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Document Management (DocMan)

This will include questions related to document management.

  • 1,010 Topics
  • 4,308 Replies
1010 Topics
I
Do Gooder (Employee)
isujlkDo Gooder (Employee)
asked in Document Management (DocMan)
How to Send TO: mail address using Aurena Agent with PDF attachment

 Hi All,We created a command button called “Email Quotation” in the Sales Quotation window. Once the user presses the command button, the system will open up the new outlook mail attached with the relevant sales quotation report pdf. At the moment this is working fine. For the solution I used “agentcall DownloadAndSend” function.New mail TO: user email address is missingThe problem is we can't pass the “To” mail address using this Aurena agent call. DownloadAndSend(odata, filename, subject, body, (setreadonly, overwritereadonly));As you can see above in the function, we can only use email body & subject.Is there any possible way to do this using Aurena Agent?Also, I checked all the other Aurena Agent API commands but cannot find the relevant API call which is similar to my requirement. /Isuru.  

2311
Mathias Dahl
Superhero (Employee)
M
Sidekick (Customer)
mariamejlholmSidekick (Customer)
asked in Document Management (DocMan)
Possible to automatically add specific approval templates based on users company?

Hi, Would it be possible to make the system default a specific approval template based on the county that the creator is from?Fx a manager from Germany is creating a document with a specific document class - could the system then put on automatically a specific approval template where the system reads that this user (the creator of the document) is from Germany and therefore it puts a certain approval template directly on the document - and then a different one if the creator of the document is e.g., from France? Best regards Maria

992
M
Sidekick (Customer)
X
Sidekick (Partner)
XitLokesYSidekick (Partner)
asked in Document Management (DocMan)
Can someone help us in understanding the Redline functionality in IFS document management

Can someone help us in understanding the Redline functionality in IFS document management

2105
X
Sidekick (Partner)
C
Do Gooder (Customer)
clint1028Do Gooder (Customer)
asked in Document Management (DocMan)
Document Class In Aurena Not allowing view access

We have implemented several new document classes and moved a bunch of user’s to Aurena ClientWe are finding that our new document classes don’t allow anyone except the user that uploads the document attachment the ability to view the document.We are in the Change Request and the new document class can’t be viewed but the old one can.This is a new user and has not been placed in any specific user groups to get access to either document class.  Please help.

1122
Mathias Dahl
Superhero (Employee)
D
Sidekick (Employee)
Dinith PathirageSidekick (Employee)
asked in Document Management (DocMan)
Merge documents into one PDF.

Hi, In the document Object Connection window, When trying to have an output of the below documents in for of PDF, they are saved individually on the hard drive or locally in the laptop. Is there a possibility to combine or merge the files in one PDF.(Usually these can be saved as seperate single files.)Example one Example TwoThanks and Regards,Dinith.

2863
Mathias Dahl
Superhero (Employee)
TecEsentG
Do Gooder (Employee)
TecEsentGDo Gooder (Employee)
asked in Document Management (DocMan)
Integration to OpenText ECM

Good Day,We are looking for partners/customers that have integrated Opentext ECM into IFS Platform.Any support or guidance will be appreciated.Regards,EC

1000
TecEsentG
Do Gooder (Employee)
C
Hero (Customer)
chajashHero (Customer)
asked in Document Management (DocMan)
Document Embedded PDFs

I have a user who can download and view a word document, but cannot open the embedded PDFs in the document.  He does have view and edit access to the document class….I can both download, view, and open the embedded PDFs so it is not the document…I am stumped….anyone have suggestions on what to try?We are using Apps10 upd.14IEE

913
C
Hero (Customer)
R
Sidekick (Customer)
roshangaSidekick (Customer)
asked in Document Management (DocMan)
Document upload error

Hello,When trying to upload a document in IFS cloud, im receiving below error.Something went wrong when uploading the file using the Aurena Agent. Error message: Missing or empty mandatory parameter: odata i did a bit of an investigation and the error comes from command CreateAndConnectDoc in the DocReferenceObjectAttachment.client file. When trying to execute the agentcall Upload this is getting failed. It looks like we cannot access aurena agent code. Can someone explain me why this error is raised. I suspect the file part could be a reason. File is located in a folder structure like below.C;\Users\t.user\New Folder\Test.pdf any help is highly appriciated.. ThanksRoshanga

6476
D
Do Gooder (Customer)
J
Sidekick (Employee)
jamiSidekick (Employee)
asked in Document Management (DocMan)
How to add a view file to a document revision?

How to add a view file to a document revision? Customer has an original DWG file stored to a document revision and they need to have a PDF file as view copy.

