Document Management (DocMan)

This will include questions related to document management.

  • 685 Topics
  • 3,101 Replies

685 Topics

A
Sidekick (Partner)
ArcPierreLSidekick (Partner)
asked in Document Management (DocMan)

DOCMAN - delete obsolete documents with API

Hello, I look forward to delete in batch some old document revisions.I expect to do this by planning a Migration Job that would execute some APIs at a given frequence (1/week). To do this, I need to use the proper API to delete the file from IFS and remove it from the DB.As I have no possibility to view if the file is deleted from the DB or if it’s only the information on Document Revision “File ref” tab that is suppressed, I’d like to know what is the API to use.The information I have is : Delete document file :  EDM_FILE_API.Delete_File_ Delete document revision : DOC_ISSUE_API.Remove__==> Are these the right APIs to use ?NB : There is of course some other tables to deal with (e.g. object connexions), but it’s not the main purpose of this post.

1
Mathias Dahl
Superhero (Employee)
1 month ago
Drausenhaus
Sidekick (Partner)
DrausenhausSidekick (Partner)
asked in Document Management (DocMan)

Off loading documents from IFS Application Database

Any advice on following question:Company currently stores documents in the database (App9 managed cloud). Due to the number and type of documents (many work order connected photo’s) the database has grown to 4 TB! Without the documents DB size is < 1 TB.  Because of an upgrade to IFS Cloud we need to shrink the database before migrating and question is: how can we off load the current documents?(With IFS Cloud we will use Azure File Storage, or any other storage ouside the IFS database)@Mathias Dahl: any advice from your side would of course also be very welcome 😀

1
Mathias Dahl
Superhero (Employee)
2 months ago
barner
Do Gooder (Customer)
barnerDo Gooder (Customer)
asked in Document Management (DocMan)

DOCMAN - Attach one existing document to several objects/sales parts in one operation

In App9 we could search for a set of SalesParts and then attach one Existing Document to all selected/found objects in one operation. We use it to attach the same document to several SalesPartsThis functionality was changed in Cloud and is deeply missing. We have e.g. 20 sales parts that shall be connected to the same document – and this not done by one/or to click.Today (cloud 23R1 SU6) we do following steps to attach one ExistingDocument to several SalesParts:Find all SalesParts that shall be connected to an existing document (1) (in Sales Parts window) Click on «Stample/Attachmens» «Attach existing» In the side panel you can select an existing document – by default you can search by TITLE (and not a Doc_no!)Step 2-4 must be done for each SalesPart, one by one(!) Do anybody know how to do it more efficient?It could help if we could write doc_no in «Attcha Existing Document» drop down list, instead of seraching by titles or use «search panel» for each time we attach the same document.

3
barner
Do Gooder (Customer)
2 months ago
C
Do Gooder (Partner)
CGMRUNALDo Gooder (Partner)
asked in Document Management (DocMan)

Required a booklet with all the error message in IFS Cloud, for all the domain and their recommended resolutions

can we receive a booklet with all the error message in IFS Cloud, for all the domain and their recommended resolutions 

1
Mathias Dahl
Superhero (Employee)
2 months ago
U
Do Gooder (Customer)
UTALOETSANDo Gooder (Customer)
asked in Document Management (DocMan)

Report Rule to connect Shop Order Pick List to Shop Order

We are trying to create a Report Rule for Shop Order Pick Lists, Report ID SHOP_ORD_CONSOL_PICK_LIST_REP which should connect created document revision to the shop order. On the action “Check in to Document Management”, unfortunately there is no LU ShopOrder available from the list of ConnectedLU.Is there a way to solve this, i..e. to extend the list of connected LU’s ?   

11
U
Do Gooder (Customer)
2 months ago
R
Sidekick (Customer)
rifasrajaSidekick (Customer)
asked in Document Management (DocMan)

Boomi set properties to connect IFS Projections

Dear IFS Team,If anyone has documentation or a link explaining how to utilize the set properties listed below in Boomi for connecting to the IFS projections, please share it. 

