Document Management (DocMan)

Is it possible to disallow the addition of an approval step when the status of the document revision is "in the approval process" ?  (in Version IFS10)

Hi, where can I find the full Service List options for object connections?

Hello everyone,Any idea whether IFS has rolled back Document File (to use new file or existing file) option in IFS cloud. I am unable to find this option while creating document through Create Document Assistant process in IFS cloud.RegardsAbdul Rehman

Getting Error “Invalid file name” when trying to save document using “Copy File To…”It is working when using another option “Original File Name” to download the file.Normally this happens when  file name includes invalid characters, but in this it is not the case. Even changing file name to a simple one does no resolve the issue.Any advice on how to resolve this?     

Hi everyone!I’m using POSTMAN to upload documents to IFS Cloud 21R2 and have successfully uploaded to the document manager with many thanks to the people who provided the detailed information in this topic: My requirement is to upload to the media library rather than the docman so I’ve also looked at this topic (again, many thanks to the contributors):I’ve used MediaLibraryAttachmentHandling.svc/CreateAndConnectMedia to get the ItemId and then I’ve tried to patch with MediaLibraryAttachmentHandling.svc/MediaLibrarySet(LibraryId='1013') and also MediaItemHandling.svc/MediaItemSet(ItemId=1013). Whatever I try to upload fails with unsupported content type.I tried just providing a png or a jpg file and let POSTMAN set the headers: Following the instructions in the above post I then specifically set the content type, if-match and X-IFS-Content-Disposition I can successfully upload both png and jpg as media files as a user.Thanks in advance for any suggestions!

From the right-click menu on the document revision screen, execute "File Operations" - "Print Document" to download the target file in the following directory　The directory set in the local checkout path + \tempIs there a way to print this file without downloading it?Or is there a way to delete the file immediately after printing?(The downloaded file is not needed since it is running for the purpose of printing. It would be difficult to manually delete the file each time it is printed.)

I have exhausted my searching and research into document management and cannot resolve this issue.I have a user setup that can attach and view their own attachments but not other user’s attachments.Both users are part of the document class group.  All documents have been approved.When I assign the user DOCMAN_ADMINISTRATOR, they can view the documents.  I have read the Document Access help page and it did not help. 

My customer has the following idea: prepare a sales contract in IFS, maybe prepare a base document revision using a macro in DocMan and next export the document to Teams. This allows a multitude of persons that have no access to IFS to update the document, expand it etc.Once ready the document will be checked in into IFS again.What would an efficient process be for this? Or maybe something automatic?

Repository is defined as shared and the status is set as generating. Now, when I try to manually check-in a document using document revision, I would get the following error. Yet, if I set the status as usable, files get checked-in to document revision without any error.  Shouldn’t the status generating correct value rather than usable? Are there any configuration to make? Further, when even files get check-in, they are not available on the file location. Yet I could view the document without any issue. Could someone elaborate this behavior as well?  Thank you! 

Dear IFS Community,To set up an interface we need to download the documents associated with a business object.No problem to do this with an End User , however, when we try to download a document with a Service User (user type = Service User) it does not work.Here is the message displayed :{"error":{"code":"ODATA_PROVIDER_ERROR","message":"An internal server error occurred. Contact administrator.","details":[{"code":"PROJECTION_IMPL_EXCEPTION","message":"Error when reading the file: You do not have view access to download this document."}]}}'The service user has all the accesses, like the end user with whom everything was ok.Did somebody have you ever seen this problem?

Attending a webinar regarding Document Managament where Bookmarklets were presented …How can I make them myself ? 

Is there a setting to default new document attachments to “Approved” and “Released” status when registered? To change the document status so that it can not be edited without performing a formal revision cycle.

