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Document Management (DocMan)

This will include questions related to document management.

  • 1,010 Topics
  • 4,308 Replies
1010 Topics
D
Hero (Customer)
darren j turnerHero (Customer)
asked in Document Management (DocMan)
Unsynchronized Documents

Recently in the Application Monitoring console we have noticed a large number of unsynchronised application search documents.  I am able to bring up the details of these but have not yet found a way to synchronise them and clear the system alert. We are on Apps10 update 20.  All of the scheduled database tasks around document management appear to be running without error, but none of these clear the growing issue.Any ideas on how to resolve this are appreciated. 

412
D
Hero (Customer)
H
Sidekick (Partner)
HashmitSidekick (Partner)
asked in Document Management (DocMan)
access to create document

Hi Community, new in doc management.  how can I fix this one ?   Thanks in advance

381
Marcel.Ausan
Ultimate Hero (Partner)
E
Sidekick (Customer)
Ed22Sidekick (Customer)
asked in Document Management (DocMan)
Updating View in IFS cloud app

Hello,  I would ask you a question. It is possible in Oracle Db updating or deleting data in views? I tried update column in some view, but I got error: “Cannot perform a DML operation on a read only view”. Is there an option to update view not in oracle db, but in IFS cloud app? Exist other options? Thanks

1060
E
Sidekick (Customer)
Z
Do Gooder (Customer)
ZOKAAMEERDo Gooder (Customer)
asked in Document Management (DocMan)
Migration of Document Attachments from APPS10 to IFS Cloud

We're currently in the process of transitioning from APPS10 to IFS Cloud and are facing a significant challenge with migrating document attachments.In our APPS10 environment, we used a shared repository for storing documents. However, with the shift to IFS Cloud, we've encountered an issue as shared repositories are not supported in the cloud environment. While we have set up a database repository in IFS Cloud for new document attachments, which is working fine, we’re blocked when it comes to migrating the existing documents from APPS10.We need to ensure that all our existing document attachments in APPS10 can be brought over to IFS Cloud and remain accessible within the application.I would greatly appreciate any insights or best practices on how to migrate these documents from a shared repository in APPS10 to a database repository in IFS Cloud. Has anyone else faced a similar issue, and if so, how did you resolve it?

4176
Mathias Dahl
Superhero (Employee)
KennethP
Do Gooder (Customer)
KennethPDo Gooder (Customer)
asked in Document Management (DocMan)
Send document links for document type View

Hi!Why is it that if you want to send document links of Document Type = View, you can only select the Latest Revision option? Seems like I’m missing something here, but isn’t the view file also conntected to the document revision on the same terms as the original?/ Kenneth

494
KennethP
Do Gooder (Customer)
B
Do Gooder (Customer)
bkpskoczylasDo Gooder (Customer)
asked in Document Management (DocMan)
Automatic attachment to the object

Hi,I would like to implement the following functionality using standard IFS Cloud functions. When I attach a document (attachment - pdf file) to an invoice, I would like this attachment to be automatically attached to the tax transaction for this invoice and the PK header.Is this possible?

1015
J
Hero (Customer)
rendywinata_
Do Gooder (Customer)
rendywinata_Do Gooder (Customer)
asked in Document Management (DocMan)
DOCUMENT_TICKET_TEMP_PATH

Hi guys, i need to change path for parameter DOCUMENT_TICKET_TEMP_PATH but show error How to change it?

781
Mathias Dahl
Superhero (Employee)
U
Sidekick (Employee)
UMSEUSSidekick (Employee)
asked in Document Management (DocMan)
Migration of existing document attachments from the APPS10 environment to the cloud

We see lots of community thread with this topic. But Our customer came up with the below question: Customer is on Remote(On Premise) Upgraded from APP10 to IFSCLOUD.  They are looking for migration of existing document attachments from the APPS10 environment to the cloud.In APPS10, customer utilized a shared repository for storing documents. However, as we transition to the cloud, they encountered a significant challenge: shared repositories are not supported in the cloud environment.The technical document also talking about migrate from database to File Storage Cloud File Storage Migration Tool - Technical Documentation For IFS CloudThey are looking for guidance on how we can migrate the existing documents from the shared repository in APPS10 to the database repository or the file storage in the cloud.Any Remote upgrade customer have these issues and How you resolved?

