Question

Automatic Document Attachment to New IFS Record

  • 22 October 2021
  • 2 replies
  • 146 views
B
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We are running IFS 10.  Is there a way to automatically attach an MSWord document when a Business Lead is Created?

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2 replies

Manoj Ruwanhewa
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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

~Mano
Mathias Dahl
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@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?

 

/Mathias
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