Document Management (DocMan)

UTALOETSANDo Gooder (Customer)

Report Rule to connect Shop Order Pick List to Shop Order

We are trying to create a Report Rule for Shop Order Pick Lists, Report ID SHOP_ORD_CONSOL_PICK_LIST_REP which should connect created document revision to the shop order. On the action “Check in to Document Management”, unfortunately there is no LU ShopOrder available from the list of ConnectedLU.Is there a way to solve this, i..e. to extend the list of connected LU’s ?

13111

10 months ago

Krishan WanniarachchieDo Gooder (Employee)

asked in Document Management (DocMan)

When copying one routing revision to another the attached documents are not copied

Go to the Engineering >Routing > press the command button Copy Routing Revision function in Aurena / IEE and that have attachments in the routings operations attachments are not copied to the newly created Routing operation.Based on the initial technical investigation , it was observed that when we click the Copy Routing revision button, the application calls to routing_operation_list_API.copy_routings . This function has a parameter called, copy_attach_documents . If this parameter received "1" as the value ,the document should copy. Accordingly, from the application level the specific values passes but from the database level this is not happening.

1215

10 months ago

PROAHARSidekick (Customer)

asked in Document Management (DocMan)

IFSCloud Document Default Values

We use the document default SET_APPROVED_SEC_CHKPT, which in Apps9 requires the user to enter a password to finally approve a document revision. We have the same setting in IFSCloud but it does not seem to activate. It is still documented as a feature in the documentation here IFS Cloud Documentation.Does anyone else use it in IFSCloud and is there any reason it doesn’t activate?

874

10 months ago

Marcel.AusanSuperhero (Partner)

asked in Document Management (DocMan)

New Doc revision - not copy the file from old rev

@Mathias Dahl Do you know if there’s any control via Document Default Values to have the File option unchecked by default when we create a new Document revision?The reason for this is that we implemented a CRIM to notify users when a certain document is about to expire. They would need to then create a new document revision and check-in the new PDF. So, we never will need to copy the old file in the new document revision. I see that this FileInfo parameter comes back as True in the API, but I couldn’t find any Document Default Value to control this.

1488

10 months ago

jon.beimbornDo Gooder (Partner)

asked in Document Management (DocMan)

Is it possible to not have Document Title default to the file name

I am working with a customer that prefer to force the user the enter the Document Title when attaching a document to an IFS object, rather than have it default to the original file name. They are looking to define a file naming convention on their documents and can’t always ensure the original file will follow it. They primarily will be using “New” command in Document Attachments, then either dragging and dropping or navigating to the desired file. Ideal state would be after selecting the desired document, the Title would remain blank, and user would have to type a Title. I have looked around and don’t see any way to achieve this.The best approach I can suggest is when creating a new Document, in the dialogue box enter the Document Title first, then drag/drop or browse to the desired file. Write work instruction and train users to do it this way. The manually entered title will be retained if user follows this process.

1324

10 months ago

rifasrajaSidekick (Customer)

asked in Document Management (DocMan)

Boomi set properties to connect IFS Projections

Dear IFS Team,If anyone has documentation or a link explaining how to utilize the set properties listed below in Boomi for connecting to the IFS projections, please share it.

391

10 months ago

darshanaSidekick (Employee)

posted in Document Management (DocMan)

ifsapp10 docman

o Use of external Document Store locations vs in database storage and advantages o How to upload documents into IFS (e.g. through automated integration) is this possible ?o How to provide external access to documents (e.g. to other applications) can it be possible?

1134

10 months ago

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

3644

10 months ago

AnnaSidekick (Customer)

asked in Document Management (DocMan)

Attachments Pane on Supplier Payment Tab

So my company is on apps 10 upd 18 and we are migrating to Cloud here very soon. I have an open ticket right now about an issue that we discovered in Aurena apps 10. We have enabled attachments on the Payment tab of the supplier. We attach various payment information about the vendor here for reference. This said, what we discovered is that once we moved our accounting department over to Aurena, that the attachments weren’t showing up. The reason for this, we’ve discovered is that the attachments pane is only showing “header” level attachments and is no longer contextual to what you’re clicked on. In my ticket, I was told that this is a “limitation of the Aurena interface” and that a work around was to go to “document object connection” to view attached documents. I was also told that this community post was “already opened” but this is a different issue. We have been using attachments on the supplier payment tab for 4 years. Is this a known issue? If so, is there another community pos

20810

10 months ago

iranjali sDo Gooder (Employee)

asked in Document Management (DocMan)

Unable to limit access to the new approval step and copy the approval template functions in the attachment panel.