782
U
Sidekick (Employee)
B
Sidekick (Employee)
bhraauSidekick (Employee)
asked in Document Management (DocMan)
Transfer/Archive document and media files from IFS File storage to an External Source ( warehouse )

Highly appreciate any advice/guidance  on below query Due to high number of  documents and media files (many Service Requests and Surveys  connected), Customer is looking for a solution to archive documents/media files older than certain number of days.After moving into Azure File Storage ,  Is there any way to transfer files from Azure File Storage to an External Storage?If yes, what is the IFS recommended approach   ? Also is there any storage limit or any archiving capabilities within the Azure File Storage?    Customer is IFS Hosted and using 23R2.Thank you!

1072
Mathias Dahl
Superhero (Employee)
mhalno
Do Gooder (Employee)
mhalnoDo Gooder (Employee)
asked in Document Management (DocMan)
How document file storage using Azure outside the Cloud database works.

Can someone in R&D  maybe help me with a description of how document file storage using Azure outside the Cloud database will work. Some customers want to run Documents Management in IFS Cloud, but not with the cost of adding it to the database. Are there any limitations in having a file storage outside the Cloud?

1475
Mathias Dahl
Superhero (Employee)
H
Sidekick (Partner)
HashmitSidekick (Partner)
asked in Document Management (DocMan)
Access Restriction and Document Search

Hello Everyone,I'm currently working with the Document Management module and need guidance on two specific tasks:How to implement folder-wise access restriction in IFS to ensure only specific users or groups can access certain folders. on folders.How to set up document search functionality based on metadata/attributes to streamline finding specific documents.Any insights, step-by-step guides, or best practices would be greatly appreciated!Thank you!

270
H
Sidekick (Partner)
A
Do Gooder (Employee)
AndiDo Gooder (Employee)
asked in Document Management (DocMan)
URL Files in Document Management

Hi,some customers use URL files in document management to save links to documents in their internal environment.With our web based B2B solutions, business partners cannot access the documents as they point to links that are not reachable from outside the customers network. We are interested if anyone else uses URL files in IFS DMS to point to internal locations. How do you make these files accessible for business partners in IFS B2B portals?BR

1353
Mathias Dahl
Superhero (Employee)
K
Sidekick (Customer)
kacperifsSidekick (Customer)
asked in Document Management (DocMan)
Number of attachments

Hello, Is it possible to display number of attachments instad of default icon without clicking on it?  

873
Mathias Dahl
Superhero (Employee)
U
Sidekick (Partner)
Udanee
asked in Document Management (DocMan)
User unable to view approval attachments -approval process tab is not enabled

One user is unable to view approval process tab  on the attachment of activity  scope and schedule screen .The user doesn't have the approval process  tab enabled as follows. The user account of this user is having similar permission as another user(sferri) who can see the approval process tab.What can be causing this issue . Need your kind out put on this matter.Thanks Udanee 

1146
U
Sidekick (Partner)
H
Sidekick (Employee)
Hiroshi PereraSidekick (Employee)
asked in Document Management (DocMan)
Hundreds of files are accumulating in the document_ticket_temp_path

Hi,Recently we had a customer where  documents in the document_ticket_temp path are getting piled up drastically. These files are not with the usual file naming format. But formed with different characters. Ex:9fa28a97-0248-4d49-8c1a-d91d04a38cc2 with type “File”. These files are not getting deleted, but daily hundreds of these types of files are accumulating.  Unfortunately, still we were not able to find from where these files are coming.  We checked ‘Application Messages’ at the same time that the documents are getting generated inside the Temp path. Then checked whether any integrations are dealing with this. No clue for this was found.  Took an IFS_HOME dump to see whether we would get any help.Has any of you experienced  these types of issues, where “9fa28a97-0248-4d49-8c1a-d91d04a38cc2” randomly named files are getting generated but not getting deleted inside the document_ticket_temp_path? Is there any way that we could analyze the IFS_HOME (IFS_dump) of the customer to recogniz

1448
H
Sidekick (Employee)
Mathias Dahl
Superhero (Employee)
Mathias DahlSuperhero (Employee)
posted in Document Management (DocMan)
A basic document macro to build from

