Document Management (DocMan)

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 computer - have tried to uninstall and reinstall with no change Since there isn’t an Edge extension for aurena agent, we had to get it from the Chrome store and apply to Edge Note: browser settings are managed by the company but the network team has not found any reasons that this would not work. Are there setting that we may be missing?Has anyone run into this before? Weird that it works in Chrome and not Edge (Edge is the company default browser)

Hi,Could someone explain the reason for receiving the following error message when trying to add attachments to the PO No Part Lines.Product Version: 22.2.7I have checked the  object connection transformations related to this and found a Object Connection Transformation which does not exist in core. Target LU Name: PurchaseOrderLineNopart,Service: DocReferenceObjectSource LU Name:PurchaseRequisition Transformation Method: REQUISITION_NOError Text: Field [KEY_REF] is mandatory for category and requires a value

I found code on here that allowed me to attach a document to an email. This worked fine but it uses COMMAND_SYS: PROCEDURE EMAIL_DOC(mailto_ varchar2,mailfrom_ varchar2,doc_class_ varchar2,doc_no_ varchar2,doc_rev_ varchar2,doc_sheet_ varchar2,title_ varchar2,subject_ varchar2,message_ varchar2) IS file_name_ VARCHAR2(2000); file_names_ VARCHAR2(2000); doc_type_ VARCHAR2(2000); f_ VARCHAR2(2000); error_msg_ VARCHAR2(32000); rec_ Plsqlap_Record_API.type_record_; doc_ref_ VARCHAR2(32000); CURSOR get_doc_reference IS SELECT doc_object_desc FROM DOC_REFERENCE_OBJECT WHERE doc_class = doc_class_ AND doc_no = doc_no_; BEGIN OPEN get_doc_reference; FETCH get_doc_reference INTO doc_ref_; IF get_doc_reference%FOUND THEN EDM_FILE_API.REFERENCE_EXIST(f_, doc_class_, doc_no_, doc_sheet_, doc_rev_,'VIEW'); IF f_

Most of our users are currently unable to open certain checked in word documents using document management. IFS APPS 10 UPD13 - Windows 11. In some cases it will open the document, appear to load (with the watermark flashing across the document) and then close itself immediately. Other times it will look like it will open (windows loading cursor) but not open at all. Some of these documents appear to be password protected. Other users are getting the error “no view file available, are you sure you want to check in the document?” when when they check out a document, edit and try to check back in.Any ideas?Thanks

Hi,Can I know how we can add a new service for the object connections? Customer needs to add new service for Add, Edit and Delete SharePoint links in the attachment panel for selected pages. 

We are getting a System Exception Error on the document folder navigator screen for a user.  The error is: Collection was modified; enumeration operation may not execute.  The attachments window is open and the screen runs through the bottom document section.  The user has to close IFS in order to get the screen to function again.   We will occasionally get the same message when update scripts are ran.  Our IFS systems administrator has to run the script again and it works the second time with out changing anything.   What would cause this error and how do we fix it so our user doesn’t have to close IFS all the time.

The customer wants to securely store and retain older, less frequently accessed, or inactive documents. They want to free up space in the main document repository for current and regularly used files. The option I can think of is ‘Move repository’ but in IFS, we dont have the option of only moving obsolete files. looking for ideas on how to tackle this. ( for APP10 and Cloud both)

Hi,after update to UPD19 we are not able to use command “Send document by e-mail” from Document Revisions. Some users get this error messageOther users does not get this error message, but nothing happens when we are expecting to have a new email message with link.Does anyone have any experience with this  

when there is no direct mapping, a custom method is the usual way to set up a transformation.Instead of using a method, can we use a custom field  to set up an Object Connection Transformation when the direct mapping fields are not available in the Target?the custom filed is not coming up in the LOV of available fields for me.

Hi all,A customer is installing Aurena Agent using their remote software installation procedure to all users in a group. What they have done isMass rollout the .msi file. Pushed silent installation with the TEST environment url. Chrome extension was pushed out and enabled successfully for Chrome. Extension was installed on Edge too. Above worked. Question:How do we now change the url to PROD? Uninstall and reinstall with correct url? Just push with new url?, etc, etc? Any help much appreciated. Kind regards,Rajith

Hi All,I’m trying to modify the following URL in IFS cloud with the 4 event parameters (KEY01, KEY02, KEY03, KEY04). Here the DOC_CLASS is AAB, DOC_NO is 1461919, DOC_REV is A1 and DOC_SHEET is 1.https://DOMAIN/main/ifsapplications/web/page/DocumentRevision/Form;$filter=keyref%20eq%20'DOC_CLASS%3DAAB%5EDOC_NO%3D1461919%5EDOC_REV%3DA1%5EDOC_SHEET%3D1%5E';path=0.1743295830.780940358;record=KERvY0NsYXNzPSdBQUInLERvY05vPScxNDYxOTE5JyxEb2NTaGVldD0nMScsRG9jUmV2PSdBMScpCan you please let me know how to replace the event parameters to the above URL to be used in the Message section of the event action?