Hi,I have received a case from a customer. They have applied the IFS Cloud 22R2 LTU permission set (EMP_AND_MGR_SELF_SERVICE_LTU_22R2.xml), and they are using the Approval Process functionality in Document Management.They have enabled Approval Routing for Logical Unit “PersonnelRequisition” in the Object Connections screen so that they can see the Approval Process option in Human Capital Management/HCM Services/ Recruitment/Recruitment Requisition Details – Admin screen/Attachment Panel Image 01They want only HCM personnel to be able to add "New Approval Step" or use "Copy Approval Template". Normal users shouldn’t be able to use these buttons.However, they are not able to remove these buttons using Configuration Context (As the approval steps are coming in Attachment Panel) and since normal users are having access, there is a risk of users modifying the approval steps.Is there any method to enable access only for a limited user group for these two buttons "New Approval Step" & "Co

1783

10 months ago

LinkSuperhero (Customer)

asked in Document Management (DocMan)

EDM Basis error message

Dear community,I get an error message while creating a new document. Which API or Activities are affacted?

758

10 months ago

FleStefScDo Gooder (Partner)

asked in Document Management (DocMan)

Arena Agent not working

When I try to upload a file with activated Arena Agent in Chrome, I am getting the following error: When I disable the plugin and do the upload without Aurena Agent, it works fine. I observed this issue in IFS Cloud 23.2.1. In older versions it worked fine as far as I can remember.I can reproduce the issue also on other PCs. Is this a known issue or can I fix it by myself?Best RegardsStefan

1265

10 months ago

PRODQSuperhero (Customer)

posted in Document Management (DocMan)

Doc Approval Terminology

I’m curious … Can anyone shed any light why Document Approvals ‘requiring attention/needing sign-off’ come under the heading “Unattended”, please? Feels like an odd word to use. Thanks!

443

10 months ago

ronhuHero (Customer)

asked in Document Management (DocMan)

ifs document name

Community,When checked in the new document, IFS will name the document like “B100-R000026GEN-1-A1-1.TXT”. it is composed of document class+ document no+ Revision+ ….my question is, is possible to have it appended with document title? Thank you.

61312

10 months ago

LindaKSidekick (Employee)

asked in Document Management (DocMan)

Two New Document Classes in Customer Environments (!)

Hi I have noticed that another two new document classes have been introduced in Document Basic. I am receiving inquiries from customers who are curious about what these are and why this change is happening. Could someone please provide some information on the new document classes and the reasons behind their introduction?FML DOC Attachments related to faults MM DOC Attachments related to faultsI found a solved question regarding document class DISCO DOC. Maybe these are related to it.?BrLinda

1074

10 months ago

Buddhika KureraSuperhero (Employee)

asked in Document Management (DocMan)

Change the default Document Attach pop-up

The default action opens the following New Document window when a document needs to attached(ex: Shop Order page).However if more information needs to be added at the time of attaching the document, the Create Document Assistant can be used.It is possible to set the default action to open the Create Document Assistant instead of the New Document pop-up.Set the values accordingly in Document Management > Basic Data > Document Default ValuesDefault action to open Create DocumentDB Column = ATTACH_CREATE_NEW_FORMDocument Default Values = Create New DocumentDefault action to open Create Document AssistantDB Column = ATTACH_CREATE_NEW_FORMDocument Default Values = Create Document Assistant

1123

10 months ago

Susanne ErikssonDo Gooder (Employee)

asked in Document Management (DocMan)

Navigate from a lobby to Document Folder Navigator and get it populated in expand mode

Does anyone know how to navigate from e.g. a lobby to Document Folder Navigator and get it populated in expand mode in the same way as when it’s opened from the navigator.? The navigation from the lobby populate it, but without the expand button.In the navigator it has Entry Type TREE. I've tried with parameters in the URL but hasn't managed.