1
Mathias Dahl
Superhero (Employee)
2 months ago
P
Sidekick (Customer)
PROAHARSidekick (Customer)
asked in Document Management (DocMan)

IFSCloud Document Default Values

We use the document default SET_APPROVED_SEC_CHKPT, which in Apps9 requires the user to enter a password to finally approve a document revision. We have the same setting in IFSCloud but it does not seem to activate. It is still documented as a feature in the documentation here IFS Cloud Documentation.Does anyone else use it in IFSCloud and is there any reason it doesn’t activate?

4
Mathias Dahl
Superhero (Employee)
2 months ago
K
Do Gooder (Partner)
KeFeUKDo Gooder (Partner)
asked in Document Management (DocMan)

23R2 E-Sign Integration

Hi All,I couldn’t find any documentation explaining this great new addition with 23R2. There are a couple of slides in “IFS Cloud 23R2 - Whats New in Asset Management,” which I have added below.But that doesn’t explain the process flow or the integration.I found two community posts that also only provide very little info.IFS integration for Document Signing | IFS CommunityIFS Cloud 23R2 - new component IFSAPP Docman ESign | IFS CommunityCan someone provide some tips or direct me to the relevant documentation link to make this E-Sign functionality work?Thank you.

6
Mathias Dahl
Superhero (Employee)
2 months ago
iranjali s
Do Gooder (Employee)
iranjali sDo Gooder (Employee)
asked in Document Management (DocMan)

Unable to limit access to the new approval step and copy the approval template functions in the attachment panel.

Hi,I have received a case from a customer. They have applied the IFS Cloud 22R2 LTU permission set (EMP_AND_MGR_SELF_SERVICE_LTU_22R2.xml), and they are using the Approval Process functionality in Document Management.They have enabled Approval Routing for Logical Unit “PersonnelRequisition” in the Object Connections screen so that they can see the Approval Process option in Human Capital Management/HCM Services/ Recruitment/Recruitment Requisition Details – Admin screen/Attachment Panel Image 01They want only HCM personnel to be able to add "New Approval Step" or use "Copy Approval Template". Normal users shouldn’t be able to use these buttons.However, they are not able to remove these buttons using Configuration Context (As the approval steps are coming in Attachment Panel) and since normal users are having access, there is a risk of users modifying the approval steps.Is there any method to enable access only for a limited user group for these two buttons "New Approval Step" & "Co

3
Mathias Dahl
Superhero (Employee)
2 months ago
darshana
Sidekick (Employee)
darshanaSidekick (Employee)
posted in Document Management (DocMan)

ifsapp10 docman

 o   Use of external Document Store locations vs in database storage and advantages o   How to upload documents into IFS (e.g. through automated integration) is this possible ?o   How to provide external access to documents (e.g. to other applications) can it be possible?

4
Mathias Dahl
Superhero (Employee)
2 months ago
Link
Superhero (Customer)
LinkSuperhero (Customer)
asked in Document Management (DocMan)

EDM Basis error message

Dear community,I get an error message while creating a new document. Which API or Activities are affacted?

8
Link
Superhero (Customer)
2 months ago
Marcel.Ausan
Superhero (Partner)
Marcel.AusanSuperhero (Partner)
asked in Document Management (DocMan)

New Doc revision - not copy the file from old rev

@Mathias Dahl  Do you know if there’s any control via Document Default Values to have the File option unchecked by default when we create a new Document revision?The reason for this is that we implemented a CRIM to notify users when a certain document is about to expire. They would need to then create a new document revision and check-in the new PDF. So, we never will need to copy the old file in the new document revision. I see that this FileInfo parameter comes back as True in the API, but I couldn’t find any Document Default Value to control this.  

