Document Management (DocMan)

This will include questions related to document management.

  • 697 Topics
  • 3,146 Replies

697 Topics

Nipun Gunaratne
Sidekick (Employee)
Nipun GunaratneSidekick (Employee)
asked in Document Management (DocMan)

Documentation - Permission Set "Activities"

Users have training materials from "IFS AdminTrng (Apps9)"  That material contains a link to a "List of Activities and Windows/Screens":  ..........ifsdoc/f1doc/Foundation1/040_administration/210_security/020_permission_sets/reference_itd/feature_activities.htm.  However, that list does not cover ALL the Permission Set Activities, for example, "Document Management" Activities.  Where can I find or get "HELP", i.e., explanations, on all the Activities NOT covered in Foundation1 help as noted ?? 

6
Mathias Dahl
Superhero (Employee)
1 year ago
Amila Samarasinghe
Superhero (Partner)
Amila SamarasingheSuperhero (Partner)
asked in Document Management (DocMan)

Invalid File name error on Digital Signature

Hello All, Our customer wishes to use digital signature functionality so they have created a new custom event action for event DOCUMENT_APPROVED. Method:Edm_File_Sign_Util_API.Certify_Pdf_File (‘&DOC_CLASS', '&DOC_NO', '&DOC_SHEET' , '&DOC_REV' , 'Signature from IFS'); They have generated new user certificates in keystores window and when the user try to approve the document, below error “Invalid file name” comes.As you can see there are no special characters in the file name. When I check the application message I can see the same error message there.The message request xml is in correct form and has valid structure. <DOCDIGITALSIGNATURE_CERTIFYPDFFILE_REQUEST><DOC_CLASS>XYZ.01</DOC_CLASS><DOC_NO>COVA-111</DOC_NO><DOC_SHEET>1</DOC_SHEET><DOC_REV>02</DOC_REV><DOC_TYPE>VIEW</DOC_TYPE><FILE_NO>1</FILE_NO><REASON>Signature from IFS</REASON></DOCDIGITALSIGNATURE_CERTIFYPDFFILE_REQUE

9
Amila Samarasinghe
Superhero (Partner)
1 year ago
A
Do Gooder (Partner)
AddAnneaSDo Gooder (Partner)
asked in Document Management (DocMan)

WorkTask documents part of Roll up on Project?

Is it possible to create an object connection transformation so that all documents connected to a Work Task will be visible on the Project Activity?Will we then be able to see these transformed object connection documents in the Project Roll up?

6
Mathias Dahl
Superhero (Employee)
1 year ago
M
Sidekick (Customer)
m.arifSidekick (Customer)
asked in Document Management (DocMan)

Projections for document object

is there a way to find out what are the permissions or projections required for document approvals under customer order. i am struggling to find out.

7
Mathias Dahl
Superhero (Employee)
1 year 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
M
Sidekick (Customer)
m.arifSidekick (Customer)
asked in Document Management (DocMan)

Document Approvals in Aurena

How can i approve the document under approvals , i dont see a button for approving and rejecting. I can only see the object details. 

3
M
Sidekick (Customer)
1 year ago
A
Do Gooder (Customer)
AldejohannDo Gooder (Customer)
asked in Document Management (DocMan)

Reverse Geocoding (MapPosition)

Hello,we are currently using the Map Position module to display the locations of our machines. In particular for our service department and their work order planning, it would be important for us to be able to see the address as well as the coordinates. We get the coordinates / geoposition via an REST-Webservice that the machine manufacturer makes available to us. Is there a way to do reverse geocoding with the add-on map position? Or are we forced to connect an API elsewhere?Thank you!

1
T
Superhero (Employee)
1 year ago
D
Do Gooder (Customer)
DBENSONDo Gooder (Customer)
asked in Document Management (DocMan)

Is there a way to connect a document to Purchase Order generically?

We have created a document class for SOPs. We would love to be able to connect those SOPs relating to topics specific to the purchase order management to the Purchase Order window, regardless of which record is pulled up. If someone was making a new Purchase Order and it was blank or viewing an existing one we would like them to be able to access the same generic SOP document from the attachments. 

