Document Management (DocMan)

This will include questions related to document management.

  • 708 Topics
  • 3,179 Replies

708 Topics

Y
Do Gooder (Partner)
YINKAREDo Gooder (Partner)
asked in Document Management (DocMan)

Getting Error “Invalid file name” when trying to save document using “Copy File To…”

Getting Error “Invalid file name” when trying to save document using “Copy File To…”It is working when using another option “Original File Name” to download the file.Normally this happens when  file name includes invalid characters, but in this it is not the case. Even changing file name to a simple one does no resolve the issue.Any advice on how to resolve this?     

5
Mathias Dahl
Superhero (Employee)
11 months ago
A
Sidekick (Partner)
AbdulSidekick (Partner)
asked in Document Management (DocMan)

Create Document Assistant - Document File Option

Hello everyone,Any idea whether IFS has rolled back Document File (to use new file or existing file) option in IFS cloud. I am unable to find this option while creating document through Create Document Assistant process in IFS cloud.RegardsAbdul Rehman

5
Mathias Dahl
Superhero (Employee)
11 months ago
E
Sidekick (Customer)
ERPDMORENASidekick (Customer)
asked in Document Management (DocMan)

Download document unavailable with service user

Dear IFS Community,To set up an interface we need to download the documents associated with a business object.No problem to do this with an End User , however, when we try to download a document with a Service User (user type = Service User) it does not work.Here is the message displayed :{"error":{"code":"ODATA_PROVIDER_ERROR","message":"An internal server error occurred. Contact administrator.","details":[{"code":"PROJECTION_IMPL_EXCEPTION","message":"Error when reading the file: You do not have view access to download this document."}]}}'The service user has all the accesses, like the end user with whom everything was ok.Did somebody have you ever seen this problem?

5
Mathias Dahl
Superhero (Employee)
11 months ago
L
Do Gooder (Partner)
laurapatzka04Do Gooder (Partner)
asked in Document Management (DocMan)

Create New Document - Auto Approve and Release

Is there a setting to default new document attachments to “Approved” and “Released” status when registered? To change the document status so that it can not be edited without performing a formal revision cycle.

2
Mathias Dahl
Superhero (Employee)
11 months ago
baris.halici
Hero (Customer)
baris.haliciHero (Customer)
asked in Document Management (DocMan)

DocMan - Document Access Issues

Hello Community, I aim for users to use DocMan actively. But there are some questions and problems that I can't find the answer to. I will try to explain them to you step by step and with screenshots. If it is not clear, please write to me. I have a document as you can see in ss-01. There is a pdf file reference to it. And it's connected to a parts catalog object. In ss-02, the document class default values. For PDM-001 document class;1- All users can view this document. Let it download the linked file.2- You cannot make any changes other than viewing and downloading.3- Nobody can do the object connect detach process if it is not authorized. (Lock/Unlock) End user;It can only add it to the document class for which it is authorized and change its own document. Another question I have is:A document class can only bind to allowed objects. E.g; The PDM-001 document class can only be connect to the part catalog object. (I think it should be the default without adding db trigger) I would be

4
baris.halici
Hero (Customer)
3 months ago
Chamuditha Gunarathna
Do Gooder (Employee)
Chamuditha GunarathnaDo Gooder (Employee)
asked in Document Management (DocMan)

Printing USERID and time stamp when downloading a document

When a user is downloading a document maintained in the system in Document management, a few pieces of information should be printed/ attached to the document for example,           USER ID of the user who downloaded the document.           Timestamp: Document downloaded time.Is there any way to get this request fulfilled? This is achievable via document macros, but the problem is, the customer does not like to use a document template. Any thoughts on this? 

2
Mathias Dahl
Superhero (Employee)
11 months ago
R
Sidekick (Partner)
Ryo AsadaSidekick (Partner)
asked in Document Management (DocMan)

document revision released without a object reference

When I press "Release" from the right-click menu "Status" on the document revision screen, the following message appears and I cannot release the document(IFS10). "Need object reference for document revision ([document class]-[document number]-[sheet]-[revision]). Check document title."Is it possible to make a document revision released without a object reference? 

