Document Management (DocMan)

przy próbie dodania załącznika w formie dokumentu lub pliku, pojawia się komunikat:“Edytowalna flaga transformacji połączenia obiektu jest ustawiona na Brak. Nowe połączenia są niedozwolone.”Pytanie: Gdzie znaleźć tą flagę , która za to odpowiada?

Hi All,I noticed when running tests that there is a discrepancy in IFS Cloud when it comes to creating a new Document from a Document File Template.According to IFS Cloud Documentation, anyone who wants to use a template requires view access to the Document Revision acting as the Template.This holds true for the page New Document from Template, where I can only see the templates that I have access to. However, it is not true when I try to initiate the same action via Attachments - New Document from Template on any business object, like a Document Folder or Work Task.In these cases, I have the full range of templates visible and can move on to naming the Document. However, when I try to finalize, I finally get the error message.This is very confusing and will likely impact how well the module is received by new users attempting this.Is there anything that can be done so that creating from a template through attachments hides una

Why does IFS not provide the basic Macros in new installations?Is anybody able to share the standard Word and Excel Macros that IFS use in their sales demonstrations?

Hi All, in 25.2.2 I’m trying to use the Scan Delivery Note functionality.https://docs.ifs.com/ifsclouddocs/25r2/lang/en/?openpage=https://docs.ifs.com/ifsclouddocs/25r2/lang/en/Receipt/AboutScanDeliveryNote.htmIt all goes well until I try to finish the process when I get the error message that DOC_CLASS is mandatory. There is no field to set Doc_Class. I also looked into Document Default Values / Object Properties / System Params looking for a  way to define a default doc_class for the scan delivery note functionality.​@Mathias Dahl do you have hints on this? Could this be a bug?Below are the steps to reproduce this:Step 1 - attach a PDF - delivery note - there is no field for DOC_CLASS th

The customer wants to direct his share-point documents to IFS application through an BIZAPI integration (using an XML file). Like we can attach oracle path/local documents by just giving the file path (eg: C:/IFS/PROD/PDM/ABCDE123.pdf) through an object property , is there any method we can use in this scenario to attach those share-point documents? If there’s no any way, what is the best approach we can give to the customer as a solution?

Can a timestamp be added to the distribution history to see when someone has clicked 'Read'? Is there any other way to know when they click 'Read'?

How can we distribute the same documents to another user? If we duplicate them, do we need to change the user ID in each document? Is there any way to do this quickly? For example, if there are 50 documents, we would have to change the user ID 50 times.

How do we know if someone has clicked Read for distributed documents in IFS 23r1?

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: 

The attachment pane has another title in one environment. Does anyone know where I can configure this setting ? It has the title “Category “ this has the title “Documents” in other environments.   

Hello,Is it possible to define the viewer's default display type for PDFsBy default the viewer open file in “Fit Width”. I would like to obtain a “Fit to page” display. 

Hello, we have an intercompany issue… where I have a Slovak customer order that is divided into several items within package part structure and afterwards, these package part structures are transffered onto the internal customer order. I can transfer the documents onto the package part structures but I cannot transfer already transffered documents, correct? Any solution? Does anybody has already BPA solving this by any chance?  Thank you,Best RegardsPetaKu   

The e-sign functionality is only supported in IFS Cloud Services deployment. Remote or On-Premises installations are not yet supported.Is there a plan to support this for remote?

Hi,I would like to replace the ordinary attachment panel for uploading files, with a drag n drop zone in a screen.How can I do that?

Hi,We have recently cloned the PROD to UAT. Now I am using the Aurena Agent for Excel attachments in UAT. Attachment, Creation of file work correctly however, When I refresh the file, I get the data from PROD rather than UAT, How should I fix this, I believe there is something to change in UAT

Hi,We are looking for a way to import documents from a shared folder or local c drive into IFS cloud document management.Tried using Cloud File storage Migration Tool (FS Mig Tool) but seems it is most suitable for environment-to-environment migration.The documents need to be attached to the corresponding business object screens under the attachment section. Importing them manually one by one would be time consuming, so we are looking for a batch import approach.Any suggestions would be greatly appreciated.Thank You!

