Document Management (DocMan)

Hi macro lovers!In a recent customer case I got the idea to try and use a document macro to do it instead of the default behavior. This post explains how to set it up.Firstly, you need the Aurena Agent to be installed for it to work.Here is the source code that makes it all happen:Public Sub CreateNewOutlookMail   On Error Resume Next   Dim ol, newMail, olMailItem, file   olMailItem = 0   Set ol = CreateObject("Outlook.Application")   Set newMail = ol.CreateItem(olMailItem)   newMail.Subject = "Regarding " & ScriptValues.Item("DOCUMENT_TITLE").Value   newMail.Body = "This is the message body..."   file = Replace(Replace(ClientScriptValues.Item("CHECK_OUT_PATH").Value, "/", "\"), "\\", "\") & "temp\" & ClientScriptValues.Item("LOCAL_FILE_1").Value   newMail.Attachments.Add (file)     newMail.

hi,Is IFS DMS supporting the requirements set forth in IEC 82045-1:2001 Document management – Part 1: Principles and method regards version and revision?Br,Bitten

How can I add crystal report output directly to documents?

We would like to control the ‘Detach’ option in Document Management. The requirement would be specifically to have few users with the ‘Detach’ capability for specific Document Classes and have the rest of the users in ‘View’ access. Further, we would like to control this by window level. We only need the capability of controlling the ‘Detach’ option in the Shop Order window and it should work as expected in other windows.  When I tried the Access levels in Document Basics it overrides from somewhere. I created a Group with all the users and given access level as ‘View’ for the specific Document Class. Then I included the special person IDs into the Document Class with ‘Admin’ access. This did not work.  Then I tried to remove the following permission from the allocated permission sets. DOC_REFERENCE_OBJECT_API.RemoveStill I could see the Detach RMB option for the user and the user is able to remove the document from the shop

Hi, my customer wants to upload IFC-files to IFS 10, is this format supported and where can I find the supported file types? Thanks!/Emma

Hello,I am trying to set up an Event Action for STEP_READY_FOR_APPROVAL. Email notification when a new Document or CR/CO is routed for approval. Approvers should receive an email notification when the item is ready for the approver to approve based on the approval step per the approval template. I am having difficulties with this and any help with be very appreciated.   

We are in IFS Cloud 23R1.Manually it’s possible to connect one document to several objets.How can we set up DOCMAN in order to connect automatically one document several objects as per exemple part connected to master part will be automatically connected to associated purchase parts ?Thanks Magali

Hello, i have a question about DocMan in IFS 10.  we want to implement an automaton that uses IFS Conect to read document scans. Do any of you use this? Our goal is to print labels that will be stuck on the document and during scanning, based on the read label, the file will be linked to the document revision.

What permission is required for a user to be able to add Object Connections on a document revision?

Hi All,I would like to know if the document names in Business Opportunity window can be changed when sending file via email in Aurena.As I see from the Document Revision window, all the documents get downloaded in the format of ‘Document title (Document class-Document No-Document Revision-Document Revision)’. But customer wants to change the naming of the documents in Business Opportunity window to the format of ‘Business Opportunity No-Revision No’.I would like to know if this is feasible just for Business Opportunity window in Aurena?Look forward to hear from you all!Thank you

Hello,We are using IFS version 7.5 SP6 I am trying to find the storage location for all our supplier invoices.Is there a standard default location that I should be looking in?Any help will be appreciated.Many thanks,Rids

Hi, We have a few document revisions that have both a Document Type of “Original” and “View” in the File Refs tab. We notice this immediately after document check in.   In all cases these are PDFs with File Type = Acrobat.  Looking in EDM Basic we have File Type Acrobat set to Document Type = View.  However, we have thousands of document revisions that are PDF’s and 99% after check in only have the document type of “Original”.  We use the same process to check in all documents and do not know why the majority of PDFs check in the original while a select few get both the Original and View.  Does anyone know what could be causing this?

Hi, We would like store attachments in INVOICE class in specific FTP folder. The stored attchament name should include specific prefix. When a person attach a attachment from Payment Schedule Lines. The attachment name should include Order No and Pay Schedule ID. How can we do that?   