12
Mathias Dahl
Superhero (Employee)
1 year ago
L
Sidekick (Partner)
LauraRSidekick (Partner)
asked in Document Management (DocMan)

Multi Company Documents

Is it possible to see attached documents in both companies when creating a multi company voucher or a supplier invoice?  Currently we are only able to view the document in the company we entered in,.Thanks for your helpLaura

6
Mathias Dahl
Superhero (Employee)
1 year ago
RUTALRAUS
Do Gooder (Partner)
RUTALRAUSDo Gooder (Partner)
asked in Document Management (DocMan)

Intermittent Message "No Access"

Using App10 AurenaI created a Permission to Create and Attach Documents.  I granted DOCUMENT_ATTACHMENT, DOCUMENT_ATTACHMENT_VIEWER (just to be through), DOCUMENT_EXPLORER, MEDIA_LIBRARY and MEDIA_LIBRARY_ARCHIVE to itI open a page, populate the records, click on ‘Attachments’ and I get the “No Access” message.  Click OK and the Attachment functions are available, and I can view and create attachments.  Close and Open Attachments again and the “No Access” message does not appear.If I leave the Attachments open and select another record on the Page, the “No Access” message appears.  Click OK and I have access to the record. If I select the previous record I don’t get the “No Access” message.  If I select the second record again I don’t get the “No Access” message.  This will continue to happen for each ‘new’ record I select as long as I leave the Attachments open.If I close the Attachments and select another record I don’t get the “No Access” message but if I open the Attachments on the

3
B
Do Gooder
1 year ago
C
Do Gooder (Customer)
Calibration GuyDo Gooder (Customer)
asked in Document Management (DocMan)

Is there a default or otherwise included 365 day calendar in IFS?

Hi Guys, Ok, I’m back again with a simple question: Does IFS come with an included 365 day calendar? My calibrations are mostly done by outside vendors who use a 365 day calendar.Example: if the calibrate something on 4/23/2022 (Saturday), then it will be due on 4/23/2023 (Sunday). But the calendar my company uses, skips Sundays and holidays, so IFS shows this gauge due on 4/24/2023 - This will NOT make my auditors happy. So, I’m wondering if IFS has an existing calendar, a 365 day calendar, that i could use? Thanks very much for your assistance, Calibration Guy.

4
Link
Superhero (Customer)
1 year ago
R
Sidekick (Partner)
RuwaniSidekick (Partner)
asked in Document Management (DocMan)

Document Revision Aurena Drag and Drop Option

Please let me know how to enable Drag and Drop option to trigger “Create Documents” screen in “IFS Cloud 21R2”?

7
Mathias Dahl
Superhero (Employee)
1 year ago
AndreasIsengaard
Sidekick (Partner)
AndreasIsengaardSidekick (Partner)
asked in Document Management (DocMan)

Upload VIEW-copy using CreateAndImportDocument.svc

When using CreateAndImportDocument.svc we invoke the CreateAndImportDocument.svc/GetDocumentUrl which returns a URL in the form of: https://<cloud-environment>:<port>/int/ifsapplications/projection/v1/CreateAndImportDocument.svc/EdmFileSet(DocClass='<class>',DocNo='<no>',DocSheet='1',DocRev='A1',DocType='ORIGINAL',FileNo=1)/FileDataNow, uploading original works fine - but what about uploading the view copy? I’ve tried changing doctype to VIEW in URL (and yes, EDM basic has been setup to PDF = VIEW) etc but I’m kinda stuck.If someone could point me in the right direction I would be very happy (extra ping goes to @Mathias Dahl  :) )This is IFS Cloud21R2 atm I am testing against.

3
Mathias Dahl
Superhero (Employee)
1 year ago
S
Sidekick (Employee)
ShouSidekick (Employee)
asked in Document Management (DocMan)

How to attach an URL/Link onto entity (eg: purchase order line) - IFS Cloud

Hi, we are using IFS Cloud 22R1.My customer want attache a link/url of PDF file onto purchase order line /customer order line. we tried object connection - “Attachment”  and “Media” but with Attachment , you have to upload a real PDF file (instead of link)and Media don’t support Link/URL. is any workaround for it?

6
Mathias Dahl
Superhero (Employee)
1 year ago
S
Sidekick (Employee)
ShouSidekick (Employee)
asked in Document Management (DocMan)

How-to show "view" button for an attachment - IFS Cloud

Hi, I attached serveral types of files under phurchase order :pdf, doc, txtand find only [*.pdf] file will show the “view” button. what is the logic behind it? is there anyway to config it? 

2
Mathias Dahl
Superhero (Employee)
1 year 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
M
Sidekick (Customer)
MiguelSidekick (Customer)
asked in Document Management (DocMan)

Doc Cards - limit to only 20?

Hi,Please see screenshot below.How can I see the Doc Cards of the remaining 17 docs connected to this project Activity in this Screen?I don’t have the “show more” option here.We are in IFS10 UPD13Many thanksMiguel  

5
Mathias Dahl
Superhero (Employee)
1 year ago
M
Sidekick (Customer)
MiguelSidekick (Customer)
asked in Document Management (DocMan)

Hide Block Basic Data

Hi,Could you please confirm that the Hide/Block option shown in the first screenshot is not available in all screens in Aurena (IFS 10 UPD13) ? Please noticed that in second screenshot this functionality is not available to hide Document classes.Many thanksMiguel   

3
Mathias Dahl
Superhero (Employee)
1 year ago
eqbstal
Superhero (Partner)
eqbstalSuperhero (Partner)
asked in Document Management (DocMan)

Is it possible to combine document revisions into one?

