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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

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.

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