Document Management (DocMan)

833 Topics

asjausDo Gooder (Employee)

Understanding Security Restrictions: Drag and Drop Disabled When Aurena Agent is Enabled

Hi everyone,I’ve noticed that the drag and drop area is not enabled when the IFS Aurena Extension (Aurena Agent) is installed and enabled for the environment the customer is working on. I understand that this is not a bug, but rather a feature. From what I gather, this is partly due to security restrictions in modern web browsers. Can anyone provide more details on these security restrictions? Specifically, why does drag and drop functionality conflict with the Aurena Agent?I found some related information in this article, but I have a customer who is curious to hear more insights and experiences from the community. Are there any workarounds or best practices for users who rely on both features?Thanks in advance for your expertise!Best regards,/ashley

1136

26 days ago

betul.bastan_12Do Gooder (Customer)

asked in Document Management (DocMan)

printing a document attached to a display

Hello,I want to take a document connected to a screen together with the pdf report output. What I want is available for the Work Instruction Report. However, I want to do this for the Shop Order Report shown in the image I added. I want to do this by creating a new custom menu and linking the pdf report to this menu. Can you help me with how to do this? Is it possible to do this without development?

621

26 days ago

kibsdkSidekick (Employee)

asked in Document Management (DocMan)

Missing drag and drop in Create Document form

I am missting the drag and drop option when creating new documents in all of our nordic presales environment on 21R2 - running in Chrome. If I run in Edge it worksWondering if I am missing a setup somewhere - or if I am experiencing a bugMy Create New Document form looks like this in Chrome and like this in Edge:

70024

27 days ago

Hiroshi PereraSidekick (Employee)

asked in Document Management (DocMan)

Unknown publisher error

Hi Team,When trying to install the ‘IFS Document Management Office Add-In’ customer is getting the unknown publisher as highlighted below. Customer is in Apps10, UPD18. It is said that the App must be signed with a public signed certificate Does the customer need to sign in with the Thawte certificate.Kindly advice.

353

28 days ago

PIrelandSidekick (Employee)

asked in Document Management (DocMan)

Setup Macros in 23R2, not working, ifs_check_out_path is not being found

Hello,I’m struggling to get macros working in our customer’s 23R2 environment for a session I have with them very soon. I copied the macro and blocks from our GCS Demo Database, which is 24R1. I used the ones whose names begin with IFS_ and where the write used ALL CAPS.When I first ran my test using CHECKOUT, nothing happened. I’ve since gone back and am adding msgboxs to glean what information I can about what subroutine is being run at a particular momentIn the IFS_01_02_GENERAL_GET_DATA block, we have the code and I’ve added the msgbox.ifs_check_out_path = clientscriptvalues.item("check_out_path").valueIf ifs_check_out_path = "" then' use the check_out_path client script value insteadifs_check_out_path = scriptvalues.item("local_path").valueend If MsgBox "We've just fetched the checkout path ["&ifs_check_out_path&"] is it blank?" When I run, the message box reads: MsgBox from macro testingThis is telling me that it has not found the checkout path in either the clientscr

323

29 days ago

PIrelandSidekick (Employee)

asked in Document Management (DocMan)

Macros: Application Not Installed to Access Document - 23R2 and 24R1 Help Please

I’m trying to get the macros found in the 24R1 GCS demo data and in our customer’s database and have run into a brick wall. I’m hoping someone can help me knock it down.The error,MSGBOX "APPLICATION NOT INSTALLED TO ACCESS DOCUMENT"Is in the macro block named General_Open in the subroutinePUBLIC FUNCTION IFS_EXEC(O_APP, OPT, F). This is the entry point for the macro.I’m at a loss. Patrick

4012

29 days ago

Sanjith.UDo Gooder (Partner)

asked in Document Management (DocMan)

Importing documents into IFS

we have a customer that had this question logged by one of their users in the Production team, please would you be able to advise if there would be any issues with us allowing this?“Would there be any impact on IFS if we store build packs as documents? These are currently stored on Notes so we need an alternate storage location and keeping on IFS would mirror processes for other part related documents. These are .zip files, currently on notes we have 388 packs saved, total size 4866 MB. This covers a 9 year period so we wouldn't be looking to transfer all of these, but the above numbers are representative of how they would accumulate over time.”Thank you,Sanjith

361

30 days ago

AmilaFSidekick (Partner)

asked in Document Management (DocMan)

