Document Management (DocMan)

PIrelandSidekick (Employee)

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

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

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

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

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

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

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

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

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?

30 days ago

EntUviniGSidekick (Partner)

asked in Document Management (DocMan)

Save documents in different folders

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

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

Chamath KuruppuarachchiHero (Partner)

asked in Document Management (DocMan)

IFS Cloud missing Search Domains and Enterprise Application Search

Hello All,Seems IFS dropped Search Domains in cloud and because of that Enterprise Application Search is also not available which I believe a major function that affects DOCMAN.Any plans from IFS to consider this in cloud? If so any roadmap when this is going to introduce for cloud?Thanks,Chamath

1 month ago

Yathartha KarunanandaDo Gooder (Employee)

asked in Document Management (DocMan)

Is there a way to hide CAPA fields?

When ManageCapa is disabled for a user, he selects attachments > corrective and preventive actions > receives the error below:Is there a possible way to hide corrective and preventive actions from attachment tab, using permission sets or any other method?

1 month ago

Aravinda.PrSidekick (Employee)

asked in Document Management (DocMan)

The documents have attached in IEE for Supplier Purchase Orders, the clamps are not visible in most lobby elements in B2B.

Hi all,I am reaching out regarding the matter of attachment clamps not being visible in certain order lines within the B2B supplier Portal. Despite diligently following all prescribed steps, the issue persists within the customer development environment. Any assistance or support you could provide in resolving this matter would be immensely appreciated.The customer had recently updated to UPD 20, in which it worked correctly in previous update (UPD12)Document clamp sign is visible only in “Open Orders”, it is not visible in most lobby elements like "Open Order Lines", "Order Lines to Confirm" etc. in B2B portal. Work Notes/ findings in customer DEV Environment:1. The document must be released.2. The user must have at least view access.3. Referred permission sets should be granted.4. Navigated to Aurena Projections and Lobby Pages and confirmed DOCBB component is available with the granted projection DocumentHomeB2b. The issue was still there. Hence created,1. A new Permission Set "AUMA

1 month ago

luca.pucciniDo Gooder (Customer)

asked in Document Management (DocMan)

Download document with API

Hello,I’m searching for the API that download the document from the database.Do you know which one is ?Thanks.

1 month ago

PIrelandSidekick (Employee)

asked in Document Management (DocMan)

Digital Signatures, E-Sign, need for certificates?

I watched the you tube video and studied what I think is the extend of the information in our help documentation. In the old days, we needed to have a certificate registered for the person who is doing the signing. I don’t see references to needing a certificate in the help documents but I do see a Signing Certificates section within the Solution Manager. Is that what I’m thinking about?How does all the work? Do I need to have a person who is signing a document have to be registered as having a signing certificate. How about for Internal vs External Users?Is there a place when I can see the whole story behind the use and setup of this functionality? Patrick

1 month ago

PatanmDo Gooder (Customer)

asked in Document Management (DocMan)

Unable to upload document in IFS

Hi,While uploading the documents in IFS i am getting the below error, can you please check and confirm what it is and why it is coming. Regards,Patan M.

1 month ago

Chamath KuruppuarachchiHero (Partner)

asked in Document Management (DocMan)

Document Transmittals on Send and Receive of Documents

Hello Team,I am looking into this Document Transmittals solution and its interesting.I have a doubt on how these documents are send or receive. In here documents can be sent as a hardcopy, by e-mail or shared on an FTP server.Does that mean if we use Email, then we can send the documents through application messages? Or is this function just for the reference purpose? I searched thorough community as well and mixed messages were there. Thanks,Chamath

1 month ago

onur.namliDo Gooder (Employee)

asked in Document Management (DocMan)

Storing Documents outside or inside of the Database

Any advice on following question from one of my customers?One of our IFS Cloud customer (Current Version 22R2) learnt that they can store documents in the database or outside of the database. Currently they store documents in the database. They are looking for a detailed information to understand consequences of these two options. I would like to know if we have any documentation that I can share with the customer.@Mathias Dahl : any advice from your side would of course also be very welcome 😀Thank you in advance

1 month ago

Vaughan SpoonerDo Gooder (Customer)

asked in Document Management (DocMan)

Records Management functionality

Good day,Does IFS have Records Management capability in respect of retention and disposition?