Hi IFS Community, We are going to move documents from DB to FSS via ‘Transfer Document’ assistant. The customer is a live customer hosted in IFS Managed cloud and therefore we do not have access to File Storage. Then I have a major concern on what will happen if any technical failure happen ? Is there any chance of happening technical failure during the transfer.  I have analyze the code and here are my findings.Back ground job created for ‘EDM_FILE_API.Batch_Process’ and then execute Batch_Transfer_Handler_API.Move_From_Db_To_Fss. This create application messages to transfer each file to FSS. Then the IFS connect logic executes as below.I would like to check whether is there any chance of executing modifyLoactionName without executing actual logic for physical file transfer. The location Name in Edm_File_Tab will be changed when ‘modifyLoactionName ’ executes. 

The user is intermittently unable to create Field Activities, as the system returns a negative acknowledgment along with error messages. (25R1)The issue: Occurs sometimes and only for some users Cannot be consistently reproduced Does not occur every time the action is performed Test steps to replicate the issue - Navigate to the page “Prepare work order” and select a work order Go to the bottom of the page to the Attachments section Select the DOCUMENTS tab Click the New Document button Attach the PDF and click OK

24.2.6I have configured the following for a Document Folder in Document Defaults per Object. Using the New Document command in the Attachments panel, this works as expected, pulling in the default Doc Class in the Create Document Assistant. Using the New Document command in the Documents tab of the folder, however, does not pull in the default Doc Class in the Create Document Assistant. Also missing here in the Assistant is the Attach to Object Panel in the Document Information step.

Hi,I’m looking for documentation/information on how to use standard field “Responsible Department” in Document Revision:We want to enrich this field with information on which department the documents Responsible Person is working for. Can this be enriched from Organizations in My Employees Assignments?Jan Henning

Any tips to change the order of the Object Connections?  This is how it’s displayed todayWe would like to get the order that is defined in Default definitions -Documents, Events, Map Positions and Media to improve the usability as intended in standard.Have tried to apply defaults and edit the order of the service list without any luck   (We have the same issue in  24R1 SU12)

 HiWe've managed to retrieve data directly from the document view. If the document is connected to a client, I need data from that client, such as their name. Is this possible?I've attached what I'm using to capture variables within the document view, but I can't figure out how to retrieve data from another connected entity.    d1 = CStr(ScriptValues.Item("DESCRIPTION2").Value)  d2 = CStr(ScriptValues.Item("DESCRIPTION3").Value)  d3 = CStr(ScriptValues.Item("DESCRIPTION4").Value) 

I am facing an issue in IFS Cloud 25R1 when trying to use Media Items. 1) After creating a new Media Item and saving it, I receive the below error. We see this error in both scenarios either we have the object property Repository Value set as "Database" or “File_storage”, “Restricted File type” 2) Additionally, when attempting to upload an image to the Media Item, with the object properties Repository Value set as “File_storage”, I get the following error “Failed to upload file to storage location.” We did not face this issue in 23R2 but after the upgrade we see the above issues. I would like to understand:Why I am receiving these errors during Media Item creation and image upload?What could be causing the “Restricted File type” message?How can this issue b

Outside of using history logging or working through the documentation page, is there a way to reset the Document Default Values in Basic Data to the original settings of when the system was installed? This is the master list, not the settings in Document Class Management.

I write to ask you if you, can explain, for what reasons - when a document is uploaded to IFS that the Original File Type may appear as N/A?I have tried viewing documents with Original File Type N/A and am unable to view them, I receive a "Restricted File Type" error when clicking View Document.My initial thinking on this would be that a user attempts to upload the document, something goes wrong in the file transfer process and as a result IFS ends up with an uploaded file that it cannot understand.Can you indicate:1) Are there any other reasons, besides an upload going wrong, that cause a document to be assigned file type N/A? If so, what are these reasons?2) Has IFS ever given consideration, if N/A file type documents are a result of uploads going wrong to presenting user with a prominent messag