Cloud File Storage Migration Tool Support on Remote Deployment

Dear @Mathias Dahl,I’m reaching out to you directly, as I believe you are the most knowledgeable person to answer this. We have a customer running on IFS 10 UPD10 on Microsoft Azure Cloud (in their own subscription, not in IFS Managed Cloud). They are using the IFS Docman functionality extensively, with a large number of documents saved on an FTP server.They are planning to upgrade to IFS Cloud (possibly 24R2 or later), and there’s a chance the installation will take place in Oracle Cloud. As we know, IFS no longer supports FTP as a repository, but IFS Cloud currently supports "File Storage" using an SMB (Server Message Block) share to store files.My questions are: Can we use the Cloud File Storage Migration Tool to migrate files from IFS 10 (from the FTP server) to IFS Cloud (SMB share)? Note: I read about the limited support for this tool. However, I would like to know your opinion on whether we can rely on this tool, or if there is a better alternative. For example, could we copy th

845

30 days ago

Chamath KuruppuarachchiHero (Partner)

asked in Document Management (DocMan)

Is it possible to transfer documents from manually created Incoming dispatch advice to the receipt

Hello Experts,I am trying to transfer documents from manually created Incoming dispatch advice to receipt.I tried using register arrivals and it works but its not working for the incoming dispatch advice window.I have set up the object connection transformation but could not map the correct Source LU Key and Target LU key, When I attached a documents for the header or line level from the manually created incoming dispatch advice window it will not transfer to Receipt.Did any of the members successfully set this up and got to work?Highly appreciate your help on this. Thanks,Chamath

100

1 month ago

Ed22Sidekick (Customer)

asked in Document Management (DocMan)

It is possible to make a difference between two CF

Hello, It is possible to retrieve in extra column in IFS cloud the difference in values between two CFs? I have two Custom Fields, for example CF_12 and CF_11 and I want to display (CF_12 - CF_11) in extra column, how can I achieve it? Should I use in creating new column in this entity Custom Field - Select statement, Expression or Reference Value? Only CF_12 is located in SQL, CF_11 is not

251

1 month ago

Mathias DahlSuperhero (Employee)

posted in Document Management (DocMan)

IFS Electronic Signature feature ("E-sign") - questions and answers

What is it? The E-sign feature is available from IFS Cloud 23R2 (Cloud deployment only, Remote currently not supported). At its core it's an integration between IFS Document Management ("Docman") and Adobe Acrobat Sign.In order to send a document for signing you need to first upload it to Docman, release it, and attach it to some screen/business object. For details on the process, watch the video linked below.https://www.youtube.com/watch?v=Aed1j9VOPDU Agreements/envelopes When you send a document for signing to one or more recipients an "agreement" is created in Adobe Sign. The agreement acts like a container for the document and the list of recipients, and supports the whole flow from sending, signing and retrieving the signed document. As of 24R2, you can only send one document per agreement. An agreement in Adobe Sign is what other E-sign solutions sometimes calls "envelopes."IFS keeps track of every agreement that has been created and, to use a term that's more known and to keep t

640

1 month ago

HurremogluSidekick (Customer)

asked in Document Management (DocMan)

Document Distribution

Hi Community,I cannot distribute documents. I have completed all system requirements but the document is not delivered to the user, what should I do?According to the help documentation, the following installation has been completed.The user ID you log in with must be linked to a person in the Contacts window. The people to be added to the document distribution list must be registered in the Contacts window. You must have selected one or more documents before using the menu option for document distribution. If you are using e-mail notification as the distribution method, the relevant e-mail address(es) must be registered in the Contact/Contact Method tab.

514

1 month ago

Mathias DahlSuperhero (Employee)

posted in Document Management (DocMan)

Document Management FAQ

Hi Docman fans!This post is an experiment to see if we could keep one thread where we collect the most common questions asked about IFS Document Management (aka “Docman”).We could either add links to this entry itself, to other discussions here, or we could add each link in its own reply below. We’ll see what works best.

2954

1 month ago

Mathias DahlSuperhero (Employee)

asked in Document Management (DocMan)

How do I disable the Aurena Agent?

Aurena Agent is great but sometimes you might get a problem and you want to know if it's due to using the Aurena Agent or you want to see how things work without it.Firstly, before you disable the Aurena Agent, it's good to know how to see if it's enable or not in the first place, and one simple way is to open the User Settings page under IFS Document Management:Above, if a path is shown and if Agent Available says Yes, then the Aurena Agent is installed and is working.To disable it, open Chrome's Extensions page:Look for the Aurena Extension and disable it:Now you only have to reload the IFS Cloud page (the web browser tab, it's not enough to refresh the record on the page), and you will now see that the Aurena Agent is not available:For more information about the Aurena Agent, and with links how to troubleshoot it, visit our documentation:https://docs.ifs.com/techdocs/Foundation1/020_installation/400_installation_options/040_aurena_agent/

