Document Management (DocMan)

This will include questions related to document management.

  • 684 Topics
  • 3,093 Replies

684 Topics

D
Sidekick (Partner)
DalShiloZSidekick (Partner)
asked in Document Management (DocMan)

System.Runtime.InteropServices.COMException (0x80004004)

************** 例外テキスト **************System.Runtime.InteropServices.COMException (0x80004004): 操作は中断されました (HRESULT からの例外:0x80004004 (E_ABORT))場所 Microsoft.Office.Core.COMAddIn.set_Connect(Boolean RetValue)場所 Ifs.Application.ExcelReporter.AddInManager.GetConnectionAddInObject()場所 Ifs.Application.ExcelReporter.AddInManager.SetConnectionAddInProperty(String name, Object[] values)場所 Ifs.Application.ExcelReporter.ReportLoaderOperations.PerformBasicValidationOnLoad()場所 Ifs.Application.ExcelReporter.ReportLoaderOperations.LoadReport(IUiCallback uiCallback)場所 Ifs.Application.ExcelReporter.MainWorkbook.ThisWorkbook_Startup(Object sender, EventArgs e)場所 Microsoft.Office.Tools.Excel.WorkbookImpl.OnStartup()場所 Ifs.Application.ExcelReporter.MainWorkbook.FinishInitialization()場所 Microsoft.VisualStudio.Tools.Office.Runtime.DomainCreator.ExecuteCustomization.ExecutePhase(ExecutionPhases executionPhases)場所 Microsoft.VisualStudio.Tools.Office.Runtime.DomainCreator.ExecuteCustomization.Microsoft.VisualStu

1
Manoj Ruwanhewa
Superhero
2 years ago
H
Hero (Partner)
Hans AndersenHero (Partner)
asked in Document Management (DocMan)

Docman, handling multiple files as a block

Hi all,We have a program that takes a single file as input (E.g. dxf). Doing execution it creates some additional files in the same directory.When we attach the files, we can drag them into IFS and it looks like this.The problems is to edit the files again. The program execute on the cur-file, but needs the other 3 files.How can we edit the cur file and download the 3 other files in the process?

14
H
Hero (Partner)
3 years ago
hasithdeshan
Do Gooder (Employee)
hasithdeshanDo Gooder (Employee)
asked in Document Management (DocMan)

Can we add sharepoint documents to Document Revision?

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?

9
A
Hero (Partner)
1 year ago
B
Do Gooder (Partner)
BrianBloorDo Gooder (Partner)
asked in Document Management (DocMan)

DOCMAN - Upload .png/.jpg file to IFS Cloud

Hi, I am currently working on a project to simulate a signature handling process relating to customer order deliveries. The customer signs for a delivery which marks the order on the IFS Cloud 21r1 platform as delivered but I cannot use the MediaLibraryAttachmentHandling.svc and its end point [PATCH] /MediaItemSet(ItemId={x}) According to Fiddlers traffic logs ( and when a file is inserted via aurena’s UI ).There is an extension of this endpoint ‘/MediaItemSet(ItemId={x})/MediaObject HTTP/1.1’ with RAW data being passed as binary format of a .png image. There is no JSON body being attached as per the IFS API documentation. I am stuck at a point where I cannot understand how I can pass binary data in POSTMAN to this same endpoint. The API documentation isn’t providing any example other helpful instructions as to where the binary gets inserted so it can be passed to IFS’s database. When I copy the application/octet-stream used from the fiddler data, IFS returns a not supported error mess

13
Mathias Dahl
Superhero (Employee)
2 years ago
M
Do Gooder (Employee)
MAFLSGDo Gooder (Employee)
asked in Document Management (DocMan)

Document Management

 When uploading one or multiple documents with specified document class, can system automatically place these documents into a document folder without manually specifying which folder? This means that document folder has been setup to be mapped to a document class.  Can a user or user group be given access to a Document Folder instead of by Document Class? If yes, once the user logs in, can the user only see the document folder where user has access to?  Can a person/person group see/filter only the document class that user has access to?   Is there a self-service portal for users - with a lobby where they can see only documents, document classes and document folder that user has at least view access?  Is it possible to see how many/what document views/downloads a user has done?  Is it possible to define the validity of user access to a document class/folder by person group instead of by person?  External customer would like to subscribe and view documents, but only document in specifi

