Document Management (DocMan)

From what I have read, when a Document Structure is Released with Released Documents in the Consists of Tab, the Structure Documents are Locked.  To Revise a document in the Consists of tab and Replace the previous Revision, the Parent Document Revision needs to be Revised.    When creating a New Revision, there is a statement saying You cannot replace a revision on a parent that is Released or Approved.  There is a statement saying You can always replace the revision later (manually) if you change your mind.  Is this statement in regard to the previous statement regarding replacing a revision on a Parent that is Released or Approved?Once the new subdocument is Released, On the Parent Document, on the Consists of Tab, there is an option to Replace Revision and you can replace a sub document on a Released Revision.   Is this a bug?  Is there a setting to not allow any new subdocument revisions unless the Parent Document Revision is revised?We want to lock down the revisions of the subdo

Hi,Below is an issue raised by a customer,“Document Revision is NOT created and attached to ProjectInvoice object when using the “.rep” layout in Report Rule.”They need documents (pdf)  that will be produced from an operational report and attached to ProjectInvoice object and would like to use Report Rule to set this up.A Report Rule was created for the original PROJECT_INVOICE_REP with some hardcoded values for testing.When testing the print job functionality for the report_id_ := ‘PROJECT_INVOICE_REP’ and layout_name_ := 'ProjectInvoiceRep.rdl', the result pdf is visible in Report Archive, the document is created and attached to the ProjectInvoice object, so the Report Rule works fine.However, Document Revision is NOT created and attached to ProjectInvoice object when using the “.rep” layout in Report Rule.The result pdf appears in the Report Archive and it looks as expected, but no document has been created by the Report Rule.Why is .rdl ok to create Document Revision and .rep is no

Hi,I have two questions regarding Transmittals in Document Management in IFS Cloud:1. Email recipients not added automaticallyWhen sending transmittals by email, the generated Outlook email does not automatically include the customer/supplier as recipients.I believe that email addresses have been entered in all relevant places (customer and contact person).If there is a specific location or setup where the email address must be defined for it to be picked up in the transmittal, please let me know so I can correct it if needed. 😊2. Handling larger transmittalsI am currently evaluating solutions for larger transmittals.The customer can send/receive up to 150 MB, but typical email setups are limited to around 35 MB.Therefore, we need another solution than email for sending larger document packages.What are the recommended approaches in IFS Cloud for handling large transmittals? Are document links or external sharing supported/recommended?Any guidance or best practices would be appreciate

In 25R1, I am trying to add a comment to an Outwards Transmittal. I cannot figure out how to do this, The Steps I followed are :1.Create Document Transmittal 2.Connected to a Project3.Entered Expected Send Date and Expected Latest comment days as today4.Connected Report to Transmittal5.In the Files to download section , Original and Comment files were enabled6.Added Documents to the Transmittal7.Documents were Quick Released8.Changed the Status of the Transmittal to Sent9.Added Acknowledgment10.Status was changed to Acknowledgement Received11.??? Need to add Comment - NOT SURE HOW TO DO THIS ?  

I have provided access to view documents of particular document class in IFS. Still users are able to attach the document in IFS for that document class.

Hi,can you tell me, pls, what the REPLICATED field is for …(IFS Cloud, Application service update: 25.1.9)Thanks a lot!Vít 

Hi, I want to hide the Corrective and Preventive Actions section only for some users. I could not find any permission set that can be used to hide this. 

Hello Community, Can anyone tell me what's the functionally document transmittal feature when distribution method is Email/FTP?And Is there any setup guide available? With Best Regards,Jewel

przy próbie dodania załącznika w formie dokumentu lub pliku, pojawia się komunikat:“Edytowalna flaga transformacji połączenia obiektu jest ustawiona na Brak. Nowe połączenia są niedozwolone.”Pytanie: Gdzie znaleźć tą flagę , która za to odpowiada?

Hi All,I noticed when running tests that there is a discrepancy in IFS Cloud when it comes to creating a new Document from a Document File Template.According to IFS Cloud Documentation, anyone who wants to use a template requires view access to the Document Revision acting as the Template.This holds true for the page New Document from Template, where I can only see the templates that I have access to. However, it is not true when I try to initiate the same action via Attachments - New Document from Template on any business object, like a Document Folder or Work Task.In these cases, I have the full range of templates visible and can move on to naming the Document. However, when I try to finalize, I finally get the error message.This is very confusing and will likely impact how well the module is received by new users attempting this.Is there anything that can be done so that creating from a template through attachments hides unavailable templates just like the New Document from Template

Why does IFS not provide the basic Macros in new installations?Is anybody able to share the standard Word and Excel Macros that IFS use in their sales demonstrations?