8
Mathias Dahl
Superhero (Employee)
2 months ago
F
Do Gooder (Partner)
FleStefScDo Gooder (Partner)
asked in Document Management (DocMan)

Arena Agent not working

When I try to upload a file with activated Arena Agent in Chrome, I am getting the following error: When I disable the plugin and do the upload without Aurena Agent, it works fine. I observed this issue in IFS Cloud 23.2.1. In older versions it worked fine as far as I can remember.I can reproduce the issue also on other PCs. Is this a known issue or can I fix it by myself?Best RegardsStefan

5
Mathias Dahl
Superhero (Employee)
2 months ago
PRODQ
Hero (Customer)
PRODQHero (Customer)
posted in Document Management (DocMan)

Doc Approval Terminology

I’m curious … Can anyone shed any light why Document Approvals ‘requiring attention/needing sign-off’ come under the heading “Unattended”, please?  Feels like an odd word to use.  Thanks! 

3
Mathias Dahl
Superhero (Employee)
2 months ago
K
Do Gooder (Employee)
Krishan WanniarachchieDo Gooder (Employee)
asked in Document Management (DocMan)

When copying one routing revision to another the attached documents are not copied

Go to the Engineering >Routing > press the command button Copy Routing Revision function in Aurena / IEE and that have attachments in the routings operations attachments are not copied to the newly created Routing operation.Based on the initial technical investigation , it was observed that when we click the Copy Routing revision button, the application calls to routing_operation_list_API.copy_routings . This function has a parameter called, copy_attach_documents . If this parameter received "1" as the value ,the document should copy. Accordingly, from the application level the specific values passes but from the database level this is not happening.

5
Ushan Senarath
Hero (Employee)
2 months ago
S
Do Gooder (Employee)
Susanne ErikssonDo Gooder (Employee)
asked in Document Management (DocMan)

Navigate from a lobby to Document Folder Navigator and get it populated in expand mode

Does anyone know how to navigate from e.g. a lobby to Document Folder Navigator and get it populated in expand mode in the same way as when it’s opened from the navigator.? The navigation from the lobby populate it, but without the expand button.In the navigator it has Entry Type TREE. I've tried with parameters in the URL but hasn't managed.

1
Mathias Dahl
Superhero (Employee)
2 months ago
hrdilshan
Sidekick (Employee)
hrdilshanSidekick (Employee)
asked in Document Management (DocMan)

Web ChromeClient unable to access file chooser - 23R1SU09

Web ChromeClient unable to access file chooser - 23R1 SU09 Clear Browser CacheRe Started the ChromeEnable the 3rd Party CookiesCleared the User Profile Nothing Helps 😥  

4
Mathias Dahl
Superhero (Employee)
2 months ago
H
Sidekick (Employee)
Hiroshi PereraSidekick (Employee)
asked in Document Management (DocMan)

Application Message Errors, Documents are not moved from DB to FTP

Hi all, There is a customer who is having Application Message Errors when trying to move documents  from DB to FTP.Customer has recently installed UPD20 patch on 20/01/2024. The automated process to move documents from database to FTP is not working. They have got  over five thousand errored application messages with this eror: Target exception in method call : EJB Exception:  Caused by: ifs.fnd.base.SystemException: Target exception in method call : EJB Exception:  Caused by: java.lang.reflect.InvocationTargetException: null Caused by: javax.ejb.EJBTransactionRolledbackException: EJB Exception:  Caused by: java.lang.NullPointerException: null Product Version: UPD20This is how their process have worked so far. They have had a procedure custom package called Z_Bel_Tech_API.Move_Docs_To_Ftp. This procedure is calling IFS's standard procedure Edm_File_API.Batch_Process and that's when the error appears. The procedure Move_Docs_To_Ftp is set to run as scheduled task every day at 17:00. Sch

1
Amila Samarasinghe
Superhero (Partner)
2 months ago
U
Do Gooder (Employee)
UpuklkDo Gooder (Employee)
asked in Document Management (DocMan)

How to find the path/link to the storage location of the images uploaded into Incidents - APP10

In an incident, there will be attachments added.Imagine there are images attached as the attachments of an incident.Is there a way we can get the link to the location where the images are being stored? /Upulka

4
U
Do Gooder (Employee)
2 months ago
LindaK
Sidekick (Employee)
LindaKSidekick (Employee)
asked in Document Management (DocMan)

Two New Document Classes in Customer Environments (!)