2
Mathias Dahl
Superhero (Employee)
3 years ago
Mathias Dahl
Superhero (Employee)
Mathias DahlSuperhero (Employee)
posted in Document Management (DocMan)

A basic document macro to build from

Creating document macros can be easy or hard. There is however one thing that is common to most of them: we need to get hold of the path and file name of the file that was downloaded due to the file operation the user executed, be it View Document, Edit Document, Print Document or other.Below I'm sharing a small utility macro block that you can use as a base when writing macros of your own, plus a simple and generic macro block that will open whatever file that was downloaded. The code is written with Aurena/IFS Cloud in mind but should work in IEE as well.Firstly, here is the utility macro. Save the macro code connected to macro block called UTILS (or whatever, the name does not matter):' Some utility functionsPublic Function GetAttr (name) On Error Resume Next Err.Clear Dim value Dim obj value = ScriptValues.Item(UCase(name)).Value If Err.Number <> 0 Then MsgBox "Could not get attribute """ & UCase(Name) & _ """. It might be misspelled. Error: " &am

13
Mathias Dahl
Superhero (Employee)
6 months ago
T
Sidekick (Customer)
TODDUNCLIFFESidekick (Customer)
asked in Document Management (DocMan)

Background job causing mutating table

Hi All,I’m new to writing background jobs so I’m hoping that I’ve just messed something up, and there’s a relatively straightforward solution to my problem. For some background, we’ve found that when attaching a document to project connected PO, that the document is only connected to the PO line:We would like it to also be connected to the corresponding Project and Activity. I initially created a custom event/action to do this:But this gave me the mutating table error. When looking for a way to fix this, I saw several other posts that suggested creating a background job (which I haven’t done before). I tried to piece a background job together by looking at the posts I saw but I’m still getting a mutating table error, so I feel like I’m missing something.Here’s the code that I’m trying to use:DECLARE --Custom Variables var_key_ref varchar2(2000); var_project_id varchar2(2000) :=purchase_order_line_part_api.get_project_id(regexp_substr(var_key_ref,'(=)([^=\^]+)(\^)',1, 2, 'i', 2), regexp

10
Mathias Dahl
Superhero (Employee)
1 year ago
A
Sidekick (Customer)
atvanstSidekick (Customer)
asked in Document Management (DocMan)

System generated image for supplier invoices

When receiving an Invoice from supplier thorugh EDI we have no picture file included. In IFS External supplier invoice parameters you can tick the option Create Image. System will then create an invoice image based on the received data. This part is working , we can find the invoice image in report archive but is there a way to set system up to automatically check this in to docman to invoice and posting proposal?

6
A
Sidekick (Customer)
3 years ago
D
Sidekick (Employee)
Dhananji KarunaratneSidekick (Employee)
asked in Document Management (DocMan)

Default object access levels and Restricted access

Hi,I had the previous understanding on default object access levels setting as follows.“Setting Default Object Access Levels is another way of granting permission to the users who are not under "Persons and Groups of a document class with restrictions.For example if User B is not under persons and groups of the document class X but is connected to the object type Project Y, where User A has attached a document from document class X, then what type of access the User B will have on the document attached by user A.So, setting a default object access level will  depend on your requirement for the connected users to an object to access the document and levels of access. (Admin, Edit and View) Ex: Admin Access = "If this check box is selected, this will be the maximum allowed access given to a user with access to an object belonging to the corresponding object type, when this object is connected to a document of the corresponding document class." However when I tested the following scenario

5
Mathias Dahl
Superhero (Employee)
2 years ago
H
Hero (Partner)
Hans AndersenHero (Partner)
asked in Document Management (DocMan)

Docman, handling files larger than 10 GB

Hi all, We have files as large as 10 GB. When we try to create them in IFS,  we get this error after 25 min. It happens on both database and ftp repositories. Any ideas on how to handle this?

10
H
Hero (Partner)
3 years ago
ZTC ZTC JGOTA
Hero (Customer)
ZTC ZTC JGOTAHero (Customer)
asked in Document Management (DocMan)

Trying to download the To run IFS Document Management in Microsoft Office you need to install the Document Management Office Add-In.