Hi All, in 25.2.2 I’m trying to use the Scan Delivery Note functionality.https://docs.ifs.com/ifsclouddocs/25r2/lang/en/?openpage=https://docs.ifs.com/ifsclouddocs/25r2/lang/en/Receipt/AboutScanDeliveryNote.htmIt all goes well until I try to finish the process when I get the error message that DOC_CLASS is mandatory. There is no field to set Doc_Class. I also looked into Document Default Values / Object Properties / System Params looking for a  way to define a default doc_class for the scan delivery note functionality.​@Mathias Dahl do you have hints on this? Could this be a bug?Below are the steps to reproduce this:Step 1 - attach a PDF - delivery note - there is no field for DOC_CLASS that can be filled Step2 - The data is read correctly from the PDF: Step3 - Finish - error message:error comes from below projection call:projection/v1/ScanDeliveryNote.svc/CreateAndConnectDocPayload:LuName: "ExtDispatchAdvice"KeyRef: "DELNOTE_NO=test^MESSAGE_ID=737^"PL/SQL function:Scan_Delivery_Note_S

The customer wants to direct his share-point documents to IFS application through an BIZAPI integration (using an XML file). Like we can attach oracle path/local documents by just giving the file path (eg: C:/IFS/PROD/PDM/ABCDE123.pdf) through an object property , is there any method we can use in this scenario to attach those share-point documents? If there’s no any way, what is the best approach we can give to the customer as a solution?

Can a timestamp be added to the distribution history to see when someone has clicked 'Read'? Is there any other way to know when they click 'Read'?

How can we distribute the same documents to another user? If we duplicate them, do we need to change the user ID in each document? Is there any way to do this quickly? For example, if there are 50 documents, we would have to change the user ID 50 times.

How do we know if someone has clicked Read for distributed documents in IFS 23r1?

The attachment pane has another title in one environment. Does anyone know where I can configure this setting ? It has the title “Category “ this has the title “Documents” in other environments.   

Hello,Is it possible to define the viewer's default display type for PDFsBy default the viewer open file in “Fit Width”. I would like to obtain a “Fit to page” display. 

Hello, we have an intercompany issue… where I have a Slovak customer order that is divided into several items within package part structure and afterwards, these package part structures are transffered onto the internal customer order. I can transfer the documents onto the package part structures but I cannot transfer already transffered documents, correct? Any solution? Does anybody has already BPA solving this by any chance?  Thank you,Best RegardsPetaKu   

The e-sign functionality is only supported in IFS Cloud Services deployment. Remote or On-Premises installations are not yet supported.Is there a plan to support this for remote?

Hi,I would like to replace the ordinary attachment panel for uploading files, with a drag n drop zone in a screen.How can I do that?

Hi,We have recently cloned the PROD to UAT. Now I am using the Aurena Agent for Excel attachments in UAT. Attachment, Creation of file work correctly however, When I refresh the file, I get the data from PROD rather than UAT, How should I fix this, I believe there is something to change in UAT

Hi,We are looking for a way to import documents from a shared folder or local c drive into IFS cloud document management.Tried using Cloud File storage Migration Tool (FS Mig Tool) but seems it is most suitable for environment-to-environment migration.The documents need to be attached to the corresponding business object screens under the attachment section. Importing them manually one by one would be time consuming, so we are looking for a batch import approach.Any suggestions would be greatly appreciated.Thank You!

Hi IFS Community, We are going to move documents from DB to FSS via ‘Transfer Document’ assistant. The customer is a live customer hosted in IFS Managed cloud and therefore we do not have access to File Storage. Then I have a major concern on what will happen if any technical failure happen ? Is there any chance of happening technical failure during the transfer.  I have analyze the code and here are my findings.Back ground job created for ‘EDM_FILE_API.Batch_Process’ and then execute Batch_Transfer_Handler_API.Move_From_Db_To_Fss. This create application messages to transfer each file to FSS. Then the IFS connect logic executes as below.I would like to check whether is there any chance of executing modifyLoactionName without executing actual logic for physical file transfer. The location Name in Edm_File_Tab will be changed when ‘modifyLoactionName ’ executes.  1.0 Can IFS RND consultant can check whether is there any chance of happening this ?2.0 Does any consultant among IFS communi

The user is intermittently unable to create Field Activities, as the system returns a negative acknowledgment along with error messages. (25R1)The issue: Occurs sometimes and only for some users Cannot be consistently reproduced Does not occur every time the action is performed Test steps to replicate the issue - Navigate to the page “Prepare work order” and select a work order Go to the bottom of the page to the Attachments section Select the DOCUMENTS tab Click the New Document button Attach the PDF and click OK Error message:Error when writing the file: Error while uploading the file. Detail: Error while uploading the file. Error from inside uploadFileNew: Failed to create the file entry. ORA-01502: index 'IFSAPP.EDM_FILE_STORAGE_RK' or partition of such index is in unusable stateORA-06512: at "IFSAPP.EDM_FILE_STORAGE_API", line 2320ORA-06512: at "IFSAPP.EDM_FILE_STORAGE_API", line 2352ORA-06512: at "IFSAPP.EDM_FILE_STORAGE_API", line 2360ORA-06512: at "IFSAPP.EDM_FILE_STORAGE_A