Document Management (DocMan)

833 Topics

Ryo AsadaSidekick (Partner)

Point of file storage types [FTP] or [Database]

I would like to know more about the explanation for the following pages as help on .file storage types1. "Complex to setup" is described in the case of "FTP", the environment required for setup and the setup procedure.2. "Very secure" is described in the case of "database", but we would like to know the specific reason/contents why it is more secure when compared to "FTP".https://kw-erp-ifs-vm-2.5kxpe4zzxgje5el0mp3f1l4iad.lx.internal.cloudapp.net:48080/ifsdoc/documentation/ja/default.htm?openpage=https://kw-erp-ifs-vm-2.5kxpe4zzxgje5el0mp3f1l4iad.lx.internal.cloudapp.net:48080/ifsdoc/documentation/ja/CreateAndMaintainDocument/AboutDocumentFileRepositories.htm

1714

1 year ago

Ryo AsadaSidekick (Partner)

asked in Document Management (DocMan)

document revision released without a object reference

When I press "Release" from the right-click menu "Status" on the document revision screen, the following message appears and I cannot release the document(IFS10). "Need object reference for document revision ([document class]-[document number]-[sheet]-[revision]). Check document title."Is it possible to make a document revision released without a object reference?

1303

1 year ago

SasonoSidekick (Employee)

asked in Document Management (DocMan)

local checkout path - Cloud

How can I change local checkout path ?It is not automatically set, after first time of checking in/out the document, and it is not possible to change it in the User setting even if the user has document admin access.

2675

1 year ago

asmackenzieSidekick (Customer)

asked in Document Management (DocMan)

Report rule Check in to Document Management and FTP

Hi,We have set up a new report rule to get the PDF from our Project invoice print, check it in Document Management and attach it to the Project Invoice screen. It works really well if the Document Management repository is set to Database but we cannot get it to work if is FTP. We are in Apps10 UPD6.Has anyone got a report rule Check in Document Management to work with FTP or do you think it is a restriction from IFS?Many Thanks and Regards,Anne-Sophie

5209

1 year ago

sood33Do Gooder (Partner)

asked in Document Management (DocMan)

Bulk Download of Attachments

Hi All - Does any one know the way to download the attachments from a particular screen in Bulk ?

3515

1 year ago

heibdeHero (Employee)

asked in Document Management (DocMan)

Configure attachment panel in Aurena client

Hi,several customers who use Aurena client in Apps 10 or IFS Cloud ask for the old functionality to configure the attachment panel if it should show icons, lists or details. Of course it is possible to press the button ‘Document Revisions’ to see all the details of all attached documents.Is it on the roadmap for DocMan to offer a possibilty for getting the table view of all connected documents in the attachment panel? This should not be a big modification and would help all customers who have lot of documents attached.Best regardsHeinz

5004

1 year ago

gcraig22Do Gooder (Customer)

asked in Document Management (DocMan)

Automatic WIP Report Email

With WIP report being a moment in time report, can I schedule the report to run at a certain time and then have it email that report or put it in the report archive to print later?

952

1 year ago

eric.vivesDo Gooder (Employee)

asked in Document Management (DocMan)

Document Management Macros Issue

Good afternoon, I’m trying to set up macros for a customer environment and I’m unable to make it work for a customer environment in cloud. I’ll list out the bullet points of steps followed to see if anyone could help out: Downloaded and installed IFS Aurena Extension (for correct environment) Created new Doc Class Created Document Macro Blocks Created Document Macros: Entered the Object Attributes for Macros: Copied Macros into Doc Class Management page (checkin, checkout, createnew) Created Checkin, Checkout and Createnew in Doc Class Process Action with macro option: RunIfOnlyOne (tried SelectAndRun too) - and Name Files Using: Force Document Title and Name. Made sure that on Object Connections, the Logical Unit contains the “DocReferenceObject” Then when creating a document from the LU chosen, and opening the Word Doc (doing it for Word07 - Docx), and clicking on: Insert > Quick Part > Document Information > DocProperty After following those steps, I a

4629

1 year ago

ADNANSidekick

asked in Document Management (DocMan)

WHEN I SAY VIEW DOCUMENT, IFS PROGRAM CLOSES

Hello, I am using IFS version 8. On some computers, when "view" is tried in the document management system, it throws it from IFS. Is anyone experiencing this problem. IFS closes on my computer with the same user, but not on my friend's computer.

972

1 year ago

MitDenukN

asked in Document Management (DocMan)

Add Purchase Order Attachments to the Same Email , When Print Order

Hello Everyone, There is a requirement to send Attachments with the same email of the Purchase Order’s Print Order...The mail should contain the attachments of the Purchase Order as well as the Purchase Order report.This should be happen only if the attachments are in specific document classes eg: 4600 - 4699.This should be work in Aurena as well. Please let me know if you have any idea of how to do this. Many Thanks,Denuka

162310

1 year ago

SteveCDo Gooder (Customer)

asked in Document Management (DocMan)

Work Center Document Attachments in Apps10

Is it possible to attach documents to a Work Center in Apps10?

473

1 year ago

EqeRobertKSuperhero (Partner)

asked in Document Management (DocMan)

Order in Service List of Object Connections

Hi All,Currently I am working on IFS Cloud 21R2 and I want to change the order of the attachments.When I edit this in the Object Connections, it changes back on the order of the Alphabet.Can someone let me know if I do something wrong, or is this not possible to change the order?So I change the order: When I press Ok, it is changed back (so ChangeObjectConnection) is set as first: Thanks in advance, Robert Kool

855

1 year ago

jamiSidekick (Employee)

asked in Document Management (DocMan)

Document Object Connection - Equipment

Previously, the object connections in the document revision page showed both the object ID in the key field and the object description. Can both of these information be displayed here?