Hello IFS Community,We are running IFS 9I am trying to download the To run IFS Document Management in Microsoft Office you need to install the Document Management Office Add-In. However, I received the following error message:Name: IFS Document Management Office Add-InFrom: https://XXXXXXXXX/client/officeaddins/docmanofficeaddin/Ifs.Application.Docman.OfficeAddinInstaller.vsto************** Exception Text **************System.Security.SecurityException: Customized functionality in this application will not work because the certificate used to sign the deployment manifest for IFS Document Management Office Add-In or its location is not trusted. Contact your administrator for further assistance.   at Microsoft.VisualStudio.Tools.Applications.Deployment.ClickOnceAddInTrustEvaluator.VerifyTrustPromptKeyInternal(ClickOnceTrustPromptKeyValue promptKeyValue, DeploymentSignatureInformation signatureInformation, String productName, TrustStatus status)   at Microsoft.VisualStudio.Tools.Applicati

3
ZTC ZTC JGOTA
Hero (Customer)
2 years ago
R
Hero (Customer)
ronhuHero (Customer)
asked in Document Management (DocMan)

ifs document name

Community,When checked in the new document, IFS will name the document like “B100-R000026GEN-1-A1-1.TXT”.  it is composed of document class+ document no+ Revision+ ….my question is, is possible to have it appended with document title? Thank you.

12
Amila Samarasinghe
Superhero (Partner)
2 months ago
william.klotz
Superhero (Customer)
william.klotzSuperhero (Customer)
asked in Document Management (DocMan)

Notify Me - Document Management Approval / Reject

Hello, We currently are using document management and approvals of documents.  When we start approval process on the document the approvers in the list of approvers on the document receive an email telling them about a document requiring approval and the document is attached to the email for them to view. We’d like to utilize the IFS Notify Me application so someone who may not have direct access to IFS can receive the notification of the pending approval request and ideally be able to approve or reject the document from the IFS Notify Me application. Is this functionality available within IFS Application 10 Update 8 or above?Do we need to define a custom action to accomplish the functionality? Regards,William Klotz

8
B
Sidekick (Partner)
2 years ago
wanodya94
Sidekick (Partner)
wanodya94Sidekick (Partner)
asked in Document Management (DocMan)

Send Document File By E-Mail in Document Revision is not working

Hello, everyone!Anyone familiar with IFS Cloud 21R2's Send Document File By Email feature in Document Revision window? I have installed the Aurena Agent and when I am trying to send the document, it neither opens the email nor gives any errors.I hope somebody can give us a word of advise on this matter.Your help is much appreciated.Thanks

19
Mathias Dahl
Superhero (Employee)
7 months ago
A
Sidekick (Customer)
atvanstSidekick (Customer)
asked in Document Management (DocMan)

Report rule to check document in to docman

Hi, Trying to get report rule to check in report file to docman when printed. Is there something more needed in the background for this work?Found some related posts and I have set up the action properties according to those but still no luckWe run on IFS 10 upd 3  Regards,Anna 

3
A
Sidekick (Customer)
2 years ago
Nipun Gunaratne
Sidekick (Employee)
Nipun GunaratneSidekick (Employee)
asked in Document Management (DocMan)

Change a document class on an existing document

Hi All,Is there a way to change a document class on an existing document? Or, is there a process that can transfer a document to another document class?For example, we have Doc No BYC-12E-10-XX-XX (1 OF 2) that is in doc class ENG-243 that should really be in ENG-248. Is there a method of switching doc classes or what is the best way of handling these issues? Thanks & Best Regards,Nipun

5
Mathias Dahl
Superhero (Employee)
2 years ago
E
Do Gooder (Partner)
evrpatrinDo Gooder (Partner)
asked in Document Management (DocMan)

Aurena Agent only works for Chrome not for Edge

Hi,We are running IFS Cloud 21r2.I have installed add-in Aurena Agent on my PC and it works from Google Chrome but not from Edge. It should work from Edge?Any suggestions how we can get it to work in Edge? BR, Patric 

6
E
Do Gooder (Partner)
1 year ago
Asela Munasinghe
Superhero (Customer)
Asela MunasingheSuperhero (Customer)
asked in Document Management (DocMan)

Question on Export Control

HelloWe are discussing about implementing Export Control in IFS 10.9 that we are using right now. Did a few tests with regards to PO and CO. Can anyone advise how does Export Control work with RMA (a test plan world be ideal - is it similar to CO? Denied Parties have to be excluded?)  DocMan before releasing a PO / CO, authorization by the Procurement / Sales Manager is mandatory in our business. In that case, do you think checking for Import / Export License can also be done during the authorization? (IFS Core functionality is checking for license at the release of PO / CO)Thank You.Cheers,Enzo

3
Asela Munasinghe
Superhero (Customer)
3 years ago
M
Sidekick (Customer)
mlcscottonnSidekick (Customer)
asked in Document Management (DocMan)

Document Management Attach Existing

In Aurena, when you go ‘My Expense Sheet Details’ and click on ‘Attachments’ then ‘Attach Existing’ command you see all documents that have been attached by anyone, even when they do not relate to expenses.For example, in the screen shot below I am seeing supplier invoices: This is a data security issue and I need to understand how to remove them from the list. 