1 month ago

ArcPierreLSidekick (Partner)

asked in Document Management (DocMan)

DOCMAN - delete obsolete documents with API

Hello, I look forward to delete in batch some old document revisions.I expect to do this by planning a Migration Job that would execute some APIs at a given frequence (1/week). To do this, I need to use the proper API to delete the file from IFS and remove it from the DB.As I have no possibility to view if the file is deleted from the DB or if it’s only the information on Document Revision “File ref” tab that is suppressed, I’d like to know what is the API to use.The information I have is : Delete document file : EDM_FILE_API.Delete_File_ Delete document revision : DOC_ISSUE_API.Remove__==> Are these the right APIs to use ?NB : There is of course some other tables to deal with (e.g. object connexions), but it’s not the main purpose of this post.

1 month ago

DrausenhausSidekick (Partner)

asked in Document Management (DocMan)

Off loading documents from IFS Application Database

Any advice on following question:Company currently stores documents in the database (App9 managed cloud). Due to the number and type of documents (many work order connected photo’s) the database has grown to 4 TB! Without the documents DB size is < 1 TB. Because of an upgrade to IFS Cloud we need to shrink the database before migrating and question is: how can we off load the current documents?(With IFS Cloud we will use Azure File Storage, or any other storage ouside the IFS database)@Mathias Dahl: any advice from your side would of course also be very welcome 😀

1 month ago

barnerDo Gooder (Customer)

asked in Document Management (DocMan)

DOCMAN - Attach one existing document to several objects/sales parts in one operation

In App9 we could search for a set of SalesParts and then attach one Existing Document to all selected/found objects in one operation. We use it to attach the same document to several SalesPartsThis functionality was changed in Cloud and is deeply missing. We have e.g. 20 sales parts that shall be connected to the same document – and this not done by one/or to click.Today (cloud 23R1 SU6) we do following steps to attach one ExistingDocument to several SalesParts:Find all SalesParts that shall be connected to an existing document (1) (in Sales Parts window) Click on «Stample/Attachmens» «Attach existing» In the side panel you can select an existing document – by default you can search by TITLE (and not a Doc_no!)Step 2-4 must be done for each SalesPart, one by one(!) Do anybody know how to do it more efficient?It could help if we could write doc_no in «Attcha Existing Document» drop down list, instead of seraching by titles or use «search panel» for each time we attach the same document.

1 month ago

CGMRUNALDo Gooder (Partner)

asked in Document Management (DocMan)

Required a booklet with all the error message in IFS Cloud, for all the domain and their recommended resolutions

can we receive a booklet with all the error message in IFS Cloud, for all the domain and their recommended resolutions

1 month ago

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Document Management (DocMan)

681 Topics

IFS to Sharepoint integration.

Unable to view the documents

Error in Viewing the document attached

Attachment is not shown only for Documents lobby in B2B portal

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

Document won`t open from Document Revision (pdf)

Document Detach Unsuccessful

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

Document Attachments and new Outlook

Invoice Print - No attachment

Save documents in different folders

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

IFS Cloud missing Search Domains and Enterprise Application Search

Is there a way to hide CAPA fields?

The documents have attached in IEE for Supplier Purchase Orders, the clamps are not visible in most lobby elements in B2B.

Download document with API

Digital Signatures, E-Sign, need for certificates?

Unable to upload document in IFS

Document Transmittals on Send and Receive of Documents

Storing Documents outside or inside of the Database

Records Management functionality

DOCMAN - delete obsolete documents with API

Off loading documents from IFS Application Database

DOCMAN - Attach one existing document to several objects/sales parts in one operation

Required a booklet with all the error message in IFS Cloud, for all the domain and their recommended resolutions

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