Document Management (DocMan)

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

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

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?

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

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.

 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? 

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. 

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

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

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.  

Hi,One of our customers is trying to use Document Transmittal functionality and send the documents in the transmittal via E-mail. When this is tried out in IEE, it opens a new e-mail with all the documents attached, but the same is not available for Aurena. When looking for this in the community, I found the below post, and it states, this works in IFS Cloud 23R2 and above.Do anyone of you know, whether the same solution will be made available in Apps 10 Aurena? Is there any work around for this?Thank you in advance,Chamuditha

Hi All, Can anyone share their insights or suggestions on what specific permissions or projections I should request to grant users the ability to edit the Group ID during the approval process? Any help or guidance would be greatly appreciated.Note: ApprovalsHandling is already granted Thank you in advance for your assistance!  

We build to customer design, and often our customers grant approval for us to build to a modified specification while they update drawings and specifications in the background. We need the ability to document revision change reasons from our customers. When a document is revised, what would the best practice be for storing customer emails and other documentation related to the Document Revision? 

Trying to delete Document revision which is in Obsolete status, getting the following error messageThe Document Revision "1" is used by 1 rows in another object (EDM File).Normally we go to objects tab and remove the connections, in this case there is nothing to remove.Any other ideas or thoughts? 

Hi,I want to use the Link to View Document URL as a field in a report,  but when I copy, it does not include the record parameter values. When I use Send Links by Email option  and copy the URL to View Document it has the record parameter values.  Is this a known bug or is there any workaround to use? Customer is in 23R2 Thanks in Advance.

Hello,  My customer wants to migrate to IFS documents revisions, with the file linked to it, for a high volumetry of documents (not possible manually).They have documents (PDF, xlsx, docx, ...) stored in an external server.What they want is to have for each document :a Document Revision created (all in the same Document class) the file which is stored in an external repository accessible in the “File ref.” tab, so that “View document” or “Edit document” features work with it. => Is it possible to recreate this without adding manually the file to IFS, for it to be saved in the destination repository ? Like only migrating the “link” to the file in the appropriate table ?=> If possible, would a SharePoint repository compatible with IFS document management ? Thanks, Pierre 

Hi, I am having an action which takes LongText as input, inturn I have used CLOB datatype to parse the longtext value in my procedure, but when I send the string via postman it gives error as “ODP_DESERIALIZATION_ERROR”.Is there a way to parse the longtext values or BLOB values.  Thanks in advance 

We have 3 companies in same database with different logo.We want all companies to use same Template.We want the users company logo added dynamically into the document when created from the same template.How can we do this?Best RegardsAnne Sørnes

We have a quick report that needs to be scheduled so it will be checked in to document management. We tried the document number field during scheduling of the quick report, but despite IFS documentation says that a new document revision will be created for the given document number, it doesn't seem to work as intended. Additionally, we tried using report rules for the scheduled quick report by archiving the quick report. The quick report gets archived with the “QUICK_REPORT_TEMPLATE_REP” report layout. We created a report rule for that layout and the report rule executes successfully when using the "Send Email" action. However, when trying to use "Check in to Document Management" action in report rules, it also didn't work as expected. Report rule for Quick Report​​​​​​On the other hand, the "Check in to Document Management" action has worked for other report layouts with the same parameters.Is there a specific way we should schedule the quick report to ensure it gets properly checked

How do we create a checklist of attached documents in IFS APP10

We are using approval process and even the user is added as a person to approve, the approval button is not enabled for the user. I have verified their permissions and confirmed they match those of another user who can approve without issue. Is there any basic data missing for this user? This is in APP 9  

Hi,We are looking to use digital signatures on our purchase orders.We would have a need to get our suppliers to sign of the purchase orders.I read that Adobe sign is available from 23R2 but only for hosted IFS customers. Am I correct?We are not hosted, in that case, is our best option digital signature from the keystore?Have other companies integrated a third party software?Many thanks,Kind Regards,Anne-Sophie

Are there any plans to allow attachments to be drug in from Microsoft email?  Currently you have to drag to your desktop/temp folder and then drag into IFS.  This would cut out a step. Thank You

Hello, I am attempting some cleanup and reorganization of our Electronic Document Management (EDM) within our IFS Apps 10 installation. Over the course of our adoption of EDM, we were not consistent with naming or creation of our repositories and this is what I would like to correct. There appears to be no way to “rename” a repository, so what I have tried is to create a “temp” repository, transfer all files into this repository, then create a repository with consistent naming and setup and transfer the documents back. This seemed to work fine (except for one “missing” document which I cannot explain), but I am unable to delete the original repository. I was able to delete the temp repository, but the original repository is “being used in two (2) rows by another object”. Any idea how these object connections can be pointed to the new repository? 

Hi Experts,We have below questions from one of the customers and any input is appreciated.1. What will be the location of DOCUMENT_TICKET_TEMP_PATH if the customer is a hosted instance.2. What is the migration strategy for documents from IFS V8 to IFS Cloud.3. DB Schema definition for all tables associated with Document ManagementThank you.