Document Management (DocMan)

We are using IFS Cloud 23R2 SU4.When we use Repository ‘File Storage’, we have noticed that the file name uploaded to the Windows share repository appears to have been encrypted and differs from what was uploaded by the user.If we check through the application and look at the database tables, there is no mention of this file name.Previously using FTP repository in Apps 10, it would store the file with a name like 3001-2279139-1-REV00-1See below snip shows 1st record uploaded from Cloud (File Storage) vs others from Apps 10 (FTP): Do we know what is causing this and if this is a security feature that could be turned off? 

UPLOAD DOCUMENT IN DOCUMENT REVISION WINDOW ERROR IS SHOW SCREENSHOT IS ATTACHED THANKS IN ADVANCE.  

Hi all 😊,The customer has a problem with viewing/ downloading Archived attachments in APP10 Aurena B2B Portal.Create Request Order Quotation and attach a document(drag and drop).Right Click and go to Document Revision VAP-DMS Data tab and Set the Archive ID Active.Set the status to Approve and Release.The Background job is executed perfectly without errors.Navigate to B2B portal, Request Order Quotation Lobby and when attempting to view/ download the document, an error displays and the requirement is not allowed.When checked the Debug Info, the following error is shown.But when the Archiving Active is turned off for another example, the Document can be viewed/ downloaded in B2B portal perfectly.I wonder whether, there is a customized extension is available in this environment. Because we cannot test in our environment since Archiving Active (VAP-DMS Data tab) is not available.Any idea on how to fix this issue is highly appreciated. Thank You 😊

Hello,Currently testing cloud and I’m able to upload documents with the same class/format from My documents - upload document. What I would like to know if there is an option to upload files with different class/formats? Thanks!

We are using report rule Check in to document management. This worked fine in 21R2. We recently upgraded to 23R1 and it is no longer working. Is anyone else having issues with this in 23R1 SU1?I also set up a test in demo env, where it is also not working. Please let me know if anyone else has run into this in 23R1.https://j9s7r5g-dev1.build.ifsdemoworld.com/

I was looking how I could attach picking lists printed onto a shipment. I could only think about two options Use report archive and try to find the picking listIn report archive set the validity a bit longer (they only need 10 days) Try to find the shipment based on the notes (which is not so easy) Report rule and attach a shipmentSo secondly I was thinking of using a report rule and attach a shipmentbut I cannot see an attachment screen on shipment so I was not sure how to enable this. I checked object connections but could not choose shipment as an entity? Its on this screen I would like to attach some documents  @Tomas Ruderfelt @Mathias Dahl 

How to Add single Signature (control step) on every pages in Document Management.   Thanks & Regads,ZuhaibIFS Consultanthttps://www.linkedin.com/feed/

I am working with a customer that would like to change the document object connections for documents connected to an activity on a project to an activity on a different project? Thanks!

Is there any restriction/limitation on the Supplier for Purchase Part window to add new documents?Trying to get the “New” button enabled, can use some helpful pointers. Followed the steps mentioned in the Enable attachments in IEE windows | IFS Community Granted the user with Document Administration permission sets. Users can attach new documents in other IFS screens, not in the Supplier for Purchase part. This brings the question, is there any special setup needed or any limitation (APP10 UPD16)

Hi All, Is it possible to call a get function in VBScript or something similar? Because I want to get a value which is getting calculated from a method/function and use it in a VBScript block.Is there any way to achieve it?Thank you in advance for any insight on this.

I would like to know the specific values of the arguments of "RunLocalMacro" that can be executed using IFS Aurena Agent.If anyone can confirm that it actually works, please let us know the argument values. Related links on this subject:https://docs.ifs.com/techdocs/Foundation1/050_development/022_user_interface/030_aurena_dev/100_how_to_develop_aurena_pages/045_aurena_agent/

An issue is occurring with uploading documents to the Azure blob repository.In this scenario, customer is unable to attach documents to POs as the error, ‘Error when checking the repository validity: null’ appears. Product version: 23.1.9The problem was caused by the container ifs-file-storage which was Unhealthy and reported Readiness probe failure:Error:the error isEvents:Type Reason Age From Message---- ------ ---- ---- -------Warning Unhealthy 71s (x37368 over 6d20h) kubelet Readiness probe failed: Get "http://10.228.22.151:8080/q/health/ready": context deadline exceeded (Client.Timeout exceeded while awaiting headers)A "readiness probe failed" message typically indicates an issue with a Kubernetes pod. In Kubernetes, readiness probes are used to determine if a pod is ready for service requests. When a readiness probe fails, it means that the container within the pod is not ready to serve traffic even though it might be running.Restarting the pod solved the problem and enables to a

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

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? 

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?

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

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 Use case 1:  Customer manufactures dual use products and technologies and sells to both  commercial and defense markets. They have some ITAR requirements fo