731

10 months ago

hrdilshanHero (Employee)

asked in Document Management (DocMan)

Web ChromeClient unable to access file chooser - 23R1SU09

Web ChromeClient unable to access file chooser - 23R1 SU09 Clear Browser CacheRe Started the ChromeEnable the 3rd Party CookiesCleared the User Profile Nothing Helps 😥

474

10 months ago

Hiroshi PereraSidekick (Employee)

asked in Document Management (DocMan)

Application Message Errors, Documents are not moved from DB to FTP

Hi all, There is a customer who is having Application Message Errors when trying to move documents from DB to FTP.Customer has recently installed UPD20 patch on 20/01/2024. The automated process to move documents from database to FTP is not working. They have got over five thousand errored application messages with this eror: Target exception in method call : EJB Exception: Caused by: ifs.fnd.base.SystemException: Target exception in method call : EJB Exception: Caused by: java.lang.reflect.InvocationTargetException: null Caused by: javax.ejb.EJBTransactionRolledbackException: EJB Exception: Caused by: java.lang.NullPointerException: null Product Version: UPD20This is how their process have worked so far. They have had a procedure custom package called Z_Bel_Tech_API.Move_Docs_To_Ftp. This procedure is calling IFS's standard procedure Edm_File_API.Batch_Process and that's when the error appears. The procedure Move_Docs_To_Ftp is set to run as scheduled task every day at 17:00. Sch

1051

10 months ago

SasonoSidekick (Employee)

asked in Document Management (DocMan)

Document Management - Object Transformation connection -document on the WTT/Work List doesn’t end up on the Work Task

Hi,I have added documents on the Work List tab on Work Task Template and then created a work Order and added Work Task Template to the Work Order, then all Work List Lines will be copied from Work Task Template to the Work Order Work Task tab, but connected documents are not copied.So, I tried to use the Object Transformation connection, but I couldn’t get it working.Do you know how to set up a Transformation method for this requirement?(Please see the attached pictures) Target LU : Work Task : JtTaskSource LU : Work List : TaskTemplateRole

1454

10 months ago

UpuklkDo Gooder (Employee)

asked in Document Management (DocMan)

How to find the path/link to the storage location of the images uploaded into Incidents - APP10

In an incident, there will be attachments added.Imagine there are images attached as the attachments of an incident.Is there a way we can get the link to the location where the images are being stored? /Upulka

724

10 months ago

fengSidekick (Employee)

asked in Document Management (DocMan)

Document File Repositories, Unable to setup connection with Repository

Hi all,I tried to create an FTP repository for saving attachment files following the steps below:Step 1: Create a Repository Address using the FTP server.Step 2: Create a Repository using the Repository Address created in Step 1.When I clicked "Test Repository," I encountered the error "unable to set connection information." Did I miss anything? I can access the FTP server from the Management server or Middle server, but I am unable to set up a connection with the Repository. Do you have any ideas? Thanks!Best regards,Feng

1988

10 months ago

KaneDKSidekick (Customer)

asked in Document Management (DocMan)

Confidential Document class

Hello, Is there an option to “lock” document classes, so people need a password to open and view specific documents? As example, sick-leave documents in My Absense Calendar or medical expeses in Expense Sheets?Besides the “Restriction” which have in place on some documents, but if you are in that group, you can see all the documents, we need to limit that further. So person A can see document 1, 2, 3 and 4. But Person B can only see 3, 4 and 5 Thanks,Michael

721

10 months ago

MaheeshaKSidekick (Employee)

asked in Document Management (DocMan)

Images are appearing as Thumbnails not as full size photos in work task.

While attaching media through MWO app to a work task, the photos are appearing as thumbnail, not full-size photo in IFS APPS10 IEE. Is there any settings to set up in media manager?

704

10 months ago

kjroSidekick (Partner)

asked in Document Management (DocMan)

IFS File Storage and Azure smb file share issue

Someone tested using azure smb fileshare on the IFS remote solution for files file storage of media item or documents in document management? We get a strange fault when configuring it and testing with media items. Is it a bug ?The file is created on the file share but it fails on setting some extended attribute on the file? Is that really necessary or is it an bug? Caused by: java.nio.file.FileSystemException: /fss-storage/mediaitem/1000: Error writing extended attribute 'filename': Invalid argument Entire java stack on the error we get.2024-01-04 12:47:55.613 ERROR b057f6ec-39ac-4e1a-b24f-0b0840f59abd com.ifsworld.storage.service.FileStorageService.upload() : Failed to upload the file to storage location: com.ifsworld.storage.service.exceptions.FileOperationException: Failed to upload the file to storage location at com.ifsworld.storage.service.providers.ContainerPathStorageProvider.uploadFileToStorage(ContainerPathStorageProvider.java:90) at com.ifsworld.storage.servic

25012

10 months ago

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Document Management (DocMan)

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