Skip to main content
Solved

Document Management Macros

  • January 20, 2023
  • 5 replies
  • 488 views

Forum|alt.badge.img+6
  • Sidekick (Employee)
  • 13 replies

I want to retrieve data from IFS database into a Word document, e.g. work order number and task number to which the document is connected. Document is stored to IFS docman and data should be fetched when document is opened for viewing.

Is it possible to do the procedure with document macros?

Best answer by Mathias Dahl

Search IFS Community for "document macro" or "macro" and you will find several discussions on this. Also check our documentation which have some simple example macros. Once you know how to install and run a macro, the rest is just writing the necessary VBScript code to do whatever you want to.

Also see the recording I posted recently on Workplace.

Good luck!
 

View original
Did this topic help you find an answer to your question?

5 replies

Forum|alt.badge.img+9
  • Hero (Employee)
  • 80 replies
  • January 20, 2023

Sure, that’s the main purpose of document macros.


Forum|alt.badge.img+6
  • Author
  • Sidekick (Employee)
  • 13 replies
  • January 20, 2023

do you have a simple guide how to configure that macro?


Mathias Dahl
Superhero (Employee)
Forum|alt.badge.img+32
  • Superhero (Employee)
  • 2857 replies
  • Answer
  • January 25, 2023

Search IFS Community for "document macro" or "macro" and you will find several discussions on this. Also check our documentation which have some simple example macros. Once you know how to install and run a macro, the rest is just writing the necessary VBScript code to do whatever you want to.

Also see the recording I posted recently on Workplace.

Good luck!
 


ArcBobbyB
Do Gooder (Partner)
Forum|alt.badge.img+3
  • Do Gooder (Partner)
  • 6 replies
  • January 26, 2023

@Mathias Dahl : is Workplace accessible by partners (e.g. Arcwide) ? I am very keen to understand this functionality.  


Mathias Dahl
Superhero (Employee)
Forum|alt.badge.img+32
  • Superhero (Employee)
  • 2857 replies
  • January 26, 2023
ArcBobbyB wrote:

@Mathias Dahl : is Workplace accessible by partners (e.g. Arcwide) ? I am very keen to understand this functionality.  

Sorry, no.

Did you have time to review our documentation yet? It's quite detailed on how the concept works and there are some simple examples to get you started there.


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings