Document Management (DocMan)

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 meth

Hello experts, We want to show the documents attached to a specific part revision in engineering part navigator in a custom tab. Basically this will be the same as what we can see in document tab in attachment panel at the bottom of the page. However we are not sure how to filter out the documents as per the part revision. Any advices/tips/ tricks will be mostly welcome.  Thanks in advance,

Hello, I would you ask you a question. How can I speed up data retrieval and exporting Oracle columns in excel? I find that indexes is good option, exist another options? Or when I will use indexes (for example) composite, how can I implement it? How can I find out in which table belongs certain view in IFS? Thank you

Hello,Could you please give me advice on this problem. My task was to add new column SUM which will count values in two columns and in this column are decimal values with a dot, but I want decimal values with a comma, how can I change it? This is my query:“SELECT :QUANTITY + :QTY_WAIV_DEV_REJ FROM INVENTORY_VALUE_PART_LEVEL_EXT” I tried this command: “SELECT REPLACE(TO_CHAR(:QUANTITY, '99999999.9'), '.', ',') +        REPLACE(TO_CHAR(:QTY_WAIV_DEV_REJ, '999999999'), '.', ',')FROM INVENTORY_VALUE_PART_LEVEL_EXT  “ in SQL works, but in IFS it didnt retrieves any data.

There is a SharedDocs”appname” folder on the app server that fills up the disk with small files over time. These all appear to be uploaded document images. I found the references to this directory in the “appname”_configuration.xml file. <ifs.fndmws.internal.custom.java.options.main>-Difs.fnd.docman.shared.path=c:/IFS/SharedDocs”appname”/</ifs.fndmws.internal.custom.java.options.main><ifs.fndmws.internal.custom.java.options.int>-Difs.fnd.docman.shared.path=c:/IFS/SharedDocs”appname”/</ifs.fndmws.internal.custom.java.options.int><Docman.cluster.shared.path>c:/IFS/SharedDocs”appname”/</Docman.cluster.shared.path> Can anyone tell me if these are just temporary files created for upload to the database, and if so, is there a setting to clean these up after a given period of time or can they be cleaned up manually after processing is complete?

Hi,When using the distribution assistant by following the right click-->document distribution path from the document revision screen, the list is always empty for persons and groups. why is it caused? Does anyone have any information?  checked the following headings.“inactive for document distribution” option is not checked for all persons. All persons are defined in Document Management\Basic Data\Persons screen. 

Dear All,How to upload and print A3 size files?Kind Regards,

Hi Community, I have a question on the different behaviour in Apps9 v IFS Cloud when creating a new document. In apps9, if you create a new record from Document Revision, when you hit the Edit button, the application launches a dialog that prompts for the file type, once selected the associated program is launched. I dont seem to see the same behavour in IFS Cloud (23R2), can anyone confirm that this previous functionality is now depreciated and if so what is the work around, and if not, how do you create the same functionality in Cloud. To add some context, in the above scenario, if WORD file type was selected, a macro would run and populate the newly created document with the IFS properties, allowing them to be inserted (and therefore updated dynamically) going forward. Thanks in advance.David.  

I have a client needing to attach new documents to various objects.  Some documents are drawings and need to have the same document number as the Drawing Number and Revision they are attaching.  I have changed the default for the New Document in the Attachment Panel to utilize the Create Document Assistant so Document Numbers and Revisions can be added. If the Object the Document is being attached to, using the New Document, is not set up in the Quick Object Connect table, the document does not get connected to the Object. Is this a Bug? If I add the Object to the Quick Object Connect table, it will automatically be connected.

Does IFS Document Management support attachment parsing for text documents WORD or PDF? basically the system to be able in examining the data present in a document like keywords and other text to make it available for SEARCH ? If this capability is not available ? are we going to include it as a model in Copilot for future releases?  is this on the Roadmap?

Hi all, I would need to change every document that is uploaded into the IFS environment so they would have restricted access. I have managed to find an option that will change one selected document (also an option that effects newly imported documents), but I would need to change every single one which is already uploaded. When I try to edit documents in document revisions I do not see such an option in editing window, is something like this possible? Or is the only way to do it a migration job? Thanks for your help. 

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. 

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

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

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?

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

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?

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

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

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

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?

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!

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

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