Hello, I'm using document management in APP10When I send an instant invoice using message class INVOIC, media code E-INVOICE, the image of the invoice is automatically attached in Attachments /Documents The document revision for such invoice is in Released status, because it is automatically changed from Preliminary to Approved and then Released.Why does the document revision not remain in the Preliminary status?There is no approval template or event action Is this an intended behavior of the application?Is it a matter of setup?Best regards,Aneta

Working in IFS CloudI am looking into implementing Work Instructions in Workbench through Work Guidelines. Our current routings structures are very template oriented, including Standard Operations as much as possible.I am trying to work out how to get Media attached to lower level objects to flow up to the next level, ie Pictures connected to a Work Guideline Template to move to a Standard Operation when attached, then to a Routing Template Operation, etc. Ultimately the goal is for media attached at any step in the chain to be connected at the Routing level and ultimately within the Operation Guide in Workbench.A few of these connections are standard functionality and work as expected, a couple I have had to manually enable MediaLibrary service and create Object Connection Transformations to connect these items, and in certain cases I can bypass the intermediate steps and make it work, for example anything with a Work Guideline Template connected works. However I can’t make the connec

Greetings, IFS community! Documents are saved in the database and not on an external FTP server.  Will it be possible to search for a document using words that are contained within the document as parameters? I am capable of searching and creating simple queries and quick reports in DOCMAN that utilize custom fields and fields from the tables.  However, I am trying to conduct a search within the attached document for keywords.  Would this be possible? Could you please provide me with some instructions on how to accomplish this if it is possible?  We are using IFS 10 Thank you.

We are using the detail cards for the procurement portal as the default layout and we do have connected documents to the items.  We can unfortunately not make the attached documents possible to reach without changing the view to list or table. Is this the functionality or is there any possibility to configure?

Hi Experts,I appreciate your assistance on the below error that I am facing with.When I try to attach a Document to a manual supplier I get the below error.“Error - IFS Applications---------------------------You can not connect documents of class  toOffshore employees.”Any idea to resolve it?Thank you.

Hi all,We have a requirement to output xlsx files to pdf in doc man via macro when user views the doc.The doc loaded will remain xlsx.I’ve been told this isn't possible to do but was just wondering if anyone has done it?We already have a macro for docx to pdf which works fine.Many thanksDan

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.

Dears,We have a challange in the document management system, Have uploaded 2 different file types under a particular Document ClassOriginal as Word Document View as PDF documentOne of the user would like to always see the PDF Document (Set as View) But despite setting this under User Setting, IFS Aurena system always opens the Word Document instead of the PDF document from the Document Revisions Screen.Could somebody shed some light on this or Is there a way by which user can always see the View document. Thanks for your support. Please find further details in the attached document.RegardsLokesh 

I’ve written up a document showing how to upload Media Library images to IFS Cloud using Rest calls (Postman) 

Hi everyone, In IFS Apps10 Upd 18, I want to connect medias on a standard operation work guideline and see it when I copy the standard operation into a rooting: I didn’t succeed to define the transformation method on my Object Connection Transformation, can someone help me? Thanks in advance

As of now in the Document Folder navigator, we don't have the direct visibility of the documents within the folders.As a part of the new development, it is intended to bring the standard capabilities into the document folder navigator, so that the user will be able to:Visualize documents within the folders directly within a document folder node. Visualize the document details in the Document Folder Navigator page. Drag and drop documents between document folder nodes in a structure.We now have the 3 options in the poll below to display the Document details in the Document Folder Navigator page. Would like to know the preference. 

Hi Experts, Please let us know whether the below requirement can be met in the Docman functionality.Requirement -To convert documents attached to a document class to PDFDetails - Employees register their expenses in the expense management module of IFS where they attach the receipts/bills they receive to the specific expense sheet. As of now we get documents in different format attached to the document class.Investigations until now - Document class management has a functionality for a Macro According to the help text it is understood that we can register macros to be applied to process within a document classFor testing we created a Document Macro Block with a Script for a pop up message Then connected it to Macro Basic Data And we were able to use the macro to pop up the message. Kindly requesting any tips on how to setup the print functionality or any other process to meet the requirement of converting documents of a document class to pdf.