editing profiles attached to these organizational units failed.

Document Engine

NEW It is now possible to create e-mails via Connect. I.e. Connect now also works with the template type "E-Mail".
FIXED In the XML configuration of a SlideLayout, the attribute "DisplayName" has now been added.
NEW ObjectCollections are now supported.

DataProvider/AddressProvider

NEW There is now a new HTTP provider that can be used to integrate address data via an HTTP interface.
NEW New templates can now fetch recipient data using the new DataProvider.
FIXED There was a bug with Oracle databases.
FIXED The AddressService does not work with HTTP.

Installation/Install.ps1

NEW The Sub-AddIns (Word/PowerPoint/Excel) can now also be deactivated individually.
FIXED A space at the end of the ServiceUrl leads to an incorrect synchronization.
FIXED The ServiceUrl did not work by means of adjustment via Programs and Features.
FIXED "Encrypt=false" was added to the example.

Release 4.0.2

4.0.20071.0 (2023-09-29)

Client / AddIn

Admin Dashboard

App

Service

Document Engine

4.0.20063.0 (2023-09-13)

Document Engine

Client

AddIns

App

Service

Admin Dashboard

IdentityServer

Installer

4.0.20053.0 (2023-08-22)

Client

Admin Dashboard

App

4.0.20052.0 (2023-08-17)

Client

Admin Dashboard

4.0.20051.0 (2023-08-11)

Client

Document Engine

Admin Dashboard

Health Monitor

App

AddressService / DataService

4.0.20045.0 (2023-08-02)

4.0.20031.0 (2023-06-27)

Client

App

Fields

Forms

Dashboard Apps

Document Engine

Server

AddressProvider

Installation/Install.ps1

4.0.20020.0 (2023-05-30)

Client

App

Addins (Word/PowerPoint/Excel)

Server

Dashboard Apps

Docs

Service

Document Engine

DataProvider/AddressProvider

Installation/Install.ps1