1471
Amila Samarasinghe
Superhero (Partner)
K
Do Gooder (Customer)
KevinLachDo Gooder (Customer)
asked in Document Management (DocMan)
B2B Supplier Portal - Document Upload

We’ve been live with the B2B Supplier Portal for a couple of years. When we started, we created a new permission set for our suppliers based on B2B_SUPPLIER but with limited permissions. This, or some other restriction, prevented the suppliers from uploading documents into the PO’s on the portal. If they try to do so, they are presented with an error that says, “Your system administrator has not granted permission to complete that action.”. Now, we are being asked to turn on the functionality which allows a supplier to upload a document in the portal. I can’t find out where or how to do this. I don’t even know if it is in the permission set B2B_SUPPLIER. Does anyone know how to accomplish this?

2767
K
Do Gooder (Customer)
durette
Superhero (Customer)
duretteSuperhero (Customer)
asked in Document Management (DocMan)
EDM Repository - Wildcard Document Class in Cloud

Under EDM Repositories in Apps 9, we use a wildcard * for the Document Class.This wildcard isn’t honored when I uplift this setup into Cloud, nor can I save a repository in Aurena if it has this wildcard.We have nearly a hundred document classes but exactly one document repository. Is there a way to avoid duplicating the EDM Repositories setup across all our document classes?

992
durette
Superhero (Customer)
A
Sidekick (Customer)
AnnaSidekick (Customer)
asked in Document Management (DocMan)
Obsolete Document Revisions Notification in Aurena

So I’ve just had a department here go live on Aurena (Apps 10) and they noticed that in Aurena, we no longer get a prompt or warning when we are about to view an obsolete document. Are there plans to change this or is this fixed in cloud? Basically our users have to be extra diligent when looking at document revisions to open the correct “released” document. IEE functionality today informs us that the document we are about to view is obsolete.View Document in Aurena just downloads the document and doesn’t warn us that the document is obsolete. 

1885
Mathias Dahl
Superhero (Employee)
LsyPawelZ
Sidekick (Partner)
LsyPawelZSidekick (Partner)
asked in Document Management (DocMan)
Problem with shared repository during writing a file.

When you try to save a file to the repository, the following message appears: The repository is configured as follows: address repository look so: What is done wrong?How should the user of the shared folder be configured correctly?

623
Mathias Dahl
Superhero (Employee)
R
Sidekick (Partner)
Ryo AsadaSidekick (Partner)
asked in Document Management (DocMan)
[Document Management] multiple file Check-in behavior

(1) Can I Check-in multiple file types in one document revision (1Document Class/1Document Number/1Revision/1Sheet)?(e.g., save a combination of a DWG file, an EXCEL file and a PDF file) (2) If (1) above is Yes, is it possible to Check-in multiple file types, each with only one file? (e.g. Check-in only one file from the registered DWG file, EXCEL file and PDF file)

751
Mathias Dahl
Superhero (Employee)
J
Sidekick (Employee)
jamiSidekick (Employee)
asked in Document Management (DocMan)
How to set document revision obsolete automatically?

How to set old document revision obsolete automatically, when new revision is created?

3546
J
Sidekick (Employee)
P
Do Gooder (Employee)
PasinduDo Gooder (Employee)
asked in Document Management (DocMan)
Media file upload in an assistant

I'm doing a customization for an assistant, and I need to upload some media files there.I have checked the existing assistant similar to this and did the exact development. But I'm getting the error "Unable to fulfill the request due to unexpected server state" and 500 status code for MediaObject in Dev tool. And I noticed that there's a Java class attached to the Projection also. Is it mandatory to create a java class for these kind of media file uploads?  

2684
P
Do Gooder (Employee)
ZIGESAMM
Do Gooder (Customer)
ZIGESAMMDo Gooder (Customer)
asked in Document Management (DocMan)
Aurena page with overview for person association person groups

A person can be assigned to several person groups in the document managment area.Is there a page in Aurena wich shows a list of all assinged person groups for one person?

635
Mathias Dahl
Superhero (Employee)
I
Do Gooder (Employee)
isujlkDo Gooder (Employee)
asked in Document Management (DocMan)
Open up an Outlook mail with attachments and eSignature in Aurena

Hi,We created a command button called “Email Quotation” in the Sales Quotation window. Once the user presses the command button, the system will open up the new outlook mail attached with the relevant sales quotation report pdf. At the moment this is working fine (used “agentcall DownloadAndSend”) but the customer needs to get the e-signature into the new outlook mail. Is it possible to open up new outlook mail with a loaded e-signature in Aurena? Please see the below screenshots of how this works in the Aurena application right now.  Also, I checked the formatted text in outlook mail. It's “Aa plain Text”.  

