Document Management (DocMan)

685 Topics

CorGreggBDo Gooder (Partner)

Document Revision - Multiple Sheets - Connect to Object

After I create a Document with Multiple sheets, and I want to connect all the sheets to an Object, I have to manually connect all sheets to the Object. I can utilize the Document Revisions screen and select all the sheets for the Document Revision and the Connect to an Object. If Document Sheet 1 is already connected, and I create new sheets after the connection, I can connect automatically using the New Sheet Wizard. Is there a way I can connect Document Sheet 1 to an Object using the Connect Object button on the Document Revision screen and all the other sheets are automatically connected to the Object? Our process is to load all the sheets first and then connect to the Object. Thanks,Gregg

29 days ago

SrikanthSuperhero (Partner)

asked in Document Management (DocMan)

DOCMAN documents cleanup in Apps 9

Hi,We are are looking at ways to automatically clear out obsolete documents stored inside the database.One of the posts suggested setting this parameter in Document Default Values: How does the cleanup work once this parameter is set?Is there is a Scheduled Task which is running or needs to be enabled?

29 days ago

Mathias DahlSuperhero (Employee)

posted in Document Management (DocMan)

Deprecation of the FTP and Shared repository types in Docman in 24R1 - a heads-up

Deprecation of the FTP and Shared repository types in Docman in 24R1 - a heads-up This is a heads-up on IFS deprecating support for the FTP and Shared repository types in Docman in IFS Cloud 23R2, for complete removal in 24R1.If you have customers using these two repository types today, you should plan for migrating to Database or File Storage.If you are planning to implement this in Remote Deployment in IFS Cloud right now, you should reconsider, and use File Storage or Database.In Remote deployment, File Storage will still have support for local/external storage (outside the database) by supporting SMB/network shares. BACKGROUND Back in the day, Docman started out with support for "external" file storage via our support for FTP and Shared (folders) as the only repository types. Later, Database storage was added upon request from customers. And, much later (IFS Cloud 21R2), IFS Cloud File Storage was added as yet another repository option where, initially, File Storage was limited to

1 month ago

CAMHDMSDo Gooder (Customer)

asked in Document Management (DocMan)

Document revision print/download history

Hello,I have been looking into how to trace the download and/or print of document revisions. I have been looking at report archive and that appears to only log operational reports. Is there a way to track what is being printed or downloaded from document revisions?

1 month ago

WynandDo Gooder (Customer)

asked in Document Management (DocMan)

Mass upload of Legacy document numbers in Cloud

Good day community.We have a client that is implementing Cloud and need to migrate 10 000 plus documents from legacy, along with their existing document numbers.In Apps 10 it was possible to upload multiple files at once using the File Import screen. On here it was possible to change the document number to a legacy number when uploading new files In Cloud I believe the same can be done using Create Documents.However, it allows me to create documents and to enter Legacy Numbers but once I save, it returns this error: If I leave the number column blank, it generates the documents without issue, using the automatic numbers, which we don’t want. This is not Document Class related as the Create Document Assistant and creating Documents via Revisions allows me to change the number. The other option, Document Upload screen does not have an option to change the Document number. Is there something We’re missing or alternatively, how would we migrate the documents into Cloud using the legacy n

1 month ago

LsyPawelZDo Gooder (Partner)

asked in Document Management (DocMan)

Problem with saving a file in a repository of type "File Storage"

I've created a file storage repository and when creating a revision of a document, there is a problem with saving the file. When I try to write, I get the error below. The repository configuration looks like below. In addition, I changed the settings here. Should I set anything else?

1 month ago

hreavisDo Gooder (Customer)

asked in Document Management (DocMan)

Change PDF Name for Downloaded Document

When I download a PDF invoice, the file name is a concatenation of our Document Title + Repository File Name.How can we change this so that the downloaded PDF does NOT include the repository file name? This is a file that can be manually sent to our customers, and the file name is confusing - it makes it look like the invoice number is the document number.

