Skip to main content
Question

Automatic Document Attachment to New IFS Record

  • October 22, 2021
  • 2 replies
  • 192 views

Forum|alt.badge.img+7

We are running IFS 10.  Is there a way to automatically attach an MSWord document when a Business Lead is Created?

This topic has been closed for replies.

2 replies

Manoj Ruwanhewa
Superhero (Partner)
Forum|alt.badge.img+15
  • Superhero (Partner)
  • October 23, 2021

Hi @BillatREM ,

 

As per below discussion, auto check-in can be done for word  documents by enabling macros.

Please refer the below post 

 

 

Hope this helps your to get an idea about the technological concept.

 

I hope @Mathias Dahl  from IFS R&D can elaborate more inputs for your requirement.

Regards

Manoj


Mathias Dahl
Superhero (Employee)
Forum|alt.badge.img+32
  • Superhero (Employee)
  • October 25, 2021

@BillatREM 

Can you elaborate more on what you want to achieve? Where would the Word document come from? Would it be acceptable with a template document that is copied from some other object in IFS to your new business lead, or do you want something similar to what @Maja Giljevic links to above?