Document Management (DocMan)

Hi Community,I cannot distribute documents. I have completed all system requirements but the document is not delivered to the user, what should I do?According to the help documentation, the following installation has been completed.The user ID you log in with must be linked to a person in the Contacts window. The people to be added to the document distribution list must be registered in the Contacts window. You must have selected one or more documents before using the menu option for document distribution. If you are using e-mail notification as the distribution method, the relevant e-mail address(es) must be registered in the Contact/Contact Method tab.

Aurena Agent is great but sometimes you might get a problem and you want to know if it's due to using the Aurena Agent or you want to see how things work without it.Firstly, before you disable the Aurena Agent, it's good to know how to see if it's enable or not in the first place, and one simple way is to open the User Settings page under IFS Document Management:Above, if a path is shown and if Agent Available says Yes, then the Aurena Agent is installed and is working.To disable it, open Chrome's Extensions page:Look for the Aurena Extension and disable it:Now you only have to reload the IFS Cloud page (the web browser tab, it's not enough to refresh the record on the page), and you will now see that the Aurena Agent is not available:For more information about the Aurena Agent, and with links how to troubleshoot it, visit our documentation:https://docs.ifs.com/techdocs/Foundation1/020_installation/400_installation_options/040_aurena_agent/ 

 When we try to View attachments from pages like Posting Proposal or Sub Contract Valuation, PDF’s often display a blank or partial document.  Here is an example of a 1-page document.This is what displays in the attachment viewer (obfuscated):And here is the document if I download it - you can see that the bottom half of the doc was missing from attachment viewer..Below are additional notes/testing I have tried: Seems to be across all users Seems to be across all browsers Still an issue in Incognito/InPrivate windows If you Download the document from IFS, you can see it in full If you Download the document and re-upload it, the issue remains where it doesn't display fully in the attachment viewer. If you Download the document, flatten it, save, and re-upload it, the issue remains where it doesn't display fully in the attachment viewer. If you Download the document, PRINT TO PDF, Save a copy, and re-upload it, the issue is RESOLVED.    

Hi All,We need to change the status from Released to Preliminary for this document as the file needs corrections in the same revision.  Please advice. Thank you 

Hello, I have problem with retrieving SQL command in IFS cloud. In Oracle db this SQL command in picture2 is working but in IFS in some cases is working but in some not. I want to put together values in columns “Superior Part No” and “Popis polo” in column “Nazov”. Where is no Superior No, there would be only “Popis polo” after that should be in column “Nazov” “32 PBA ELA” after that in pic3 is working, but when is in “Superior Part No” value 322 than there is in “Nazov” column 309 and not 322.  Thank you for your advices

Hello,IN IFS10, wanted to check if we can create document repository on another database instance.Kindly advice RegardsPankaj

If you attach a document to (for eg) a work order you have the option to download the same clicking on a small download icon.If you attach a media item there seem to be no option to directly download the media file. Is this the expected behaivor or is this controlled by a permission or something similar? 

When adding a Parent Document to a Document Folder can you also add the child  document at same time?

Hi All,What does secure copying do for documents and how to use it?Can you inform me? Best Regards.

Hello, is there a list of Document Default Values? Meaning DB Column, what it means and its possible values.

Can the IFS Document Management System (DMS) be configured to securely share documents with external users via public links or a portal without requiring an IFS account? We would like to exchange stored documents in DMS to our suppliers. IFS is in cloud.

When I click to open a document from the attachments, I get the information message "application server DOCUMENT_TICKET_TEMP_PATH: //IFSPRODIFSDoc/\.No Document file operation cannot be performed" and I cannot open the file.

I’m trying to place additional documents in IFS document revision. How can I do this?

Hello, I would ask you a questions about implementing SQL Select Statement into Custom Attribute. My task was to find list of all items, which have no parent item, respectively which do not enter anywhere. My SQL Select Statememt is working in Oracle db, but when I add this query into Custom Attribute Type, it will display me this error. I dont know what parameters should I input to the Arguments field.  Thank you for your help. 

Hello,I’m encountering an issue where some users can view attachments without any problems, while others don’t even see the “eye icon” as an option. I’ve been investigating the cause but haven’t had any success so far. Could this be related to a missing projection, or might there be another issue at play? This is an example of the eye icon appearing.This is an example of the eye icon not appearing. 