1 month ago

LKACH

asked in Document Management (DocMan)

Approvals in Lobby

Dear Community,We are new at making lobby pages and right now we are having a challenge with the DMS approvals.In Apps 9, we have an advanced query as saved search on the start page, where the logged in user can see all pending approval steps assigned directly to User-ID and person groups (when member of one).Does anyone have an idea how this could be realised with a lobby data source+element in IFS Cloud?Approvals pageThank you very much for your support.Best, Lidija

1 month ago

Tharaka_DilanthaDo Gooder (Customer)

asked in Document Management (DocMan)

Error

I got following error in app 9.”GT lot entered does not belong to the barcode order”

1 month ago

malmeewalaDo Gooder (Partner)

asked in Document Management (DocMan)

DocumentRevisionHandling.svc/CopyFileToNewRev PROJECTION_IMPL_EXCEPTION

Can't execute "CopyFileToNewRev", return error. I need to execute API to create Copy file to new revision. Need guidance.POST - https://myserve/main/ifsapplications/projection/v1/DocumentRevisionHandling.svc/CopyFileToNewRev

1 month ago

DominikaM

asked in Document Management (DocMan)

automatically delete documents DOCMAN

Hello, Do you know a way to automatically delete documents with a specific document class and status? we need to determine the expiry date of the document and after that date remove it from IFS

1 month ago

ViitatiSidekick (Partner)

asked in Document Management (DocMan)

Invoice Print - No attachment

Hi all, I am performing “Print Invoice” for an Instant Invoice.This won’t generate any Invoice document for Attachment. When user has Media Code “E-invoice” and I perform “Send Invoice”, I can see the attachment attached to invoice. Any help, how invoice’s PDF is attached to attachment too, when performing Print Invoice?

1 month ago

BISDo Gooder (Customer)

asked in Document Management (DocMan)

Structuring Document Templates

hi,we are in the early days of figuring out how to make the most of Document Management System (DMS) in IFS. For now, we have used local drives/OneDrive/Sharepoint and other applications to store documents, and templates.I am now on the look for knowledgesharing as for how you have approached the challenge of how and where to archive document templates in IFS (document templates that support our product development process.) Template examples: Project Brief, Project Change Request, Functional Description, Cause & Effect, Requirement Specification, Request for Quotation, and other templates that we use across project team. Thx for your time/Bitten

1 month ago

Aravinda.PrSidekick (Employee)

asked in Document Management (DocMan)

Error in Viewing the document attached

Hi all 😊,The customer has a problem with previewing attachments in APP10 Aurena. This is a widespread issue in many fields. When you click the preview button, and error message displays as below.The problem affects all users.The strangest thing is that the preview of the same attachments works in Enterprise Explorer, so it is not a problem of permissions or incorrect paths.Relevant technical logs are in attached files.Any idea on how to fix this issue is highly appreciated.Product Version: UPD15Thank You 😊

1 month ago

DeanBurellDo Gooder (Partner)

posted in Document Management (DocMan)

Reinstate support for external document repositories and mulitple repositories

R&D has decided to drop support for external document repositories which has been core capabilities for at least 20 years. See linkhttps://community.ifs.com/topic/show?tid=39710&fid=248This functionality is critical in a number of ways as it enables the following use cases. This will affect any customers that serve A&D, Utilities, and other industries where they have a need to have elevated security for some documents. This will also negatively impact customers that have multiple legal entities that have implemented separate repositories to keep their physical documents separated. In addition this will affect any customer that has multi country country requirements to store data locally.Overall this will also affect the marketability of the IFS hosted cloud to both existing and new customers.Below are some use cases Use case 1: Customer manufactures dual use products and technologies and sells to both commercial and defense markets. They have some ITAR requirements fo

1 month ago

PIrelandSidekick (Employee)

asked in Document Management (DocMan)

IFS to Sharepoint integration.