290

1 month ago

hreavisDo Gooder (Customer)

asked in Document Management (DocMan)

Attachment Viewer Displaying Partial or Blank PDF's

When we try to View attachments from pages like Posting Proposal or Sub Contract Valuation, PDF’s often display a blank or partial document. Here is an example of a 1-page document.This is what displays in the attachment viewer (obfuscated):And here is the document if I download it - you can see that the bottom half of the doc was missing from attachment viewer..Below are additional notes/testing I have tried: Seems to be across all users Seems to be across all browsers Still an issue in Incognito/InPrivate windows If you Download the document from IFS, you can see it in full If you Download the document and re-upload it, the issue remains where it doesn't display fully in the attachment viewer. If you Download the document, flatten it, save, and re-upload it, the issue remains where it doesn't display fully in the attachment viewer. If you Download the document, PRINT TO PDF, Save a copy, and re-upload it, the issue is RESOLVED.

191

1 month ago

ThejSidekick (Partner)

asked in Document Management (DocMan)

Change the Document revision from Released status to Preliminary status

Hi All,We need to change the status from Released to Preliminary for this document as the file needs corrections in the same revision. Please advice. Thank you

322

1 month ago

Ed22Sidekick (Customer)

asked in Document Management (DocMan)

Error during retrieving SQL command

Hello, I have problem with retrieving SQL command in IFS cloud. In Oracle db this SQL command in picture2 is working but in IFS in some cases is working but in some not. I want to put together values in columns “Superior Part No” and “Popis polo” in column “Nazov”. Where is no Superior No, there would be only “Popis polo” after that should be in column “Nazov” “32 PBA ELA” after that in pic3 is working, but when is in “Superior Part No” value 322 than there is in “Nazov” column 309 and not 322. Thank you for your advices

45837

1 month ago

AntonioInfoConsultingSidekick (Partner)

asked in Document Management (DocMan)

IFS.ai CoPilot in 24R1

Hi All,For most of the questions I have placed on the Chat section of the IFS.ai Copilot in 24R1, the response I receive is :Sorry, there are connection issues, so I can't answer right now. Please try again later. Fro Demonstration purposes, is there a particular way to word the question to receive a response ?

1281

1 month ago

paguinSidekick (Partner)

asked in Document Management (DocMan)

IFS Document Management Repository

Hello,IN IFS10, wanted to check if we can create document repository on another database instance.Kindly advice RegardsPankaj

364

1 month ago

mislamDo Gooder (Customer)

asked in Document Management (DocMan)

How to give permission of Work Assignment Information tree view to general user

HiI am having a problem give permission of “Work Assignment Information” tree view to general users. This tree view is under the window My Task ( under Service and Maintenance module, attached ) in IFSAPP10. I have already checked both presentation objects and Database objects in the permission set window but unable to find anything related with the text of tree view menu, so, unable to give permission from permission window. The users I am trying to give permission can access My Work window. Thank you

545

1 month ago

TIVMAGFRISidekick (Customer)

asked in Document Management (DocMan)

Ability to download media items

If you attach a document to (for eg) a work order you have the option to download the same clicking on a small download icon.If you attach a media item there seem to be no option to directly download the media file. Is this the expected behaivor or is this controlled by a permission or something similar?

753

1 month ago

JnewbrookeDo Gooder (Partner)

asked in Document Management (DocMan)

Adding a Document Parent to Folder

When adding a Parent Document to a Document Folder can you also add the child document at same time?

1 month ago

CaroleSidekick (Customer)

asked in Document Management (DocMan)

Import view copy with the create document assistant

Dear experts,With IFS Cloud 22R2, when using the create document assistant, the view copy (PDF file) is not imported in addition to the original document.On the contrary, if I check-in a document from the document revision window, the both files (PDF & original) are imported.Is it normal that it is not working with the create document assistant ? I remember that in V8, it was working.Thanks for your help

2479

1 month ago

MatrgDo Gooder (Partner)

asked in Document Management (DocMan)

JSON Error when attaching documents to expenses IFS APPS 10

Following an update, We are unable to attach documents to expenses. When trying to create the attachment we are getting an error ‘ File upload failed’ Expected property name or .’}’ in JSON at position 1 (Line 1 Column 2) Has anyone had this before

281

1 month ago

HurremogluSidekick (Customer)

asked in Document Management (DocMan)

Safety Copy in Document Management

Hi All,What does secure copying do for documents and how to use it?Can you inform me? Best Regards.

323

1 month ago

Page 2 / 34

Document Management (DocMan)

Badges

Sign up

Login to the community

Scanning file for viruses.

This file cannot be downloaded