Hi All,My client has a requirement to perform the following from the IFS application:Send a document to an external customer. Support the customer and IFS user making markups to the document (redlining) Approving/Rejecting the markups to the document Electronic signoff of the documentDoes IFS have this capability? Julian Whitejulian.white@ifs.com

Hi Community,I am trying to set up the Office Add-In feature in IFS Document Management. I managed to Install and set it up. But I am facing an issue here.I have set up my setting as below.  In here I am using below email and I am trying to attach only the attachments. Note that I have a signature and it contains few images. When I try only to add the attachments, Create document from Microsoft office opens up with 7 attached files. I think its picking the images from the mail body as well.  Is there anything that I can do to avoid this. Even I can select which documents needs to be uploaded it still picking the mail body images. Is this intended? Anything that I can do to avoid this please? Thanks,Chamath

I am trying to create a Report Rule with an Action to Check In To Document Management.  When I print the document, I can get the system to create a Document based on the Document Class.  I need to also connect to an LU.  The LU is a Document Folder.  If my Document Folder name is Supplier, how would I enter the information in the Connected LU field?The Documentation has the following for Connected LU:<u>ConnectedLU / KeyRef:</u> You can specify if the generated report should be attached to an application form as an attachment. In this case you have to specify the LU and key-value pair to uniquely identify an instance in the LU. For example, if you want to attach the 'Invoice' report, in to the 'Customer Invoice' form, you need to specify the LU as 'CustomerOrder" from the ConnectLU combobox and Invoice\_no as the key and a value for that key. You can hardcode a value or retrieve the value from a xpath.But I am unsure of what to enter…. Any help would be appreciated.Gregg

Our Engineering team is trying to enter technical drawings for parts and then find out where other users can access them in IFS.  For example, where can a Buyer see the drawing to send to a supplier?  Where can the Shop Floor see the drawing for specs etc in production?

In Apps9 we can quickly create object connections between a document revision and multiple objects (for example several Shop Orders). When adding a row in the Objects tab in Document Revision window the Connect Object dialog appears and I can choose an Object type and then search and select multiple rows to connect to the document revision.I can’t find this functionality in Aurena (Cloud), hope someone could help me!

Hello,I have a question about documents uploaded in addition to IFS. The file where the documents are kept works with FTP. There is a single file path and it saves the document in a single place without separating the class.With the change of all servers in the company, IFS, FTP etc. servers also changed. The structure we want to create on the new servers is to give different file locations for file classes and save each file in the file location of the relevant class. We can do this scenario.My main problem is that all document classes are in a single path and in the H2 pool on the old server. What I want to do is to be able to view the relevant documents on the old server from the new folder created for the relevant class on the new server.What I really want is to be able to access the documents saved on the old server from the file I opened on the new server.How can I achieve this without making any updates from the database or by updating in a healthy way?

User with set of permissions is not able to view the documents(do not get eye icon as shown below) but when we try with same set of permissions on other user, he is able to see eye icon, why is it so ? Is it driven on some other accesses ? Person facing issues is added in the person groups already. 

Trying to find out if there are any known instances where IFS CLOUD has been implemented and integrated with a Document / Content Management system called Hyland OnBase. I’ve checked the Hyland OnBase website which lists multiple integrations but the list doesn’t include IFS. I’m trying to find out if this will be a “first of a kind”, or if its been done previously elsewhere

Hello, We are working in IFS cloud v24r1 SU3 In the document management structure of IFS we have a very simple set up. one person group with every user in the group. The group has full access to the access templates we have set up on the app. I would like to know the capabilities of distributing the documents in the platform. is there a way to distribute attached documents to everyone in the person group? is there a way to distribute attached documents to people i select within the group of people

Hello,We are doing an Upgrade for a Customer who is upgrading from Apps10 to IFS Cloud 24R1 (have plans to get 24R2 or 25R1 in future). This is a remote customer who uses a lot of documents.In their current Apps10 system, they have these documents in FTP Repository & database.With the news of FTP getting obsoleted in IFS Cloud 24R1, we decided to implement File Storage for this customer. We have below two questions regarding this situation,We assumed FTP will be fully obsoleted by 24R1 but I can see FTP as an option in this customer’s new 24R1 system. Was this plan to obsolete got changed or postponed to later versions?If FTP is indeed obsoleted and this customer needs to move their documents in FTP to FSS, what would be better/efficient way IFS can suggest? They already went through the FSMig tool’s documentation and have some concerns on the efficiency and support for that tool for FTP. Do we have another tested method in which this customer can benefit from? There is around 5TB