3
R
Sidekick (Partner)
11 months ago
T
Do Gooder (Employee)
Tharani AriyawansaDo Gooder (Employee)
asked in Document Management (DocMan)

Attaching a PDF report to another object

Hi Team, I'm hoping to connect customer invoice PDF document back to customer order. Following is the report rule :   and following are the actions: When I invoiced customer order, it does not create any record at 'Report rule log' page and same time there is no error in Print manager as well.Could anyone here suggest, what are the changes should be made to actions?Cloud version 22R2

7
Mathias Dahl
Superhero (Employee)
11 months ago
G
Do Gooder (Customer)
gcraig22Do Gooder (Customer)
asked in Document Management (DocMan)

Automatic WIP Report Email

With WIP report being a moment in time report, can I schedule the report to run at a certain time and then have it email that report or put it in the report archive to print later?

2
G
Do Gooder (Customer)
11 months ago
ADNAN
Sidekick
ADNANSidekick
asked in Document Management (DocMan)

WHEN I SAY VIEW DOCUMENT, IFS PROGRAM CLOSES

 Hello, I am using IFS version 8. On some computers, when "view" is tried in the document management system, it throws it from IFS. Is anyone experiencing this problem. IFS closes on my computer with the same user, but not on my friend's computer.

2
ADNAN
Sidekick
11 months ago
Osthewha
Sidekick (Customer)
OsthewhaSidekick (Customer)
asked in Document Management (DocMan)

Bookmarklets.. but how can we make these ourselves ?

Attending a webinar regarding Document Managament where Bookmarklets were presented …How can I make them myself ? 

2
H
Do Gooder
11 months ago
S
Do Gooder (Customer)
SteveCDo Gooder (Customer)
asked in Document Management (DocMan)

Work Center Document Attachments in Apps10

Is it possible to attach documents to a Work Center in Apps10?

3
Mathias Dahl
Superhero (Employee)
1 year ago
F
Superhero (Customer)
FNSMITHUNSuperhero (Customer)
asked in Document Management (DocMan)

Online Document Signature

Hi Community,One of our customer has a requirement for document sign where they need to get the quotes signed by the customer online.I am aware that in document management we have the functionality to get the approver signature on the document but here the customer doesn’t have access to IFS.So, we are thinking of integrating with document sign software like DocuSign, Adobe etc.Could anyone share their experience with this regard and suggest which document sign application will be best suited to integrate with IFS.Looking forward for the suggestions & feedbackRegards,Mithun K V

6
Mathias Dahl
Superhero (Employee)
29 days ago
J
Sidekick (Employee)
jamiSidekick (Employee)
asked in Document Management (DocMan)

Document Object Connection - Equipment

Previously, the object connections in the document revision page showed both the object ID in the key field and the object description. Can both of these information be displayed here? 

5
Amila Samarasinghe
Superhero (Partner)
1 year ago
LindaK
Sidekick (Employee)
LindaKSidekick (Employee)
asked in Document Management (DocMan)

Delete document file button in document revision

Can this button be moved? (Or get a different color. Red for example) See picture belowWe have now experienced several people who have had the file deleted even though they have been asked if they want to delete the file.BrLinda  

2
T
Do Gooder
1 year ago
K
Sidekick (Employee)
kibsdkSidekick (Employee)
asked in Document Management (DocMan)

Merging Object Technical Characteristics into Documents

Anybody who ever managed to pick up Technical Characteristics and merge them into a document using macros?If so - can you share how to set up the object connection to manage this? 

6
Mathias Dahl
Superhero (Employee)
1 year ago
Roshan Madusanka
Sidekick (Employee)
Roshan MadusankaSidekick (Employee)
asked in Document Management (DocMan)

No drag and drop option in ‘New Document Revision’

Hi All,When we creating a new revision of an existing document, if we uncheck the "Keep file" option, there is no drag and drop option enabled in ‘New Document Revision’.Why this functionality is not added to the ‘New Document Revision’ ? If anyone needs to add a document it should be done through Document Revision window. This causes a time loss. Best Regards,Roshan 

3
Mathias Dahl
Superhero (Employee)
1 year ago
K
Sidekick (Employee)
kibsdkSidekick (Employee)
asked in Document Management (DocMan)

