Document Management (DocMan)

Hi, Are there any existing macro layouts for document management in Cloud ?For example, create a PDF file when we are checking in a Word document.Thanks! Linda 

Hi Docman lovers!I think the comment will probably be missed by many. If you are interested in importing e-mails from Outlook into IFS in a simple way, you should check it out:https://community.ifs.com/document-management-docman-248/attachments-27075?postid=97775#post97775(It works for multiple e-mails as well)Happy dropping! 

can we add more than one attachment to Aurena assistant ?  Pls advice how to do that.   

Hi,I am trying to enable Object Connection Transformation for attachment in GL Voucher.And get this error while Updating GL. Does any one know how to setup this properly?ThanksGayan

Hello All,I’m hoping you can help me, looking at our ftp servers for document management there seems to have been duplication of files (this is around the time last year when we had server issues). Before I just go ahead and delete files from one server I want to check the database itself for these files to see where the database record is pointing to. Unfortunately I can’t seem to locate the table. Table edm_file is just showing the path not the repository address - any ideas on which table I need to check?Thanks Sarah

IFS CloudI have Sales Part documents (PDFs) that are occasionally updated. We have been able to attach the Sales Part Document to the Customer Order Line Item.   I would like to send them to every customer that orders that sales part.  But I only want to send them once, the again if the documents change.I want to compare the Creation Date of the Sales Part Attachment to the Date the Customer on the Order last ordered the Sales Part.   If the Creation Date is Later than the Order Date, send the PDF Document with an Order Confirmation Report.How do I get the variables to make the comparison to include or exclude the PDF?Can this be in a Report Rule that would allow the test of all line items?  with multiple attachments?  

DocMan in Aurena and IEE requires a Check out folder to handle view and edit of documents. How is this done on Iphone and Ipad? 

I want to retrieve data from IFS database into a Word document, e.g. work order number and task number to which the document is connected. Document is stored to IFS docman and data should be fetched when document is opened for viewing.Is it possible to do the procedure with document macros?

Hi Is there in IEE a way that a user might grant document access to multiple documents without having to open every single document individually?We would like to avoid PLSQL scripting, as the user who would give access do not have access to the database, but are only admins in the document management area.Is there a screen we cant find, or a IFS standard RMB or assistant which does this? We are on IFS10 upd.8Best Regards

Hi,This message appears when we open user settings. See attached picture.How do we solve this? I have tried to find a solution but can not find one that fits :-) /Linda

I need to be able to print the quotes in word format. In IFS standard, we can only print them in pdf format.Is it possible to generate the quotation form in word format with all the required information?

Our customer is in APPS8 and they require to convert file type DOC and XLS in DOCMAN to DOCX and XLSX for existing documents. The reason why they want to change is that old file type could be a security risk and are sometimes blocked by Onedrive. Therefore, the customer thinks the only reliable solution is to convert file types to DOCX and XLSX.Is there a recommended mechanism/process to get this done? Appreciate any input.

We were having an issue moving the file system that contains all the documents (i.e. invoices, contracts, etc.) on 9.7 to Cloud.  Under 9.7, there are about 120 GB of files stored on a drive attached to the apps server: We need to move the data to another location (e.g. windows server or Azure file system) and attach to Cloud, or temporarily attach the currently used file system on 9.7 (i.e.  \\MLHAPP01-PROD.mlh.local\E$\IFS\DocMGMT\ ) to Cloud.  We’re having 2 issues: 1) attaching a Windows based file system to Cloud through the Linux middle tier.  We’re not having success figuring out the proper configuration.  2) What is the process for updating the meta data in Cloud so that it points at the new location? These issues need to be resolved ASAP as we’re going live on cloud later this week.