I’m reading a post in Community Ideas Ability to connect documents stored in SharePoint to IFS Document Management attachments.That has a comment from Martin Harris as follows, it was 4 months ago:Reply by - Martin HarrisMany thanks for this suggestion, it has been promoted to a requirement for inclusion in a future release. Martin Do we know what future release this is slated for? Patrick

1 month ago

CHAITRA_MUTTALLIDo Gooder (Partner)

asked in Document Management (DocMan)

Use BLOB/CLOB datatype as an input parameter for an action through JSON in REST Integration IFS Cloud

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

1 month ago

IniNaadiJSidekick (Partner)

asked in Document Management (DocMan)

Unable to view the documents

Hi All, Expecting your valuable advice on this: I get the following error when I open the document attachments.All the necessary access to the persons groups which is relevant to the document class is already granted.(Document basic data -access provided)Permission sets have been provided to the users.Document status is unlocked and check inRefresh security cache and restarting already doneOther documents for the same class can be viewed. IFSAPP can be viewed this document but the users who have access to this unable to view.Have I missed anything else? RegardsNaadira

1 month ago

YuwinDo Gooder (Employee)

asked in Document Management (DocMan)

How to access Object Connection page (in App10 IEE) from IFS Cloud?

Different tabs in the Attachment section of a Page such as, Document, Approval Steps, Media, etc. can be enabled from the Object Connections page by adding these options to the Service List of the particular Logical Unit. However, I cannot seem to find this page in IFS APP 10 Aurena or IFS Cloud versions. How can I do the same thing in these versions?

1 month ago

Asela MunasingheSuperhero (Customer)

asked in Document Management (DocMan)

Changing the Document Class for a set of documents after a perticular date

We are planning to change a Doc Class via a script for a set of documents checked in after 1-1-2015. Is this possible?

1 month ago

MelanieSchmiedelDo Gooder (Customer)

asked in Document Management (DocMan)

Document won`t open from Document Revision (pdf)

Hi Community! I have a user who is not able to open a document in view mode from Document Revision.He is listed as an admin on the document, but when he clicks “View Document”, nothing happens. No error message, nothing.First, I suspected that it is the browser preventing it - he is using Edge - but he can open the the (PDF) file from another window - called “Document Details”. (Approval Process)And, he can open it from the Document Revision form when he is in private or incognito mode.Any idea why this is happening? Kind regardsMelanie

1 month ago

Nethmini KosvinnaSuperhero (Employee)

asked in Document Management (DocMan)

Error: The Obj Connect LU Transform does not exist, when trying to attach a Media

Hi ,When an Object Connection Transformation is defined for service: DocRefenceObject , service MediaLibrary is also affected. Is there any reason for this behavior? Can this be a bug?Please refer the document for the steps followed.Thanks,Nethmini

1 month ago

Aravinda.PrSidekick (Employee)

asked in Document Management (DocMan)

Attachment is not shown only for Documents lobby in B2B portal

Hi 😊,I’m having an Issue of not showing the atachment only for Documents lobby (even the counter is shown) in B2B Supplier portal. I wonder why this happens only for this lobby element while the rest is okay. Any idea on how to fix this issue is highly appreciated. Thank you 😊

1 month ago

ronhuHero (Customer)

asked in Document Management (DocMan)

Document Detach Unsuccessful

Community, We are trying to detach document from Engineering Part Revision window, but system prompts error, see below, any idea how to fix this?

1 month ago

sandra.waudDo Gooder (Customer)

asked in Document Management (DocMan)

Document Attachments and new Outlook

Does IFS support “New Outlook” - we have some users that have switched over to the new Outlook and everytime they try to open an attachment they get the pop up stating “This action isn’t supported yet - The New Outlook for WIndows doesn’t currently support this action. You can switch back to Classic Outlook for WIndows and try again”

1 month ago

Page 2 / 28

Document Management (DocMan)

Badges

Sign up

Login to the community

Scanning file for viruses.

This file cannot be downloaded