Application / Use

Archive search of documents

Freeze Searchmask

The Freeze search mask enables a full-text search as well as a search based on table fields according to the Apache Lucene syntax. It is also possible to display results for specific time periods.

image-1710160654346.png

1. Full text search

A free search according to Apache Lucene syntax.

2. Folder type filter

Here you can filter the results by folder type (e.g. invoices). This filter is used in combination with the other search parameters.

3. Date filter

The date filter allows you to narrow down the results by archiving or reference date.

4. Table search mask

At this point, select any table whose structure you would like to use as a search mask. The table number is then part of the search.

Apache Lucene-Syntax

A query is divided into terms and operators. There are two types of terms: Single terms and phrases. A single term is a single word such as “test” or “hello”. A phrase is a group of words surrounded by double quotation marks, such as “hello dolly”.
Multiple terms can be combined with Boolean operators to form a more complex query. The following Boolean operators are supported: AND, OR and NOT. For example, the query “hello AND world” returns documents that contain both the words “hello” and “world”.
The following characters must be escaped in a query: + - && || ! ( ) { } [ ] ^ “ ~ * ? : \ To escape a character, simply place a backslash (\) in front of the character.
Wildcards can be used to search for words that contain a specific character string. The asterisk (*) stands for zero or more characters, while the question mark (?) stands for exactly one character. The query “te?t”, for example, returns documents containing words such as “test”, “text” and “tent”.

Data record-based search

The data record-based search is always executed when you open Freeze via a data record saved in BC (menu item “DEXPRO Freeze” or key combination CTRL+ALT+F). Here is an example of a vendor:

image-1710161648319.png

 

Typical jumping off points:

Archiving of documents

The following can be archived...

Archiving after Posting

When the option Archive after Posting is enabled in the respective area (Purchasing, Sales, General Journal) in the Freeze Setup, the corresponding documents are automatically archived after posting. This includes:

Archiving of Outgoing Documents

When Archive Outgoing is enabled, standard reports (e.g. printed invoices) are archived after posting. The print count is incremented in the process.

Archiving of E-Mails

When Archive Email & Attachments is enabled, email attachments sent via the BC email module are automatically archived. This applies to posted documents as well as quotes and orders.

Archiving of Incoming Documents

When Archive Incoming is enabled, incoming documents linked to a record in Business Central are archived.

Archiving of Linked Attachments

When Archive Attachments is enabled, all attachments within Business Central that are linked to the record are archived.

Manual Archiving (Quick Freeze)

On most document and master data pages, the Quick Freeze action is available as a FactBox. Users can manually archive files via drag-and-drop or the upload dialog. The files are directly assigned to the current record in the archive.

Freeze Queue Entries

All archiving processes are listed and processed here.

image-1729159479368.png

 

Queue Entry Fields

Setting up the Job Queue Entry

Codeunit 70954898 DXP Freeze Queue Processing must be set up as a Job Queue Entry to automatically process the queue entries. Recommended settings:

Quick Freeze

The Quick Freeze FactBox enables manual archiving of files directly from documents and master data pages.

How it works

  1. Open a document or master data page (e.g. Purchase Invoice, Customer Card, Vendor Card).
  2. Use the Quick Freeze FactBox on the right side:
    • Drag and drop files into the designated area, or
    • Click Upload file to select files via the file picker dialog.
  3. A dialog opens where you can specify:
    • Record Type: Type of the archive folder (e.g. Invoice, Credit Memo).
    • Record Title: An optional custom title.
    • Reference Date: Date under which the record is stored (default: work date).
  4. The files are added to the Freeze queue and archived in the background.

Availability

The Quick Freeze FactBox is available on all pages where Freeze Page Extensions are active. This includes:

PDF Viewer

The integrated PDF Viewer allows viewing PDF attachments directly within Business Central without leaving the application.

Features

Supported File Formats

The PDF Viewer displays PDF files directly. For other file formats, a placeholder PDF can be uploaded in the Freeze Setup, which is displayed instead of the file that cannot be rendered.

Recent Entries

The Recent Entries FactBox shows the most recent archiving operations performed for the currently opened record.

Displayed Information

Configuration

The maximum number of displayed entries can be controlled via the Maximum Recent Records field in the Freeze Setup (default: 5).

Navigation

Clicking an entry opens the archive folder directly in the Freeze search result, allowing you to view the associated attachments and fields.

Page Extensions

Freeze extends numerous standard pages in Business Central with archiving functions. The following features are available on each extended page:

Available Actions

Available FactBoxes

Extended Pages

Purchasing

Sales

Master Data

Ledger Entries & Registers