Document Management (DocMan)

Hello all,My client has a customer portal where their clients can view various documents (e.g., purchase orders). Would it be possible for them to click on a link to access these documents directly in IFS, without needing to log in? To clarify, is there a way to provide "public" visibility to certain documents—accessible via a link—without requiring the user to have an IFS account?Or Would it be possible to easily provide access to the IFS Document Management System (DMS) from external applications?Thanks for your answer ! Wishing you a great day !

Hi, Is it possible to add more information to these documentcards? For example, status of the document. document class, alternate document number and so on. /Linda

When adding documents to the Audit page from a secured/shared folder on the network with Aurena Agent installed we are receiving an error that it is an illegal path.   When uninstalling the Aurena Agent we are able to use the secured network path.   Unfortunately, we need to have the Aurena Agent installled to use other functions during the Audit process.   Is a secured folder a limitation for Aurena Agent?

Hello all,My customers use a lot of sharepoint for photos of items, invoices, etc... They would like to be able to add a URL link to these various objects.Is it possible to insert a URL link on an object (without having to create a URL file)? Wishing you a great day

Hello,maybe someone knows which projection in permission sets is responsible for the possibility to see what documents are connected to the business object?We need to create a user role which will be able only to view information in the system and cannot change anything. When making DOCMAN projections as read-only, then system doesn’t provide what documents are attached to the certain business object.I see the number of attached documents, but not the information of those attachments.Please help to understand what setup should be to see attachments.:)Thanks beforehand

Hi All,Do we have a method to add documents from any screen to a document locator structure in IFS?Although, apart from document structure navigator, do we have overview screen similar to document locator? Thanks & Best Regards,Nipun

Hello all, How is the media directory/repertory managed in IFS? Specifically, how should media storage be handled, given that I haven't seen a document class assigned to the media category or a specific directory for it? Wishing you a great day

PDF Documents uploaded in Aurena are not visible in B2B screen for suppiler( suppiler is defined in the B2B supplier screen).Is there any thing need to be done from permission set? Aurena Screen: B2B screen: 

Is it possible to link a document to two objects via the report rules when creating it (e.g. a delivery note to both the delivery note object and the associated sales order? Currently I only see the option of having to create the report again each time. But then I have two documents, each of which is linked to an object. Thank you for your help. 

Hello,maybe someone could help us to find out the reason of one strange problem.In IFS9 form “Document Revision” the fields “Created By” and “Modified By” are filled automatically and cannot be modified manually. They always fill in with the ID of the User, who created or modified Document Revision record.  But when the Search is executed for those fields, system returns the value of the Person ID, but not the User ID:I am selecting User ID: IFSAPP:System returns Person ID: KONVERSIJA:and the search doesn’t find a

Hello,I am trying to delete an attachment from a document revision via workflow, but I am getting this error:  Unfortunately the general error message is not really helpful. When I run the same in postman everything works fine. Basically it is the same REST-Call the Aurena Client uses when an attachemnt is deleted from the document revision. Any ideas why id does not work via workflow?

Hi All, While a technician is trying to upload a document through the app he is not able to do the same and getting this error. Need your guidance regarding this. Regards,Mani

Hi all,This is to see if anyone else encounters this scenario and if they have a solution for IFS Cloud.We currently have technical drawings that are sent to us as PDFs and we store them within IFS Doc Man.When the file is being viewed, we would ideally like IFS to watermark these files with the document attributes (e.g. doc number, sheet number, revision number etc.)  Any ideas?Thanks,Zac

I am curious if IFS has any demos or documentation that could be sent to me that covers the basic purpose and function of the Document Management module in Cloud. If not, does IFS record their webinars? If so, can they be sent out to customers? Specifically I'd like to be able to view the IFS Apps 10 - IFS Document Management Overview & Demo from July 9, 2020, as I'm sure it would still be largely applicable for Cloud.

We are having issued with Microsoft New Outlook - when there is more than one attachment in an email and the user want to save them, the new Outlook automatically Zips the file when they save attachments.  When a user then adds one of these attachments e.g. in PDF format to IFS, it cannot be viewed.     Is anyone else having this type of issue?

Hi All,I could not add document in Employee File Rows. Why is reason?

HiI am having a problem give permission of “Work Assignment Information” tree view to general users. This tree view is under the window My Task ( under Service and Maintenance module, attached ) in IFSAPP10. I have already checked both presentation objects and Database objects in the permission set window but unable to find anything related with the text of tree view menu, so, unable to give permission from permission window. The users I am trying to give permission can access My Work window.  Thank you

Can an attached document to an entity somehow be attached through the system automatically to other related entities?  For example, a document attached to a Purchase Requisition, can we make the documents flow to the PO so PO Authorizer can easily see the document when approving?

We have a client using the B2B Supplier Portal (for Cloud) and we are utilizing Document Structures for all of the drawings needed to manufacture all the subcomponents of a Purchase part. The Parent Document is connected to the Purchase Part.  It will be visible on the B2B Portal.  Is there a way to have the documents in the consists of Tab of the Document Revision automatically be shown in the Attachments.  I have tried Object Transformations using the source LU (DocStructure) and the Destination LU (DocIssue), but the transformation does not work. Thanks,Gregg 

Normally, a document can't be Checked In after the status has been changed to Released. Therefore, the requirement is that, the status should not be able to be set to Released without a document being Checked In”. Can this be done from application? I know this can be done through a custom event. But I want to know whether this can be setup through document basic data or may be through document default values screen? Please advise.  

Is there a way to track a user acknowledging review of a new document revision?  We store our procedures in Doc Management.  When we revise a procedure, we need a method to track that users have been given the new procedure and have read it.We are in Apps 10 UPD9.

Hi, When a new record is created on the Document Revision screen, I want IFSAPP to automatically be the responsible person of the uploaded document for a certain document class. I tried to do this as an event but it doesn't seem possible. How can I do this?

24.1.6My document default value for ATTACH_CREATE_NEW_FORM = Create Document Assistant.The document default value for OBJ_CONN_REQ = N at the global level and also N at the Document Class level (class = MW-TRAIN).The Object Type ShopOrd is NOT setup for Quick Object Connect.When I create a new document revision at the Shop Order header, in the Document Information panel of the Assistant I enter a Class (MW-TRAIN) and Title and I do not attach a file. In the Object Connections panel of the Assistant I do not select a Document Folder or any Other Connections.When I select Finish, the document revision is created but it is not connected to the Shop Order header.I understand that I can change the default value for ATTACH_CREATE_NEW_FORM to Create New Document and I will get the desired results (document created AND connected to the Shop Order header).Why does the Create Document Assistant make an object connection only when the source objec

Hi,I have setup an object connection transformation to transfer documents from Training Participant page to Training History page of the Employee file. I have tested the transformation and it didn’t show any errors but attachments are not moving automatically.    Anything else I need to check here that I have missed? /Indika

Currently, in the Document Structure tree navigator, only the document title is shown.  Is there a way to change the label to also include the Document Number?  I have looked in the Page Designer but cannot find anything.  I know for the Document Folder navigator, you can set what is visible on the Document Defaults screen. Is there a similar setting somewhere else where we can set for the Document Structure Navigator?