edoc D365 FO plugin ecm Administration Guide
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Examples of URL template and "SearchString" for a d.3one system

If you have selected a d.3one repository (d.velop documents) as the system, you must specify a connection string and the search string (SearchString).

In this article, we explain how a search string and the connection string are made up.

Connection string for d.3one/d.velop documents

This URL is used to display a category (document or file) directly:

https://{Server}/dms/r/{RepositoryId}/s/?objectdefinitionids=["{DocumentType}"]&properties={{SearchString}}&showresultlist=true

To establish the connection to a d.3one repository (on-premises), you must specify the URL to the ECM system in the URL parameters:

  • Parameter {Server}: Enter the base address of the server with the d.velop application.

  • Parameter {RepositoryId}: Enter the repository ID of d.3one.

  • Parameter {DocumentType}: Enter the category (document type) that you want to search.

Please check the composition of the URL in the corresponding d.velop documentation.

Parameters and variables for "SearchString" in the connection string (example)

Suppose you want to search for all documents from a specific vendor of a defined company.

You need the following elements to define the parameters for SearchString:

  • ECM field for the index number for the company, e.g. with the number 26.

  • Name of the company in Dynamics 365 for Finance and Operations: e.g. DEMF.

  • ECM field for the index number for the vendor number, e.g. with the number 31.

  • Property (attribute) of the vendor number in Dynamics 365 for Finance and Operations: e.g. 7500201.

Enter these variables and values in the SearchString field as follows. Be sure to enter the appropriate characters, such as curly brackets, quotation marks, commas, colons and square brackets, in the position shown: {"26":["DEMF"],"31":["7500201"]}