3184
Mathias Dahl
Superhero (Employee)
X
Sidekick (Partner)
XitSakunESidekick (Partner)
asked in Document Management (DocMan)
Unable to add attachment!

Dear All,This error occurs on APPS9.In every window when we go to create a new document, it shows this error message. I checked the docman_temp_path using cofiguration.xml and the mentioned folder is already in the correct location. can’t determine what is the reason for this issue. kindly, expecting a favourable response from you. Please check the screenshots to get a better understanding.Thank you and Best regards. 

3786
Mathias Dahl
Superhero (Employee)
R
Do Gooder (Employee)
RAPIPLDo Gooder (Employee)
asked in Document Management (DocMan)
Docman Attachments via Outlook Panel

Hi everyone,I would like to know why I can’t see correct docman class and correct file type.See the screen on below :My settings  I create a BA in outloook with wordx file  : finally I received   docman revision  Question is -  why if I have in my settings docman class CORR, I received docman in DCORRR classand why if I Attached wordx from outlook I received autocad file in IFS CLOUD. Maybe its just a simple set up :)

1043
R
Do Gooder (Employee)
ZIGESAMM
Do Gooder (Customer)
ZIGESAMMDo Gooder (Customer)
asked in Document Management (DocMan)
Document Create from Template, Macro not executed

We want to execute a document macro after creating from template. Follwoing procedure is supposed:the document is created with class and format file is copied from template file is checked out macro CREATENEW should be executed!The macro is not executed. Instead the file is only opened. (document process action is set for the class, document class has macros set, CHECKIN and CHECKOUT work normal)The Debug log shows the following lines:CreateDocFromTemplSet(Objkey='6FB1409321FB4B0AB9881F4B51C5E937')GetDefaultValuesForNewDocument(LuName='EngPartRevision',KeyRef='PART_NO%3D0398028%5EPART_REV%3DR01%5E',DocClass='2057',LanguageCode='de',Format='A4',DocRev='A1',DocSheet='1',OnClassChange='NO')CreateDocumentGetLocalFileName(DocClass='2057',DocNo='1000543',DocSheet='1',DocRev='A1')GetMacroInfo(DocClass=null,DocNo='1000543',DocSheet=null,DocRev=null,Process='CREATENEW')GetAttachmentCount(Lu …… With that Parameters for GetMacroInfo there is no macro found.The question is now, why are the paramte

2683
Mathias Dahl
Superhero (Employee)
N
Sidekick (Customer)
NicklasMadsenSidekick (Customer)
asked in Document Management (DocMan)
How can we pull copies of documents via PLSQL and place them a specific place

HiAt various points, we need to get 100+ documents out of IFS, and leave at a specific path for others to then take. Is it possible to get these documents out via PLSQL. By searching the community i have found others who got documents out by mail, but with 100+ documents at a time this does not seem like a feasible solution.We have discussed having a Custom menu with a PLSQL method underneath. Could this work?And is it possible to place the files on the users machine, or only one central spotBest Regards

1493
Mathias Dahl
Superhero (Employee)
P
Do Gooder (Customer)
PatrickDo Gooder (Customer)
asked in Document Management (DocMan)
CLOSING DOWN WORK ORDER

How can i close down a work order with multiple work tasks lines

2242
Thommy
Hero (Employee)
P
Do Gooder (Customer)
pmsm4488Do Gooder (Customer)
asked in Document Management (DocMan)
how to create document management lobby

Hello Everyone, can anyone help to understand how we can create lobby of DM, I can see all lobby for other module but for doc. management there is nothing. do we need to create or is there any option to enable view? 

1603
S
Superhero (Customer)
K
Sidekick (Employee)
kibsdkSidekick (Employee)
asked in Document Management (DocMan)
Document Management and Snowflake

We have a customer who wants to capture really large files from Technical inspections - typically Videos and high resolution images.They have an option on running this on Appl 10, but eventually will have to move this to IFS Cloud.The files also needs to be shared with external parties on inspections where thrid party contractors are involved and the files needs to be accessible from with IFS Document Management if possible.Question is if we somehow can use a shared location for this - customer has asked if Snowflake could be a supported platform.I am not an expert in technical file sharing - so here is my question :-:I know we can store large files on shared locations - but does this also cover solutions like snowflake? If a file is entered via document management and stored on a shared location - can we then also share access to the file from share directly to external parties - like e.g. allowing a contractor to view a video stored in Snowflake (or similar) directly - as well as let

1821
Mathias Dahl
Superhero (Employee)

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