Document Management (DocMan)

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. 

Hi All,Do we have any chance to remove highlighted buttons from the attachment panel. I need to remove from every form where it is appeared. My requirement is to visible and use only the "Create New” button.  Regards,Malinda. 

Users receive an error when trying to Send via Email from Document Revision. Error: Got an error when trying to send the e-mail using Outlook. Error number: -2147392967 Array index out of bounds.Microsoft Outlook. Generally, when the user tries again, it works. Won"t spin up an email to email the attachment, and Kim can"t use the Edit Document function to pull up the documents to edit either.Review with IFS team included:* Ambers computer: Aurena Agent: 1.5.3 Version 0.6 and was last installed on 5/16/23* Error Message seen still (Error Message: “Got an error when trying to send the e-mail using Outlook. Error Number: -2147352567 Array index out of bounds.Microsoft.Outlook”)* File>>Manage COM Add-ins>>IFS Document Management Addin>>Always enable this addin & always monitor>>Apply and then restart Outlook.* Document Management>>Document Revision>>AP456>>Share/Distribute>>Send Document File by Email. Same error seen. Document is Excel D

Hi everybody I looking for a correctly script what can I use in  Document Macro BlocksI get from PAA10 but I think that not work correctly because I don’t have in word any fields from IFSIf you have script and you can share with me it will be extra.I you have script what connect Custom filed from other windows with word in documents management and I,d use it please share me Thanks for any help in this topic  Kamil   

How is the Send Document Link functionality supposed to be used? And, more exactly, the escape characters in the link? I’m testing this with a document class named ‘IPC REV’, thus with a space in it. The result is an url containing DocClass='IPC%2520REV' which does not work if I try it in the browser. 'IPC%20REV' works though. It looks as first the space is replaced by %20 and then the % is replaced by %25. Since this looks like it is done deliberately, what is the story?

Hi,Customers in Cloud Services can store documents in an Azure File Storage area instead of checking them into the database.     I believe the Repository needs to be configured to use ‘File Storage’ (https://docs.ifs.com/techdocs/23r1/020_lifecycle/100_file_storage_service/#setup_file_storage).    The Repository Address and Path fields are not required for File Storage type (https://docs.ifs.com/ifsclouddocs/21r2/default.htm?openpage=https://docs.ifs.com/ifsclouddocs/21r2/CreateAndMaintainDocument/AboutDocumentFileRepositories.htm).      Are there any other configurations required? If the customer has documents stored in the database, this will require a Data migration to place the documents in the Azure Storage area (https://docs.ifs.com/techdocs/23r1/020_lifecycle/100_file_storage_service/fsmigtool/). Does anyone know if Cloud Service provide access to the customer to Azure File storage area to verify documents have been checked in?Scott

Hello All,In one customer I have a requirement to download file from URL file type document. For example: If I copy these three documents it will download the URL paths to a specific folder.Here, however, the customer wants to download the files from a directory, not a URL.What's the best way to handle this?Appreciate any guidance please. Thanks in advanced.

Hello, everyone!Anyone familiar with IFS Cloud 21R2's Send Document File By Email feature in Document Revision window? I have installed the Aurena Agent and when I am trying to send the document, it neither opens the email nor gives any errors.I hope somebody can give us a word of advise on this matter.Your help is much appreciated.Thanks

I Heard IFS is offering or planning to offer file server option for document storage which should be significantly cheaper than storing documents in database server. Is this true?