7
Nipun Gunaratne
Sidekick (Employee)
1 year ago
A
Do Gooder (Partner)
AIDA LOTFIDo Gooder (Partner)
asked in Document Management (DocMan)

Replacing physical file in Docman

Is it possible to replace physical document file with a new file in Document Revision window, on RMP Delete is available. after delete, upload of new file seems  not available.

3
Mathias Dahl
Superhero (Employee)
4 years ago
JusJohanU
Do Gooder
JusJohanUDo Gooder
asked in Document Management (DocMan)

DocMan upload file, Access Denied

We get this error when trying to upload a document, using IFS  Batch_Transfer_Handler_API.Upload_To_Ftp: ORA-20105: PlsqlapServer.ERRINV: Failed to upload file to Ftp server [\\<server>\F$\path\to\file\filename.pdf (Access is denied)]Caused by: ifs.fnd.base.SystemException: Failed to upload file to Ftp server [\\<server>\F$\path\to\file\filename.pdf (Access is denied)] The server is were the source file is which should be moved to the ftp-server. Which IFS service/account should have which access to this server?  Regards Johan.

2
JusJohanU
Do Gooder
3 years ago
wanodya94
Sidekick (Partner)
wanodya94Sidekick (Partner)
asked in Document Management (DocMan)

21R2: DOCMAN Digital Signature is not working

Hello, everyone!Is anyone familiar with IFS Cloud 21R2's digital signature feature in Document Management?I was trying the below steps to setup the digital signature.Created a new document using the above document class with the document number DS_<USERNAME>, where <USERNAME> will be the name of the IFS User. Added a new custom event action to the system defined event “DOCUMENT_APPROVED”. Added a Keystore with self-signed certificate  When approving the document, it created an application message with message function “DOCMAN_DIG_SIGN”The application message is keep failing even though the input data is passing properly.DOCMAN_DIG_SIGN.jsonThe history is getting updated in the document revision even though the signature has not been attached to the pdf.I hope somebody can give us a word of advice on this matter.@deshan.ekanayake @Mathias Dahl Your help is much appreciated.Thanks

8
Mathias Dahl
Superhero (Employee)
4 months ago
R
Superhero (Employee)
Roel van ZwietenSuperhero (Employee)
asked in Document Management (DocMan)

Preview PDF file on Document Revision screen

Is there a way to view PDF files without downloading them directly from the Document Revision screen, similar to how it is possible on the attachment panel in other screens? Is this possible with a custom command maybe?In my case I will have a lot of documents not attached to any objects, I would still like to be able to view the PDF documents without downloading them.

12
Mathias Dahl
Superhero (Employee)
7 months ago
B
Sidekick (Employee)
bhraauSidekick (Employee)
asked in Document Management (DocMan)

View Attachments using Attachment Viewer

Hi,I’m trying to preview attachments connected to an  'External Supplier Invoice'  in cloud 21R2 but could not see the image attached.Installed Aurena agent but the issue remains the same.However I could see the Attachment using 'Preview' button on Attchment Panel, when the External Supplier Invoice is converted to an Invoice.Thanks!Bhagya 

9
B
Sidekick (Employee)
1 year ago
D
Sidekick (Customer)
david.harmerSidekick (Customer)
asked in Document Management (DocMan)

Enable Security Checkpoint

Hi  I believe that in Apps9 you can create a Custom Event that forces the Security checkpoint to appear, thus adding an extra level of security. (i.e. forcing the user to input password). This is the same functionality that is standard in DocMan.  Does anyone know how to enable this? i have seen it working in a Shop Order guideline (have screen images) but dont have (access) to the code anymore to see what triggers it.  Any ideas? David.    

6
D
Sidekick (Customer)
8 months ago

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