Document Management (DocMan)

833 Topics

Tim McWadeDo Gooder (Customer)

Looking for information to get multiple views created for reporting. Not ll views contains data need/wanted to create the report. We were advised this is a major task to set two views to be available in one report. Thanks,Tim McWade

686

1 year ago

bdoucetteSuperhero (Customer)

asked in Document Management (DocMan)

How to move files with a specific document class from Customer Order to Shipment?

Hello,I am not familiar with how IFS handles documents, but I am attempting to create a workflow and custom event/action to pull documents with the class code of 140/150 from a customer order to the shipment for that customer order.I also plan on creating another custom event/action to print that transferred document at the time when the delivery note is printed.I know how to create custom events/actions and workflows, but I’ve never interacted with documents before. Any advise on how to accomplish this or any direction would be greatly appreciated.Thanks,Bryan

1113

1 year ago

JCBDo Gooder (Partner)

asked in Document Management (DocMan)

Document text in IFS Cloud

hello everyone , please tell me how can we choose in IFS Cloud the location of a document text ( header , line , footer ) .i dont really understand how this works in Cloud, please support.thank youclaudiu

1232

1 year ago

CSLDo Gooder (Customer)

asked in Document Management (DocMan)

Preview PDF files with Digital Signature

When i view a PDF in Aurena using the eye icon, the digital signatures in the pdf are not visible. I can see then when i download and open the file. Is this an Aurena limitation or a browser problem?

1644

1 year ago

smelansonSidekick (Customer)

asked in Document Management (DocMan)

doc's attached to Mixed Payments or Cash Boxes cannot be seen in the General Ledger Vouchers

When a user attaches a document to a manual supplier invoice the document is available to view from the GL Voucher Rows or GL Voucher Row Analysis screens. I believe this is related to the fact that on the document revision screen, Object tab the Gen Led Voucher Row and Ledger Items are included. Where is this configured so I can get the documents that are attached to mixed payments and/or cash boxes copied to these GL objects like the AP Invoice documents?

551

1 year ago

HKumarDo Gooder

asked in Document Management (DocMan)

Functional Specification

HiCan anyone tell me how to write Functional Specification for IFSAPP10 with example

1263

1 year ago

Roy AlmeidaSidekick (Employee)

posted in Document Management (DocMan)

Attachments/Document object connections do not show in Aurena - but it works fine in IEE client

Attachments/Document object connections do not show in Aurena - but it works fine in IEE client In IEE client you can see the document attachments, but in Aurena, you get an error: ( for end users)“No Access. Your system administrator has not granted permission to complete that action. Failed to load attachments. “ This happens because you need to grant the DocumentHome projection access to the permission set connected to the user(s). Also remember to refresh security cache and the Aurena browser after this is done.

2012

1 year ago

nkotakondaDo Gooder (Partner)

asked in Document Management (DocMan)

URL in Email Notification 22R2

Hi Members,Within Aurena Applications, there is a feature available that allows users to attach a URL to an event of the action type "Email" as shown in the attachment.Does the 22R2 version has the capability to include a URL in email notifications?I'm thankful for the member's assistance in advance.😀CheersNagaraj Kotakonda

1484

1 year ago

First EmployeeSidekick (Partner)

asked in Document Management (DocMan)

How to display the technical drawing in the shop floor workbench

Hi, I have a reference to the Technical drawing on my master part, using the “Technical Drawing” field in the main tab.I would like to display this drawing on the shop floor workbench. If they make this specific part, the drawing should be visible in the workbench. Does anyone know how?I can make attachments visible using Object connection transformations, but I can’t figure out how to do it for the technical drawing.The drawing itself is an attachment in the screen “technical drawing” Wouldn’t this one do the trick: Should I add more parameters?