Hi  I  have noticed that another two new document classes have been introduced in Document Basic. I am receiving inquiries from customers who are curious about what these are and why this change is happening. Could someone please provide some information on the new document classes and the reasons behind their introduction?FML DOC  Attachments related to faults MM DOC  Attachments related to faultsI found a solved question regarding document class DISCO DOC. Maybe these are related to it.?BrLinda

4
Mathias Dahl
Superhero (Employee)
2 months ago
KaneDK
Sidekick (Customer)
KaneDKSidekick (Customer)
asked in Document Management (DocMan)

Confidential Document class

Hello, Is there an option to “lock” document classes, so people need a password to open and view specific documents? As example, sick-leave documents in My Absense Calendar or medical expeses in Expense Sheets?Besides the “Restriction” which have in place on some documents, but if you are in that group, you can see all the documents, we need to limit that further. So person A can see document 1, 2, 3 and 4. But Person B can only see 3, 4 and 5  Thanks,Michael

1
Mathias Dahl
Superhero (Employee)
3 months ago
M
Do Gooder (Employee)
MaheeshaKDo Gooder (Employee)
asked in Document Management (DocMan)

Images are appearing as Thumbnails not as full size photos in work task.

While attaching media through MWO app to a work task, the photos are appearing as thumbnail, not full-size photo in IFS APPS10 IEE. Is there any settings to set up in media manager?  

4
Mathias Dahl
Superhero (Employee)
3 months ago
LsyPawelZ
Do Gooder (Partner)
LsyPawelZDo Gooder (Partner)
asked in Document Management (DocMan)

Konfiguracja kolumn dla widoku listy nie zapisuje się.

When you create a document attachment and link it to a business object of the inventory item type, for example, you want to display it in a list view. Next, we limit the number of displayed columns. We write the whole thing down. When you want to open this view again, the settings are not saved, because the default view is displayed. 

3
LsyPawelZ
Do Gooder (Partner)
3 months ago
J
Sidekick (Employee)
jamiSidekick (Employee)
asked in Document Management (DocMan)

Advanced number generator cannot be used on the B2B web

Hi, why is the advanced number generator banned if the document is available on the B2B web portal? Can the blocking be edited off?

2
J
Sidekick (Employee)
3 months ago
P
Do Gooder (Customer)
PATHDRDo Gooder (Customer)
asked in Document Management (DocMan)

B2B attachment "order service" - no object connection

Hi all,I have a problem setting up test users for our B2B portal. I have created a permission set which contains the FND_WEBENDUSER_B2B and custom functional role which has granted the projections EquipmentObjects, OrderServiceEndCustomer and ServiceRequest.I log into B2B and “order service” via the service center lobby (<baseurl>/b2b/ifsapplications/web/assistant/OrderServiceEndCustomer/OrderAService;$action=LobbyPageName...). I fill in the form with all necessary data and attach a document (14KB PDF file). When sending the form the portal tries to do some action and then show the following error message:I have checked the log but I can not identify a specific issue to fix.Application - CMD(1): action({"name":"CreateServiceOrder","projection":"OrderServiceEndCustomer","bound":false,"params":{"ErrDescr":"${ErrDescr}","ErrCauseLo":"${ErrCauseLo}","PriorityId":"${PriorityId}","LocationId":"${LocationId}","MchCode":"${MchCode}","MchCodeSite":"${MchCodeSite}","Symptom":"${Symptom}","

2
Mathias Dahl
Superhero (Employee)
3 months ago

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