Equisys Technical Notes

Technical guidance, explanations and fixes for our products

PRB: Zetadocs fails to search for related documents to display in the Documents FactBox

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ZTN4303

ID: ZTN4303

This Zetadocs technical note applies to:

  • Version 6.0 of Zetadocs for Microsoft Dynamics NAV

Symptom

On opening a Zetadocs modified page the Zetadocs Documents FactBox displays the error message “Failed to search for documents. The reason is undefined.”, as shown below.

This issue only occurs when Zetadocs is configured to use the Zetadocs Archive.

Cause

This issue will occur if the “Document Workflow” option is checked in the Zetadocs General Settings page as shown in the screenshot below:

This causes the problem because the document workflow is not available and cannot be used with the Zetadocs Archive.

Resolution

To resolve this problem, disable the “Document Workflow” option in the Zetadocs General Settings page. 

To do this please follow the steps below:

  1. Open the Zetadocs General Settings page.
  2. Change the Archiving option to SharePoint.
  3. Un-check the Document Workflow option.
  4. Change the Archiving option back to Zetadocs Archive.

Status

This has been identified by Equisys as a problem with the software versions given above.

Last updated: 4th December 2013 (JW/MW)

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