HiWe've an issue with setting up DOCMAN file repository with shared option in IFS Cloud 22R1 Remote deployment.We're upgrading from IFS Applications 10 to IFS Cloud 22R1. Current IFS installation uses a windows file share as the primary DOCMAN repository. We'd like have a similar setup for IFS Cloud as well. But after doing required configuration, we’re still unable to connect to the created repository.We're getting the following error when attempting to attach a document.Repository Address SetupRepository setupWe noticed the below log entries in

Maybe it is better to paste my question in this community:  The challenge here is to make the document files in IFS available for persons who currently are not working in IFS. The sales representatives are not using IFS now, but they need to find the signed contracts (which are stored in IFS.This question is coming from a Customer who also works with Mobile Work Order. Maybe this can also be a solution. So set an equipment structure for the customers and connect documents to the equipment. So MWO will be used only to find any document, not for working with work orders.But the CRM Companion sounds more where is meant for!Thanks,Robert

Hi, on document revision form, it is possible to view document using a specific button. Which access rigths (projection) is necessary to have it ?If I add DOC_ADMINISTRATOR acces privilege, it works but it is “too much”. Best regards,Christophe

HiWe are looking into enabling text search on documents, and have looked at the document content search domain which would allow this. But enabling this search domain, gets it to start synchronizing all documents, of which we have millions. Is it possible to limit this to specific document classes? We are only interested in doing this for certain document classes. Doing it for all our documents at once also seems unfeasible, at the rate of syncronizing we see.Is this possible, or is it necessary to create a new search domain?We use IFS APP10 UPD8Best Regards

Hi All, In order to upload an e-mail from outlook into IFS I have installed the IFS extension in my outlook aplication, set-up the correct URL and installed IFS Aurena agent. But am I correct that the IFS Aurena Agent only works as an extension on the Google Chrome Browser? (So your default browser must be set to Chrome). I’ve got it to work with chrome but when I set the default browser to Microsoft Edge it still gives me an error: Is there also a possibility to use Edge to do this or is chrome the only option here? Best RegardsRoel Timmermans

Hello, after UPD16 deployment, financial, projects and case attachments, are no longer in the “attachments” tab on their corresponding IFS objects. Is this a known problem and does anyone know what steps to take to remediate the issue?We also have problems with several projections which were updated. This can be solves by revoking and regranting the access to them. DOCMAN keeps the grants somewhere else, though. Can anyone help? Many thanks,paul.

Does anyone know if it is possible to create a Document using a File Type of HTML, linkin it to an object and when you download and select it the imbedded URL is launched in a browser?

We are currently in 22R1, SU10.I am trying to make it possible for people to view/eyeball attachments.  I have added the user to the Document Class, I have given them the DocReferenceObjectAttachmentHandling projection and they still cannot view documents.  Any ideas what I am missing? 

We need to know the permission or settings for the users to see all icons for the Document in Shop Floor Workbench Both pictures below are from the same document but for different users   

 Hi, I am looking for macros for Excel to use in a Cloud environment. Do you know if anyone has this available and can share?Thanks!BrLinda

Hi, Posted this as a comment - but the thread was dormant - and also getting cross-responses so though would try afresh.  We are using Apps 10 - Update 12 - Aurena client and attempting to attach a document at Register Arrivals screen which should go though to the Purchase Receipt. It is not working for us. From what I can see it should not need to Doc Obj Transformation as they (Register Arrivals and Receipt) are both part of the same (ReceiptInfo) LU. It does not display - even if you click on the link in the Doc Revision.The link seems to be taking to ‘SOURCE_REF1=P414334^SOURCE_REF2=1^SOURCE_REF3=1^SOURCE_REF_TYPE_DB=PURCHASE_ORDER^’  Is this pass

Background:From the beginning of IFS Cloud (in Aurena ) , there were concerns of not being able to upload multiple document files into the Attachment section of a single Business Object. Having understood the requirements around the user experience, a fix has been delivered to all IFS Cloud tracks except 21R1 version.RnD Solution:The possibility to call “Create Documents”  was brought back when standing on an Attachment section of a business object. “Create Documents” page supports to Drag/Drop or Select single or multiple files and crate document accordingly attaching to the respective business object. This is handled by adjusting the  Document Default Value for “ATTACH_CREATE_NEW_FORM”  in the Document Management Basic Data setting.( Document Management > Basic Data > Document Default Values > ATTACH_CREATE_NEW_FORM)