Knowledge Base - Cloud Connect

Cloud Connect BC for Document Automation Release Notes 24.10.9.1 - BETA

Release Date: October 14, 2024

ID

Release Type

Release Title

Release Description

79416

Feature

Created a new BC Extension

The extension, Experlogix Documents for D365 Business Central, is now available on the extension management page once installed.

79418

Feature

Created a settings area in BC to manage document automation settings

Users can enter their Project URL and API key under the Document Automation header on the Experlogix Settings page in BC.

79421

Feature

Added document automation security roles

XPL_SFADMIN, XPL_DESIGNER, and XPL_USER roles can now be assigned to BC users.

79549

Feature

Added Experlogix Documents button to detail records

Sales order, Sales quote, Invoice, and Project details records now feature an Experlogix Documents button that can be used to launch the flow execution panel.

79550

Feature

Added Experlogix Documents button to list pages

Sales order, Sales quote, Invoice and Project list pages now feature an Experlogix Documents button that can be used to launch the flow execution panel for the selected record.

81791

Feature

Added Experlogix Documents Buttons form

Using the Experlogix Documents Buttons form, users can now specify where Experlogix Documents buttons should be visible and set up any custom code that should run when a user interacts with the buttons.