Creating document macros can be easy or hard. There is however one thing that is common to most of them: we need to get hold of the path and file name of the file that was downloaded due to the file operation the user executed, be it View Document, Edit Document, Print Document or other.Below I'm sharing a small utility macro block that you can use as a base when writing macros of your own, plus a simple and generic macro block that will open whatever file that was downloaded. The code is written with Aurena/IFS Cloud in mind but should work in IEE as well.Firstly, here is the utility macro. Save the macro code connected to macro block called UTILS (or whatever, the name does not matter):' Some utility functionsPublic Function GetAttr (name) On Error Resume Next Err.Clear Dim value Dim obj value = ScriptValues.Item(UCase(name)).Value If Err.Number <> 0 Then MsgBox "Could not get attribute """ & UCase(Name) & _ """. It might be misspelled. Error: " &am

115416
PhillBronson
Hero (Customer)
Kaushalya Madhusankha
Do Gooder (Partner)
Kaushalya MadhusankhaDo Gooder (Partner)
asked in Document Management (DocMan)
Is there any possibility to add document Revision title to file metadata

There is a customer requirement to add Document Revision title to the file metadata. This should be display as the Title in file explorer  

606
Mathias Dahl
Superhero (Employee)
S
Sidekick (Customer)
SidneyIFS640Sidekick (Customer)
asked in Document Management (DocMan)
Document Revision Approve vs Release

What is the difference between Approved and Released status for Document Revision?Document Revision once Approved can no longer be edited. What is the purpose / reason for then having to change the status to Released? Is there any harm / functionality misses in leaving a Document Revision in status Approved?

2882
Mathias Dahl
Superhero (Employee)
Lindåker
Do Gooder (Customer)
LindåkerDo Gooder (Customer)
asked in Document Management (DocMan)
How to prevent end users deleting Approval Routing Steps?

Hi all,We use Approval Routing for approving a NCR and have events attaching a Approval Template based when a specific NCR Type is attached.We want to make sure that noone is deleting or change the predefined Approval Template attached to the NCR.How can this be done? I have not found any solution using Permission Sets and no parameter to set either.As far as I understand it is not possible to fire an event from a RMB menu in the Attachement Panel either.Any idea anyone?Many thanks in advance!Best regardsAnna-Lena@Odfjell

861
Mathias Dahl
Superhero (Employee)
LsyPawelZ
Sidekick (Partner)
LsyPawelZSidekick (Partner)
asked in Document Management (DocMan)
using FsMigTool

Does anyone know how the parameter should be set „--cloudrealm” in the “FsMigTool”if we have a remote installation and not in the cloud? In the example from the documentation, the parameter "--cloudrealm ifscloudr2devcmb" is used and I don't know if this applies to every type of installation.

943
Mathias Dahl
Superhero (Employee)
LsyPawelZ
Sidekick (Partner)
LsyPawelZSidekick (Partner)
asked in Document Management (DocMan)
USING FSMIGTOOL

 The migration starts, but at the very end the above message appears in log files: „Error while cleaning up the virtual. Error while getting the token end point. sun.security.validator.ValidatorException: PKIX path building failed: sun.security.provider.certpath.SunCertPathBuilderException: unable to find valid certification path to requested target” and the whole thing ends with an error. What could be the reason for this? Where to look for the error? 

551
Mathias Dahl
Superhero (Employee)
S
Do Gooder (Customer)
SSOLERDo Gooder (Customer)
asked in Document Management (DocMan)
Allow user to delete/detach document from single IFS screen only

Hello,I’m wondering if its possible in Aurena to give a user the ability to delete/detach a document from a single IFS screen (ex. Sales Contracts)?  When trying to set this up it appears that they either have access to do it on all forms or none of them. 

1042
Mathias Dahl
Superhero (Employee)
C
Sidekick (Partner)
Christophe BUSSISidekick (Partner)
asked in Document Management (DocMan)
Class document cleaning

Hi Community, Is there a risk to delete some standard non use class document like : Regards, Christophe

612
Mathias Dahl
Superhero (Employee)
R
Do Gooder (Customer)
ROXTOBANEDo Gooder (Customer)
asked in Document Management (DocMan)
REST-API embedded pdf file

I have pdf document embedded in XML file for EDI orders.I want to create document based on embedded file and attach document to order.We are using 23R2,  must be handled through REST-API

2479
Mathias Dahl
Superhero (Employee)
L
Sidekick (Partner)
L.Krupa
asked in Document Management (DocMan)
Document details - no possibility to change status when approval path is created

Hello everyone Why is it not possible to change the document staus if there is an approval path created. In case there is no path we can manage the status of the document.  

684
L
Sidekick (Partner)

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