1983

1 year ago

Sayeef.MSidekick (Employee)

asked in Document Management (DocMan)

Supported File Types in IFS Cloud Document Management

Hello All,I have 2 questions regarding document management.First, what is the full list of file types (pdf, doc, xlsx etc) supported in document attachment?Second, what is the full list of media file types (jpeg, png, mp4 etc) supported in the media attachment?Thanks in advance! One client wants to know a thorough list.Best Regards,Sayeef

3531

1 year ago

Mathias DahlSuperhero (Employee)

posted in Document Management (DocMan)

Instant View on Windows 11 is not supported

What is this about?This post is to inform everyone using or planning to use Instant View that it has NOT been certified against Windows 11.The problem: support for Java applets is dyingThe underlying technology used by Instant View is Oracle AutoVue. This technology is based on Java applets running on the end user's PC, communicating with the AutoVue Server software.In order to use Java applets and interact with the Oracle AutoVue document viewer, IFS has embedded Internet Explorer inside IFS Enterprise Explorer, via .NET's WebBrowser Control.In Windows 11, since Internet Explorer has been removed, it's not possible to do certain configuration that's needed to get Java applets to work.The end result is that we haven't been able to certify Instant View for use with Windows 11.

1950

1 year ago

paguinSidekick (Partner)

asked in Document Management (DocMan)

IFS Cloud 22R1 Azure Storage for DocMan

Hello,I have IFS Cloud Installation Using 22R1 using remote deployment on Azure Storage.If there any way to use Azure Storage for DocMan. I have tired using Shared Path but seems its working.in This i have created Repositotary Address using \\<ServerName>\<path mapped on the server given user name password for the server. Added Same Address in Repositotary and used port 22 (SCP) as the azure storage path is mapped to linux server. But While check in the document its failing to connet to the Respositotary.Please suggest. Storing documents on Database is not a very good option.RegardsPankaj

2508

1 year ago

baris.haliciHero (Customer)

posted in Document Management (DocMan)

Uploading Files to FTP(EDM) with Application Messages

Hello, There are many systems-generated files in a directory on the network.I am able to upload them with app messages (using blob data) as media_item. So how do you think I would upload it to an ftp directory connected to the document management system?

1974

1 year ago

mwmpetk

asked in Document Management (DocMan)

images in Word document are not displayed when IFS macros are active

We use IFS Apps10 Updt 13Hello everybody When using IFS Macros in DocMan, we repeatedly find that individual images embedded in MSWord are not displayed. If the IFS macros are not executed, the images appear without any problems.Our analysis has shown that the problem can be solved with an adjustment in the Macor block "IFS_02_01_MSOFFICE_WORD_EDIT".As soon as the part -----FOR EACH OSHP IN O_APP.ACTIVEDOCUMENT.SHAPES IF OSHP.TYPE = 17 THEN O_APP.ACTIVEDOCUMENT.SHAPES(OSHP.NAME).TEXTFRAME.TEXTRANGE.FIELDS.UPDATE END IFNEXT------is commented out, the images are displayed without any problems.So far, so good. Our question now is, what side effects can it have if we leave the said code part commented out?Thanks for an estimation.Peter

643

1 year ago

ovjoseSidekick (Customer)

asked in Document Management (DocMan)

Planned support for FTPS in Docman?

Are there any plans to support FTPS in Docman?Our company is very keen on having secure traffic to the ftp-server and do not want to have un-encrypted connection to it, not even from the application server to the ftp-server.

1193

1 year ago

LindaKSidekick (Employee)

asked in Document Management (DocMan)

Is there av smart way to add people to Persongroup ?

Hi,Is there a smart way to add people to these groups, or do we have to add them one by one? BrLinda

803

1 year ago

CaroleSidekick (Customer)

asked in Document Management (DocMan)

Document revision languages

Dear community,I’d like to know, if in DMS, we can manage different languages for the same doc_class / doc_no / doc_rev / doc_sheet ?Our need is to have one document available in many languages.I know that for the doc templates, we can have a different template based on the language and so, I thought that we could have such a flexibility behind a document revision…We are using the version 8 but migrating to Cloud 22R2Thanks for your help

886

1 year ago

matt.wattersSuperhero (Partner)

asked in Document Management (DocMan)

Connect One Object to Multiple Existing Document Revisions

Version 22.1.1Is there any method to connect multiple existing document revisions to one business object at the same time?Example: At the Change Request, using the Attach Existing command, can a User find and select multiple records? Or is this a one-by-one process?

