Document Management (DocMan)

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.   

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 

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

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

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

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?

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

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 😊

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

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  

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?  

 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? 

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

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

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

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? 

Hi All,Is there a mechanism in IFS Doc Man to convert word document to PDF? i.e. when its get the final approval Cheers..

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

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.

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?

Dear Team.I’m facing an issue where I’m not able to view the attachments on purchase order lines from B2B client.>I have given user below projections :1.CreateB2bOrderQuotation2.DisplayB2bQuotations3.DisplayB2bVmi4.ReportB2bCustConsigmnt5.ConfirmB2bPurchaseOrder6.ConfirmB2bSuppConsigmnt7.PlannedB2bPurchase>Environment has DOCBB installed.>B2B document class is used.>Header attachments are working well from both ways ( IEE and B2B)Any lead would be appreciated.

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

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

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 

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.