IFS Cloud Macros in IFS Document Management

I am trying to enable macros for MS Word from Demo Showroom environment 22R2. I have copied my macros from an environment also 22R2 that works - but in my demoshowroom environment - the IFS Fields are not appearing in MS WordI noticed that I got a message that Macros has been blocked. But after having enabled all macros in the MS Word Trust Center - the IFS fields are still not vissible for insert in the document.Any tips must appreciated :-)  This is for a very important demo and this is a key scenario for the customer/kim

8
Mathias Dahl
Superhero (Employee)
1 year ago
L
Do Gooder (Partner)
L.Krupa
asked in Document Management (DocMan)

Preview a pdf document in a new browser window

Hi I wanted to ask if it is possible to preview a pdf document in a new browser window or a new tab (sheet). Currently, the preview runs within the same window/sheet.(IFS Cloud)

3
Mathias Dahl
Superhero (Employee)
1 year ago
LindaK
Sidekick (Employee)
LindaKSidekick (Employee)
asked in Document Management (DocMan)

The responsible person on the document changes when we create a new revision

  HiThe responsible person on the document changes when we create a new revision. The customer says that in app 8 the responsible person does not change. Is it a bug that it changes now?I don't know much about this so I have to ask here 😊  BrLinda

4
LindaK
Sidekick (Employee)
1 year ago
J
Do Gooder (Customer)
jalanhartDo Gooder (Customer)
asked in Document Management (DocMan)

save email for print dialog box

Hello,  Is it possible for me to save my email somewhere so that it comes up automatically in a report output dialog box each time without me entering it? we have out email field and directory ID as email.  This is APPS10  

2
Mathias Dahl
Superhero (Employee)
1 year ago
S
Sidekick (Customer)
smelansonSidekick (Customer)
asked in Document Management (DocMan)

doc's attached to Mixed Payments or Cash Boxes cannot be seen in the General Ledger Vouchers

When a user attaches a document to a manual supplier invoice the document is available to view from the GL Voucher Rows or GL Voucher Row Analysis screens.  I believe this is related to the fact that  on the document revision screen, Object tab the Gen Led Voucher Row and Ledger Items are included.  Where is this configured so I can get the documents that are attached to mixed payments and/or cash boxes copied to these GL objects like the AP Invoice documents?   

1
Amila Samarasinghe
Superhero (Partner)
1 year ago
A
Sidekick (Partner)
ArcPierreLSidekick (Partner)
asked in Document Management (DocMan)

Document management - External cloud storage

Hello, We have some issue with our customer regarding Document management deployment.Internal database has restricted storage capacity, which is not viable in the long run. FSS solution has a cost per utilization, which is not a possible solution regarding its costFirst, the customer project is the following :1st go-live with an On-premise installation of IFS Cloud Switch from On-premise to IFS Cloud as a service installation Roll-out 6 months later on a IFS as a service installationIn the long run, document storage solution must be compatible with a Cloud installation. Standard solutions offered by IFS in terms of Document storage does seems not to allow to have client-managed databases in a Cloud installation : e.g. an Azure Storage database owned and managed by the customer, which would be connected to the FSS storage solution. My questions are the following :Can an Azure Storage database owned and managed by the customer be used in a FSS storage solution ? If yes, how is the setup

1
Mathias Dahl
Superhero (Employee)
1 year ago
H
Do Gooder
HKumarDo Gooder
asked in Document Management (DocMan)

Functional Specification

HiCan anyone tell me how to write Functional Specification for IFSAPP10 with example 

3
Link
Superhero (Customer)
1 year ago
R
Sidekick (Partner)
Ryo AsadaSidekick (Partner)
asked in Document Management (DocMan)

How to disable physical deletion of files in document revisions

Please let me know if the following actions can be taken for the field [Responsible person] (user with administrator access permission) in the document revision.1. Disable the deletion of the document revision.2. Disable the deletion of files. As a precondition, we are aware of the following.A.The [Responsible person] of a document revision cannot disable (uncheck) the [Administrator Access]/[Editor Access] permission.B. Even if [Status] of a document revision is set to [Release], it cannot be handled by [Status] because it can be deleted by setting the status to [Disabled].

1
Mathias Dahl
Superhero (Employee)
1 year ago

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