1645

1 year ago

kibsdkSidekick (Employee)

asked in Document Management (DocMan)

Merging Object Technical Characteristics into Documents

Anybody who ever managed to pick up Technical Characteristics and merge them into a document using macros?If so - can you share how to set up the object connection to manage this?

846

1 year ago

LindaKSidekick (Employee)

asked in Document Management (DocMan)

Delete document file button in document revision

Can this button be moved? (Or get a different color. Red for example) See picture belowWe have now experienced several people who have had the file deleted even though they have been asked if they want to delete the file.BrLinda

1192

1 year ago

kibsdkSidekick (Employee)

asked in Document Management (DocMan)

IFS Cloud Macros in IFS Document Management

I am trying to enable macros for MS Word from Demo Showroom environment 22R2. I have copied my macros from an environment also 22R2 that works - but in my demoshowroom environment - the IFS Fields are not appearing in MS WordI noticed that I got a message that Macros has been blocked. But after having enabled all macros in the MS Word Trust Center - the IFS fields are still not vissible for insert in the document.Any tips must appreciated :-) This is for a very important demo and this is a key scenario for the customer/kim

4258

1 year ago

L.Krupa

asked in Document Management (DocMan)

Preview a pdf document in a new browser window

Hi I wanted to ask if it is possible to preview a pdf document in a new browser window or a new tab (sheet). Currently, the preview runs within the same window/sheet.(IFS Cloud)

1643

1 year ago

Roshan MadusankaSidekick (Employee)

asked in Document Management (DocMan)

No drag and drop option in ‘New Document Revision’

Hi All,When we creating a new revision of an existing document, if we uncheck the "Keep file" option, there is no drag and drop option enabled in ‘New Document Revision’.Why this functionality is not added to the ‘New Document Revision’ ? If anyone needs to add a document it should be done through Document Revision window. This causes a time loss. Best Regards,Roshan

1053

1 year ago

LindaKSidekick (Employee)

asked in Document Management (DocMan)

The responsible person on the document changes when we create a new revision

HiThe responsible person on the document changes when we create a new revision. The customer says that in app 8 the responsible person does not change. Is it a bug that it changes now?I don't know much about this so I have to ask here 😊 BrLinda

1184

1 year ago

ArcPierreLSidekick (Partner)

asked in Document Management (DocMan)

Document management - External cloud storage

Hello, We have some issue with our customer regarding Document management deployment.Internal database has restricted storage capacity, which is not viable in the long run. FSS solution has a cost per utilization, which is not a possible solution regarding its costFirst, the customer project is the following :1st go-live with an On-premise installation of IFS Cloud Switch from On-premise to IFS Cloud as a service installation Roll-out 6 months later on a IFS as a service installationIn the long run, document storage solution must be compatible with a Cloud installation. Standard solutions offered by IFS in terms of Document storage does seems not to allow to have client-managed databases in a Cloud installation : e.g. an Azure Storage database owned and managed by the customer, which would be connected to the FSS storage solution. My questions are the following :Can an Azure Storage database owned and managed by the customer be used in a FSS storage solution ? If yes, how is the setup

1671

1 year ago

Ryo AsadaSidekick (Partner)

asked in Document Management (DocMan)

How to disable physical deletion of files in document revisions

Please let me know if the following actions can be taken for the field [Responsible person] (user with administrator access permission) in the document revision.1. Disable the deletion of the document revision.2. Disable the deletion of files. As a precondition, we are aware of the following.A.The [Responsible person] of a document revision cannot disable (uncheck) the [Administrator Access]/[Editor Access] permission.B. Even if [Status] of a document revision is set to [Release], it cannot be handled by [Status] because it can be deleted by setting the status to [Disabled].

671

1 year ago

jalanhartDo Gooder (Customer)

asked in Document Management (DocMan)

save email for print dialog box

Hello, Is it possible for me to save my email somewhere so that it comes up automatically in a report output dialog box each time without me entering it? we have out email field and directory ID as email. This is APPS10

732

1 year ago

bdoucetteSuperhero (Customer)

asked in Document Management (DocMan)

How to print attached customer order documents when shipment delivery note is printed

Is it possible to add documents to a shipment?I am attempting to link Customer Orders to their respective shipments, so I can have documents on the Customer Orders be available for printing when shipments print their delivery notes.I have looked into Object Connection Transformations, but the connections available do not seem to work properly. I have this error appear:with this configuration:Any advise would be appreciated. Thanks,Bryan

40316

1 year ago

bdoucetteSuperhero (Customer)

asked in Document Management (DocMan)

How to handle/access attachments with a workflow or reporting rule

Hello,I am attempting to access attachments for shipments (I added the ability to store attachments on shipments, and for shipments to pull attachments from Customer Orders that have attachments as well). What would be the best process for accessing these attachments? An API call via a workflow, or a reporting rule?I have tried accessing them via a workflow that utilizes the api call “GetFileExtList(DocType):String” but handling the output is something I’m not familiar with as the documentation does not cover this scenario. I have looked into reporting rules but I am not sure if it’s possible to print attachments automatically when the report “shipment delivery note” is printed.Any insight would be greatly appreciated.Thanks,Bryan

1424

1 year ago

Emmanuel ErtaudSidekick (Employee)

asked in Document Management (DocMan)

Macro block for Word document built an array

Hi,Is it possible to built a dynamic array in IFS macro block please?the goal is to retrieve lines from Sales quotation (part code, description, qty, UoM & Price" to built a word document (contract)environment : IFS CLOUD 22R2 then 23R...Thanks in advanceBR/Emmanuel

541

1 year ago

Page 17 / 34

Document Management (DocMan)

Badges

Sign up

Login to the community

Scanning file for viruses.

This file cannot be downloaded