Document Management (DocMan)

We are currently in the process of migrating documents stored in SharePoint to Azure file storage. Our aim is to retain the current folder structure that matches the document class within SharePoint. However, we have encountered some challenges along the way.I came across some information regarding the relevance of this process. Could you please confirm if this information is still applicable for version 25R1.7.  Any insights or guidance you have would be greatly appreciated, as we want to ensure a smooth transition.  

I have a media item setup in an equipment object.I want to change it. I have deleted the media item, but the previous media item is still visible and I cannot change it.   

IFS Environment: Apps 10 UPD14.I created a Boomi process that uploads a file into the document attachment section in IFS.This was done using the Boomi HTTP Client connector using method PATCH.  I was wondering if this could also be done using the Boomi IFS Aurean connector?Projection: CreateAndImportDocument Object: EdmFileSet

I am working with IFS Report Rules (Sign PDF action) and need to apply a digital signature on the last page of a report where the page count is dynamic. I tried using options like “LAST” and “-1” for page selection along with correct coordinates, but the signature only works when a fixed page number is provided. It seems that Report Layout handles pagination while Report Rules run after PDF generation, and the Sign PDF action does not support dynamic page targeting. I would like to know if there is a supported way, best practice, or workaround to always place the signature on the final page without hardcoding page numbers. 

Is it currently possible to lock down items in the attachments pane on the Change Order screen once the CO is in a certain status?For example, once a CO has gone from ‘Analyzed’ to ‘Approved’, items in the attachments pane can no longer be added, removed, modified. We are in the Apps10 environment - Thanks in advance.  

Cloud File Storage Migration Tool can be used to migrate media items from older releases into Cloud File Storage of IFS Cloud release.But I didn’t find an information that the tool supports archived media items in the source system.Can Cloud File Storage Migration Tool also be used to migrate archived media items even if it’S not documented?If not, what would be a practicable way to migrate archived media items in Apps10 to Cloud File Storage in R24?The volume of media items is extremely big (several TB). Therefore, it’s not an option to first migrate all media items to the Apps 10 database before running the Cloud File Storage Migration Tool.

Hi,We have setup docman  in a new cloud environment and customer migrated all of his documents over to new drive as well. After the new setup, customer can attach new documents and can review old documents without any issue.Questions When we check the File Storage, all documents are going in one folder ‘DocMan’ in the folder newly created and customer wants to save documents in different folders like below. Any documentation on how we can do a setup using File Storage repository type that fulfills customer requirements?     2. When examining the document names within the folder, they appear in an unreadable format. How can we store them in a manner that is readable and easily understood? Many thanks for your inputs on this issue.Best regards,Uvini

Hello Community,Does anyone share how to use the following functionality. And is there any ifs technical document to setup this?   With Best Regards,Jewel Parvez

Hi all,I'm trying to attach a file (PDF) to a Purchase Requisition through REST APIs in IFS Apps 10, using Postman for manual testing before moving to code. I've identified CreateAndImportDocument.svc as the right projection (confirmed by inspecting Aurena's network traffic), but I'm stuck on the file upload step.What works so far:Calling the CreateDocument action successfully creates a document header:  POST {baseUrl}/CreateAndImportDocument.svc/CreateDocumentContent-Type: application/json{ "DocClass": "900", "Title": "Test Attachment", "CreateFileRef": "TRUE"}Response returns the new keys:  json{ "DocClass": "900", "DocNo": "1000109", "DocSheet": "1", "DocRev": "A1"}Where I'm stuck:After creation, querying EdmFileSet for the new document returns an empty array:  GET {baseUrl}/CreateAndImportDocument.svc/EdmFileSet?$filter=DocNo eq '1000109' and DocClass eq '900'→ { "value": [] }I tried several values for CreateFileRef (TRUE, true, Y, 1, a filename) — none of them produced a fi

Hello,  I want tu customize the “Attachement” panel. And rename it to “Attachment and approval process”I do not find these settings in the pagedesiner.  

Hi all,I’ve hit a snag while configuring document access in IFS Applications and would appreciate some clarity from the community.Scenario: I’ve set up two access groups via access templates: one for Read and another for Write. Users in the Read group can see documents as expected. However, these same users are able to detach documents—both those they’ve created and those created by others. My understanding is that ‘Read’ access should prevent any action beyond viewing, so detaching feels like a breach of the intended restrictions. What I’ve Checked: Restricted Access is set to Yes/ON for the document class in question. The permission set assigned to the Read group does not include the Document Administrator role or any roles that should permit document changes. The templates and group memberships have been reviewed and double-checked. Expected Outcome:Read users should only be able to view (download/preview) documents. Actions like detaching, deleting, or editing should not

Hello, I would like to ask, how to setup few restriction to users with View access in certain Document class. I have user IC.TEST that have View Access to bellow document but he is able to do several strange actions to the document that should not be allowed.Could you please check and advice how to not allow mentioned actions bellow:Generated Access ResultsIs it possible to restrict edit, delete and unlock options for object connections in tab Objects in Document revision for users that have granted View access through certain Document Class ? If it is possible, could you please recommend me how to set up ?   Second related question is how to disable access to Copy/New option Copy Document Title also for the same specific users with View Access ?   Third related question is how to disable access to Copy File To in File Operations also for the same specific users with View Access ?   Thanks in advanceRoman Rekem

In 25R1, has anyone used the Document Macros functionality to extract a media image from an object in IFS and insert it into a Word document? I’d be interested to hear your thoughts on whether this is feasible.  