Need ability to add attachments to Vouchers etc in IFS Aurena like we do when using IEE. Anyone have the instructions on how to set up object connections for Aurena?

Dear all, May I  ask the reason why the ‘’select file’’ option doesn't work for one of my customers who has enabled the IFS Aurena extension? The button select file, when clicked appears to do nothing. Since drag and drop is also not available, they are not in a position to attach documents via the select file option as well. Best regards,Udanee

Customer’s question:- When creating a DocRev ObjectConnection to a CustomerInfoContact you only have three, impractical fields in the selector. You also do not get any more search fields when clicking on "Find". Ideally you would see the Name, Forename, Company, etc. of the CustomerInfoContact.- The same is true for SupplierInfoContact.- SupplierShipment does not have a selector at all.- When creating a NCR ObjectConnection to a SupplierShipment, you also do not get any selector at all.

An user wants a list of companies, CUSTOMER screen, that has an attachment on any of the tabs. I find the table EDM_FILE_STORAE_TAB but I can’t find a table to link Customer too. 

The function to select a macro for example for editing a document is working good in IEE.We get a question if there are more than one macros defined for one document process.In IEE it looks like This dialog is not shown in Aurena. Is there a special parameter which must be set in Aurena to get the same behavior?

Hi,We have a scenario where same document revision is attached in Manual Supplier Invoice and Posting Proposal. For one document detach option is not available in Manual Supplier Invoice, but not in Posting Proposal. For other document detach option is not available in both Manual Supplier Invoice and Posting Proposal. I believe these documents are transferred from Manual Supplier Invoice to Posting Proposal through Object Connection Transformation. When it was transferred  like this can we only detach the document from originally attached LU? If that is the case is there a work around where we can detach a document from a LU which is not the original LU?Also by looking at the document revision how can I identify what is the LU where this document was originally attached? Thank You and Best Regards,Hasi

Hello,Every time I open a jpg attachment in apps 10 IEE, I get the “How do you want to open this file?” prompt by Windows, and regardless of how many times I check the “always use this app to open .jpg files” checkbox, I always get this prompt when I open a jpg attachment. I know Windows is storing this app as the default program because Windows never prompts me with this when I open jpgs via other methods like email attachments, locally saved jpgs, network pictures, etc. It’s only occurring when I open a jpg via the IEE app. I can even navigate to the folder where IFS downloads the jpg file and open it successfully from there. I’ve tried resetting the Photos app in Windows and re-confirming the default app choices in app settings. I’ve spoken to other users of our apps 10 IEE setup and they don’t appear to have this same issue. Any thou

Is it possible to delete a record scanned image (once processed an invoice becomes a record) from the system but maintain the metadata to attest to the fact that the record existed?This is in relation to retention and disposition and is also a statutory requirement in South Africa in regard to the Protection of Personal Information which states that a record must be destroyed once it has served the purpose that it was collected for. Kind Regards

In Apps 10 we had a full text search in Docman which was initially served by the Search Domains functions. I can't find such a search in Cloud 21R1 anymore. Does this mean for Cloud 21R1 that there is no full text search anymore? What are the alternatives?GreetingsOliver

Hello all, was looking for information on multi site pick list creation. We have task in place by the user which works if manually printed. The problem is when any user tries to create a pick ticket automatically is will only print to the main site and not the site listed on the case. We do not have order takers manually releasing orders so the database task isn’t really affective. Any help would be much appreciated on this topic.

  Dear all,Would like to know what can be the cause of this issue. When pressed copy approval template we receive the following error. In other windows where we have a copy approval template tab, this issue doesn't occur.Thank you Kind regardsUdanee

We are running into an issue where the aurena agent will not enable in the Edge browser but it does in Chrome.Note: we are on 23R1.4We have the agent installed on users computers and we have the aurena extension enabled. If the user is utilizing Chrome as the browser, it will show enabled but if they use Edge, it will not.  Screenshots from Edge:Version of Edge being usedExtension is enabled - have toggled this off and back on - no changesUser settings shows aurena agent not enabled Aurena Agent is installed on compu