Hi Team, I'm hoping to connect customer invoice PDF document back to customer order. Following is the report rule :   and following are the actions: When I invoiced customer order, it does not create any record at 'Report rule log' page and same time there is no error in Print manager as well.Could anyone here suggest, what are the changes should be made to actions?Cloud version 22R2

HelloWe have a couple of users who when using the RMB to perform Instant Authorization in the Posting Proposals screen have overnight come across an issue with the Preview section of the screen.  These users who previously could see the Preview section now cannot and the document being authorised now opens up in full screen mode in Adobe.IFS takes some time to open the document in full screen mode - the user then has to close the adobe screen, authorize the invoice(s) and then IFS once again re-opens the document in full screen mode.This change in behavior is really slowing down the authorization process for our users.Does anyone know why the Preview section of the screen is no longer available to the users and why all of a sudden these documents open up in Adobe full screen?ThanksAS   

When a user is downloading a document maintained in the system in Document management, a few pieces of information should be printed/ attached to the document for example,           USER ID of the user who downloaded the document.           Timestamp: Document downloaded time.Is there any way to get this request fulfilled? This is achievable via document macros, but the problem is, the customer does not like to use a document template. Any thoughts on this? 

I would like to know more about the explanation for the following pages as help on .file storage types1. "Complex to setup" is described in the case of "FTP", the environment required for setup and the setup procedure.2. "Very secure" is described in the case of "database", but we would like to know the specific reason/contents why it is more secure when compared to "FTP".https://kw-erp-ifs-vm-2.5kxpe4zzxgje5el0mp3f1l4iad.lx.internal.cloudapp.net:48080/ifsdoc/documentation/ja/default.htm?openpage=https://kw-erp-ifs-vm-2.5kxpe4zzxgje5el0mp3f1l4iad.lx.internal.cloudapp.net:48080/ifsdoc/documentation/ja/CreateAndMaintainDocument/AboutDocumentFileRepositories.htm 

When I press "Release" from the right-click menu "Status" on the document revision screen, the following message appears and I cannot release the document(IFS10). "Need object reference for document revision ([document class]-[document number]-[sheet]-[revision]). Check document title."Is it possible to make a document revision released without a object reference? 

How can I change local checkout path ?It is not automatically set, after first time of checking in/out the document, and it is not possible to change it in the User setting even if the user has document admin access.

Hi,We have set up a new report rule to get the PDF from our Project invoice print, check it in Document Management and attach it to the Project Invoice screen. It works really well if the Document Management repository is set to Database but we cannot get it to work if is FTP. We are in Apps10 UPD6.Has anyone got a report rule Check in Document Management to work with FTP or do you think it is a restriction from IFS?Many Thanks and Regards,Anne-Sophie

Hi All - Does any one know the way to download the attachments from a particular screen in Bulk ?

Hi,several customers who use Aurena client in Apps 10 or IFS Cloud ask for the old functionality to configure the attachment panel if it should show icons, lists or details. Of course it is possible to press the button ‘Document Revisions’ to see all the details of all attached documents.Is it on the roadmap for DocMan to offer a possibilty for getting the table view of all connected documents in the attachment panel? This should not be a big modification and would help all customers who have lot of documents attached.Best regardsHeinz

With WIP report being a moment in time report, can I schedule the report to run at a certain time and then have it email that report or put it in the report archive to print later?

Good afternoon, I’m trying to set up macros for a customer environment and I’m unable to make it work for a customer environment in cloud. I’ll list out the bullet points of steps followed to see if anyone could help out: Downloaded and installed IFS Aurena Extension (for correct environment) Created new Doc Class Created Document Macro Blocks    Created Document Macros:   Entered the Object Attributes for Macros:    Copied Macros into Doc Class Management page (checkin, checkout, createnew)   Created Checkin, Checkout and Createnew in Doc Class Process Action with macro option: RunIfOnlyOne (tried SelectAndRun too) - and Name Files Using: Force Document Title and Name.   Made sure that on Object Connections, the Logical Unit contains the “DocReferenceObject”   Then when creating a document from the LU chosen, and opening the Word Doc (doing it for Word07 - Docx), and clicking on: Insert > Quick Part > Document Information > DocProperty   After following those steps, I a

 Hello, I am using IFS version 8. On some computers, when "view" is tried in the document management system, it throws it from IFS. Is anyone experiencing this problem. IFS closes on my computer with the same user, but not on my friend's computer.

Hello Everyone, There is a requirement to send Attachments  with the same email of the Purchase Order’s Print Order...The mail should contain the attachments of the Purchase Order as well as the Purchase Order report.This should be happen only if the attachments are in specific document classes eg: 4600 - 4699.This should be work in Aurena as well. Please let me know if you have any idea of how to do this.  Many Thanks,Denuka