Say I have three Word documents. Each entered as a document revision. Is there an option to combine the three and produce either one Word or PDF document from it?

6
Mathias Dahl
Superhero (Employee)
1 year ago
R
Do Gooder (Partner)
rucnikDo Gooder (Partner)
asked in Document Management (DocMan)

B2B attachment IEE 10 --> B2B

Hello,when I attach an attachment in IEE, the attachment is not available in B2B. If I attach an attachment in B2B, in IEE is available. So the problem is just from IEE to B2B.attachment is released no matter which object (Purchase order, Customer order,…) the problem is also in AurenaI tried to set all projections and object transformation but I started to get insecure, so there can be some mistake. Thank you form help :-) 

9
Mathias Dahl
Superhero (Employee)
2 years ago
A
Do Gooder (Customer)
Andre MartinDo Gooder (Customer)
asked in Document Management (DocMan)

Failed to read binary data from database

Hi,I am trying to send additional documents with the mail of the order using the topicAdd Purchase Order Attachments to the Same Email , When Print Order Unfortunately, I get the following error message."Failed to read binary data from database: Entity instance not found. (DOCUMENT_FILE_DATA - DOC_CLASS=TECHN-TSPEC, DOC_NO=1250234, DOC_SHEET=1, DOC_REV=A1, DOC_TYPE=VIEW, FILE_NO=1.0)Caused by: ifs.fnd.base.SystemException: Failed to read binary data from database: Entity instance not found. (DOCUMENT_FILE_DATA - DOC_CLASS=TECHN-TSPEC, DOC_NO=1250234, DOC_SHEET=1, DOC_REV=A1, DOC_TYPE=VIEW, FILE_NO=1.0)Caused by: ifs.fnd.base.DatabaseException: Entity instance not found. (DOCUMENT_FILE_DATA - DOC_CLASS=TECHN-TSPEC, DOC_NO=1250234, DOC_SHEET=1, DOC_REV=A1, DOC_TYPE=VIEW, FILE_NO=1.0)"All files in the folder are 0 kByte in sizeWhich right is missing?RegardsAndré

5
Mathias Dahl
Superhero (Employee)
2 years ago
Vernon Anderson
Sidekick (Employee)
Vernon AndersonSidekick (Employee)
asked in Document Management (DocMan)

Document access levels in Project Access and Document Management

I have been trying a few things with both project and document access. But I have come up against what I think is a conflict between project access and document access.  But here are my findings:I created a project under IFSAPP in a test environment. IFSAPP is identified as a document administrator I created another user that was not a document administrator (User 2) I did NOT add USER2 to the project access I created a couple of documents that were attached to an activity on the project as IFSAPP USER2 was NOT able to access the project at all I added USER 2 to the project access with full rights I logged in as USER2 and accessed the project successfully I could see the documents I had attached earlier BUT although I had granted the team to which USER2 belonged full access, USER2 could see that the documents existed BUT could not access them I tried as USER2 to create a document attached to the activity.  USER2 could not create a document in a document class for which the user was NOT

25
S
Superhero (Customer)
2 years ago
D
Do Gooder (Partner)
DjedaiDo Gooder (Partner)
asked in Document Management (DocMan)

Access on document with Acces to object attached to the document

Hi,the Acess document is herited from acces template.Is there a flag to allow or disallow the acces to document if permission set is allowed on Object.Example : a user has acces to project. even if it is not added in access template the user has acces to the document. RegardsThanks

8
D
Do Gooder (Partner)
2 years ago
Mathias Dahl
Superhero (Employee)
Mathias DahlSuperhero (Employee)
posted in Document Management (DocMan)

Enabling Aurena Agent for another environment

When you need to enable the Aurena Agent for another environment, you don't have to install it again (you can, of course, but it's not necessary). Instead, just find it under Apps & features in Windows, and click Modify:This will start the installation program and the rest of the process is the same.

0
Mathias Dahl
Superhero (Employee)
2 years ago
Chamil Abeysekara
Do Gooder (Former Employee)
Chamil AbeysekaraDo Gooder (Former Employee)
asked in Document Management (DocMan)

Field [KEY_REF] is mandatory for Document Reference Object and requires a value

Hi, Could someone explain the reason for receiving the following error message when trying to add attachments to the Purchase Order header? Error : Field [KEY_REF] is mandatory for Document Reference Object and requires a value.  

2
Mathias Dahl
Superhero (Employee)
2 years ago

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