Dear community, Has anyone implemented an email notification system in Cloud 23R2 to alert users when a document’s approval routing has been pending for more than a defined number of days?!--endfragment>!--startfragment>Given that we have the ‘days elapsed’ information for each approval step, I’m convinced it should be possible to implement this using a scheduled database task, but I’m not entirely sure how to proceed!--endfragment>!--startfragment>Thanks for your help

DearsWhy the user IFSAPP can't attach document using DOCMAN ?  Thanks in AdvanceSBM

From what I have read, when a Document Structure is Released with Released Documents in the Consists of Tab, the Structure Documents are Locked.  To Revise a document in the Consists of tab and Replace the previous Revision, the Parent Document Revision needs to be Revised.    When creating a New Revision, there is a statement saying You cannot replace a revision on a parent that is Released or Approved.  There is a statement saying You can always replace the revision later (manually) if you change your mind.  Is this statement in regard to the previous statement regarding replacing a revision on a Parent that is Released or Approved?Once the new subdocument is Released, On the Parent Document, on the Consists of Tab, there is an option to Replace Revision and you can replace a sub document on a Released Revision.   Is this a bug?  Is there a setting to not allow any new subdocument revisions unless the Parent Document Revision is revised?We want to lock down the revisions of the subdo

Hi,Below is an issue raised by a customer,“Document Revision is NOT created and attached to ProjectInvoice object when using the “.rep” layout in Report Rule.”They need documents (pdf)  that will be produced from an operational report and attached to ProjectInvoice object and would like to use Report Rule to set this up.A Report Rule was created for the original PROJECT_INVOICE_REP with some hardcoded values for testing.When testing the print job functionality for the report_id_ := ‘PROJECT_INVOICE_REP’ and layout_name_ := 'ProjectInvoiceRep.rdl', the result pdf is visible in Report Archive, the document is created and attached to the ProjectInvoice object, so the Report Rule works fine.However, Document Revision is NOT created and attached to ProjectInvoice object when using the “.rep” layout in Report Rule.The result pdf appears in the Report Archive and it looks as expected, but no document has been created by the Report Rule.Why is .rdl ok to create Document Revision and .rep is no

Add as many details as possible, by providing details you’ll make it easier for others to reply

Hi,I have two questions regarding Transmittals in Document Management in IFS Cloud:1. Email recipients not added automaticallyWhen sending transmittals by email, the generated Outlook email does not automatically include the customer/supplier as recipients.I believe that email addresses have been entered in all relevant places (customer and contact person).If there is a specific location or setup where the email address must be defined for it to be picked up in the transmittal, please let me know so I can correct it if needed. 😊2. Handling larger transmittalsI am currently evaluating solutions for larger transmittals.The customer can send/receive up to 150 MB, but typical email setups are limited to around 35 MB.Therefore, we need another solution than email for sending larger document packages.What are the recommended approaches in IFS Cloud for handling large transmittals? Are document links or external sharing supported/recommended?Any guidance or best practices would be appreciate

In 25R1, I am trying to add a comment to an Outwards Transmittal. I cannot figure out how to do this, The Steps I followed are :1.Create Document Transmittal 2.Connected to a Project3.Entered Expected Send Date and Expected Latest comment days as today4.Connected Report to Transmittal5.In the Files to download section , Original and Comment files were enabled6.Added Documents to the Transmittal7.Documents were Quick Released8.Changed the Status of the Transmittal to Sent9.Added Acknowledgment10.Status was changed to Acknowledgement Received11.??? Need to add Comment - NOT SURE HOW TO DO THIS ?  

I have provided access to view documents of particular document class in IFS. Still users are able to attach the document in IFS for that document class.

Hi,can you tell me, pls, what the REPLICATED field is for …(IFS Cloud, Application service update: 25.1.9)Thanks a lot!Vít 

Hi, I want to hide the Corrective and Preventive Actions section only for some users. I could not find any permission set that can be used to hide this. 

Hello Community, Can anyone tell me what's the functionally document transmittal feature when distribution method is Email/FTP?And Is there any setup guide available? With Best Regards,Jewel

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?