DMS Content Types

Content Types are configured in the Content Types section on the DMS Document Library Card. These can be used as a filter to upload a document for the same record with different metadata settings, or to show different filtered document lists from SharePoint for the same document library.

To display a content type in the Document Box, the following criteria must be met:

  • The Visible in Document Box checkbox must be selected on the content type.
  • The content type must have a released table setup for the corresponding table number of the current record, where the Document Box is displayed.
  • The (current) record must match the filter criteria of the record filter (Microsoft Dynamics 365 Business Central table filter).
  • The user needs at least reading rights for the document library to retrieve the document list for the Document Box.

To configure a DMS content type page

  1. On the Content Types FastTab of the DMS Document Library Card, choose the Edit Type action to open the DMS Content Type page.
  2. On the DMS Content Type page, fill in the fields as necessary. Hover over a field to read a short description.

Specific fields on the Settings FastTab

The Versioning area on the Settings FastTab describes the behavior for uploading and modifying documents.

The options for Duplicate Handling are:

  • Setup – If selected, the value in the Duplicate Handling field on the DMS Setup page is used.
  • New Version – Creates a new version for the uploaded document. If Versioning is disabled in the document library, the existing document will be overwritten.
  • Timestamp – Appends a timestamp at the end of the new file’s name and before the extension: <Year>-<Month>-<Day> - <Hour>-<Minute>-<Second>, for example Bicycle 2019-04-03 11-23-54.bmp.
Note

File names must be unique for each target folder!

The following figure illustrates a possible folder structure.

Sample folder structure

The options for Version CheckIn Type are:

  • Minor Version – New minor version (for example, 1.1, 1.2, 1.3, ...), set as the default value.
  • Major Version – New major version (for example, 1.0, 2.0, 3.0, ...).
  • Overwrite Version – Overwrites without generating a new version (for major version configured). The file will be checked out if the SharePoint has a major version configured). The file will be checked out if the SharePoint document library has a minor version configured.

For more information about the fields on the Table Setup FastTab, see Table Setup.

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