1397

1 year ago

MarkZX9rSidekick (Customer)

asked in Document Management (DocMan)

Create New Document Wizard

Hi On Document Class Management there are Document Default Values that list “Create New Document Wizard” as one of the options.Does anyone know how you create a new Wizard so some of the Description Fields can be filed in when a certain Doc Class file is attached. ThanksMark

1544

1 year ago

edahukDo Gooder (Employee)

posted in Document Management (DocMan)

Document Transfer from External Source to IFS Cloud FS during upgrade.

We have a customer who are upgrading from IFS APPS 8 to IFS Cloud and would like to move their Documents (2TB worth of data) from their external storage into the IFS Cloud FS.The challenge for us is how do we make these documents accessible to MPX in IFS Cloud (Application) where the documents are stored in Azure BLOBS that are only accessible via the application with no direct access routes. We need an effective way of migrating/importing the documents from the FTP into the storage ( via the application) or any other way. This is critical to the upgrade so will need to be done. After investigating and checking other community posts , we’ve received the following suggestion, which answers how to migrate the Documents but would not be acceptable to the customer given the size of the DB. We have a migration tool for copying data from an Apps 8/9/10 database to IFS Cloud File Storage ("FS"). It's documented here: https://docs.ifs.com/techdocs/23r1/020_lifecycle/100_file_storage_service/

2644

1 year ago

duretteSuperhero (Customer)

asked in Document Management (DocMan)

Troubleshooting DocMan over SMB

We’re currently upgrading, and for DocMan, we’d like to move away from FTP and start using SMB. Our new application on version 22R1SU3 isn’t working with DocMan over a UNC share. We’re a Windows shop, and we have our Linux middleware segregated off into its own network so we can properly treat it like a black box. What port do we need to open for the middleware to talk to the file server? Is it enough to just open 445? I used telnet to confirm the middleware host can see port 445 on the file server. Can I do any further checking to see if the containers can see the port? From EDM Basic, I tried the hostname and the IP address, and neither worked, but nevertheless, is there a way to confirm DNS is working? I would much prefer to use human-readable hostnames. For a UNC path, can you confirm which //direction \\the //slashes \\ought //to \\go? The username is on our domain. What should the format look like, e.g. acme.com\coyote or coyote@acme.com? Are there restrictions on the characters

2204

1 year ago

eqbstalSuperhero (Partner)

asked in Document Management (DocMan)

Change defaults on Document Revision View

If a user wants to view a document, the following message box is shown:Is there an option somewhere to change the default on this message box without coding? So Name Files Using will default have the Original File Name ticked iso Document Title an Name?

1523

1 year ago

ROXTOBANEDo Gooder (Customer)

asked in Document Management (DocMan)

MS Teams - IFS Docman

Would it be possible to setup interface between MS Teams and IFS.Documents shared in Teams will be uploaded into Document management in IFS, connect to project.

931

1 year ago

LindaKSidekick (Employee)

asked in Document Management (DocMan)

Why are there both VIEW and ORIGINAL on the pdf ? (Cloud)

Hi, Why are there both VIEW and ORIGINAL on the pdf? "Create Documents" only creates an ORIGINAL file. "Document revision" creates both files. These are two pointers to the same file. Why do we sometimes have to have two? When only one original file shows up, is it an error? Or is it a bug when there are two? BrLinda

1375

1 year ago

NPCCHLOEDo Gooder (Customer)

asked in Document Management (DocMan)

Error Viewing Attachments Under Project

Hello! We received an error when trying to view attachments under a project activity which I have not seen before and I am unsure how to resolve. Please see below: When I run the debug console for this I get the below error which I also do not fully understand: Any help or advice would be greatly appreciated! Thanks!

664

1 year ago

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Document Management (DocMan)

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