FIX: “Failed to search for documents in SharePoint” error when records have large number of lines

ZTN4352

ID: ZTN4352

This Zetadocs technical note applies to:

• Zetadocs NAV 5.5 and above

Symptom

When opening a NAV record which has a large number of associated lines, an error message “Failed to search for documents in SharePoint” is shown and no related documents appear in the Zetadocs addin. This is more likely to occur in a 32 bit SharePoint system.

Users may also notice the Zetadocs Document Factbox loading and archiving slowly in records with large numbers of lines.

Cause

Zetadocs needs to pass a query to SharePoint in order to fetch all related documents for the open NAV record and any associated records. The search query includes searches for documents archived against line items, which do not usually have documents associated with them. This combined query results in a large SharePoint search when there are a large number of lines associated with the record.

When SharePoint performs the search, it is possible that the memory limit for a 32-bit process is reached, and thus a memory error is returned to Zetadocs, which results in the “Failed to search for documents in SharePoint” error message.

Resolution

This issue has been resolved in the September update rollup (6.1.338) of Zetadocs for NAV, available for download here.

Please note that for NAV 2013, the fix is available in the September update rollup with a file date of 10^th February 2015.

The fix involves a change in configuration that needs to be performed manually. Note that this is applicable to anyone updating from a version of Zetadocs prior to 6.1.338. The steps to exclude the line items are detailed below:

1. Run Table9041213 – Zetadocs Record Mapping Header from the Object Designer.
2. Delete each to following mappings:
   • 4 Purchase Invoice Line -> Posted Purchase Receipt
   • 8 Purchase Header -> Purchase Lines
   • 9 Posted Puchase Invoice -> Posted Purchase Invoice Line
   • 14 Sales Header -> Sales Line
   • 15 Posted Sales Invoice -> Posted Sales Invoice Line
   • 18 Sales Invoice Line -> Posted Sales Shipment
   • 19 Sales Invoice Line -> Blanket Order
   • 20 Sales Credit Memo Line -> Posted Return Receipt
   • 21 Posted Sales Shipment Line -> Sales Order
   • 22 Posted Sales Shipment Line -> Blanket Sales order
   • 23 Posted Sales Invoice Line -> Posted Sales Shipment
   • 24 Posted Sales Invoice Line -> Blanket Order
   • 27 Posted Sales Credit Memo Line -> Blanket Order
   • 28 Posted Sales Credit Memo Line -> Posted Return Receipt
   • 30 Posted Sales Return Receipt Line -> Sales Blanket Order
   • 31 Posted Sales Return Receipt Line -> Sales Return Order
   • 33 Purchase Invoice Line -> Blanket Purchase Order
   • 34 Purchase Line -> Posted Return Shipment
   • 35 Posted Receipt Line -> Purchase Order
   • 36 Posted Receipt Line -> Blanket Purchase Order
   • 37 Posted Purchase Invoice Line -> Blanket Purchase Order
   • 40 Posted Purchase Credit Memo Line -> Blanket PurchaseOrder
   • 42 Posted Return Shipment Line -> Blanket Purchase Order
   • 43 Posted Return Shipment Line -> Purchase Return Order
   • 44 Posted Shipment -> Shipment Line
   • 45 Posted Credit Memo -> Posted Credit Memo Line
   • 46 Posted Return Receipt -> Posted Return Receipt Line
   • 47 Posted Purchase Receipt -> Posted Purchase Receipt Line
   • 48 Posted Purchase Credit Memo -> Posted Purchase Credit Memo Line
   • 49 Posted Return Shipment -> Posted Return Shipment Line

Note: Archived documents against these line items will no longer appear in the Zetadocs addin for the opened record type.

Status

This behaviour was corrected in the update detailed above and in later versions of the software. Note that the steps to remove the record mappings will still need to be performed when updating from older versions of the software or if experiencing this issue and the entries exist in the table.

Last updated: 15^th December 2020 (CR/NT) 

Keywords: SharePoint memory search fail delay factbox slow to load