Document Management (DocMan)

In IFS Cloud one can create Document Structures. What is lacking is the possibility to either Distribute or Transmit the entire Document Structure in IFS Cloud.This requirement comes from a prospect who wants to be able to establish a contract (document) for a Sub Contract in IFS Cloud. The contract consists of a main document and potentially many attachments (to be selected from a library i.e. already present in IFS DocMan). The entire set of documents must be available for proofreading, commenting and eventually approving/signing by both internal and external parties.IFS Cloud has many elements of the solution on-board, such asDocument Structure Document Distribution Document Transmittal Document ApprovalHowever it’s not possible to make them all work together i.e. distribute/transmit/approve/sign an entire document structure at once.

Can I somehow Distribute or Transmit an entire Document Structure in IFS Cloud? It looks to me like only the top document is considered in both scenarios (starting from the Document Structure Navigator, using Share/Distribute when focus is on the topmost document in the structure).

I have request to export the files stored in IFS to external file storage how do I do that.what is the foreign key in the table where the file BLOB are stored.for example I have invoice and  and document attached to the invoice. so in the table where the document is stored how do I identify the file that was stored for that invoice.

When a document is ready to be approved, one opens the document revision in IEE and uses RMB to Status > Approve the following message appears:Login of and on as a different user. Same error pops up.Created another document revision. Attached no document, just processed with Status > Approve. No problems.Problem occurs with other document revisions. For the doc revision shown, a pdf document is connected. I viewed the pdf, used save as. Created a new document revision (from scratch). Checked the pdf just saved in. Status is now Preliminary, File Status: Checked In.Same error message appears. Debug reveals the following:Looking into DOC_ISSUE_API, I learn that the file size is ret

Hi, In Document Revision:. Is there a way to remove / hide the clock view in the letter date field that appears in the correspondence tab? BrLinda

New to doing DocMan in a Cloud environment.What would a user be unable to perform with the Aurena Agent not installed, i.e. can most functionality (create, edit, check-in, view) be done without it?Asking as I am expecting a customer to not have the address info required for running the MSI installation, and unable to configure any User Settings. 

Is there a option to attach a pdf file via PL/SQL script ?I need to pass the UNC path, LU to which the file needs to be attached, doc class and title , inturn the script will attach the mentioned file in that LU 

In many scenarios we have, we want to approve or release the document. Can this be done using the integration projection in regards of CreateDocument?

Background: Create new documents works fine using CreateAndImportDocument.svc/CreateDocument, but we often want to create a new revision (in order to keep history intact).Challenge: When we are invoking CreateAndImportDocument.svc/CreateDocument and supplying a new revision parameter, it doesn’t seem to accept the new revision number, e.g. payload looks as following:{    "DocClass": "ADDO_TEST",    "DocNo": "1365783",    "DocSheet": "1",    "DocRev": "A2",    "Title": "some test of ny revision",    "CreateFileRef": "YES"}Even though the new revision does not exist, IFS Cloud throws:    "error": {        "code": "DB_OBJECT_EXIST",        "message": "Resource already in use.",        "details": [            {

Hi all,Requirement : Send an email with all the attachments added in a Purchase Order / Purchase Order Line.The files are stored in FTP, therefore I cant use the edm_file_storate_tab to get the BLOB.So, I tried to use  Batch_Transfer_Handler_Api.Download_From_Ftp method  to get the files, and attach to email.And it worked for one particular document, but its failling with the below error for other documents, which are in same class, same ftp location, attached to same Purchase Order Line. Details/setup in the Document Revision screen for both are also same. The failling documents are viewable on the application without any error.Debug information also showing the same path/fileName as in edm_file_tab for these failling documents.Could you please advise on any possible reasons to

In the document-revision mask there is a check-box ‘structure’. The helb says about this feature:Selecting this checkbox means that the documents that form this structure can be checked in/out or viewed in the same operation. A document structure can be useful when a document consists of other documents, e. g. if a drawing has multiple subdrawings connected to it. When testing that feature with the IEE it works as described.In Aurena there is no action on check-out and check-in visible. Is that a bug? 

Recently, our newly deployed workstations have been handling EDM files (attachments within IFS) differently than prior configurations. Is there a setting that defines what the IEE does when a user selects a linked document (i.e. a vendor invoice that have been uploaded to EDM and attached to the Posting Proposal). In the past this action would simply show a view of the actual document (PRF, JPG etc.), but now IFS EE triggers a “Save” dialog and will not let the user see within IEE (they must save the file then open it separately in the default viewer (depending on the file type).  

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?

Hello, I have attached documents to several task definitions in the HCM onboarding. I am able to see them, however, when they are assigned to an employee and they view the tasks, I do not see where the document can be viewed. User view: Task definition view: When logged in as myself, I can see the attachment option under Onboarding Program Details for that user, but I do not see any documents.  

Hi all,Which API do I have for greating and attaching a document to an object (in my example for an engineering part revision)? We need this for an interface via Boomi.I think it could be this premium integration API CreateAndImportDocument:Does anyone have any experience?Thanks, Mike

I have a scenario to send attachements through mail. I’m using Batch_Transfer_Handler_API.Download_From_Db method in code to read files. When I execute the code, I get following error.Failed to read binary data from database: Entity instance not found. (DOCUMENT_FILE_DATA - DOC_CLASS=PROPOSAL, DOC_NO=1000014, DOC_SHEET=1, DOC_REV=A1, DOC_TYPE=VIEW, FILE_NO=1.0) Caused by: ifs.fnd.base.SystemException: Failed to read binary data from database: Entity instance not found. (DOCUMENT_FILE_DATA - DOC_CLASS=PROPOSAL, DOC_NO=1000014, DOC_SHEET=1, DOC_REV=A1, DOC_TYPE=VIEW, FILE_NO=1.0) Caused by: ifs.fnd.base.DatabaseException: Entity instance not found. (DOCUMENT_FILE_DATA - DOC_CLASS=PROPOSAL, DOC_NO=1000014, DOC_SHEET=1, DOC_REV=A1, DOC_TYPE=VIEW, FILE_NO=1.0) 

We have a user who changed her name and the new name was not renamed but created as a new user name (ID)That caused problem now when editing earlier made attachments (with the old ID).Is there a way to grant permission the the new user to be able to edit her previously made attachments?It is in APP9 Inventory Part and from File Operations she would need the right to edit the attachments she did with her old ID.Any suggestions?  

I was bitten by this myself just now so I thought to share it (this should be in the documentation but is not yet).When you use Shared repositories in Docman in IFS Cloud (Remote deployment option only), you need to make sure that any folder, if you specify any in the Path field, is there on the server. It will not be created for you.So, as in the example below, the folder k8s122test must exist in the shared folder on the server. Otherwise you will get a cryptic error message... 

Hi there, I could not find any help but I am not 100% sure this has not been already discussed in the past.  Is it possible to mass scan delivery notes and these will be automatically attached in IFS to the individual posted receipt?  The process, what I have in mind, is something like:a barcode label will be affixed onto the checked delivery notes  All delivery notes will be scanned in the end of a day The system picks up the scans attaches them manually in IFS to the individual purchase receipt postingsThis is a process a know from SAP - could be old fashioned, but it would be a start and even better instead of attach all documents manually in IFS.  Thanks in advance.  Phil

Do we have a comprehensive list of File Types supported by “Preview” option in Aurena ? This is for a customer on App 10 Aurena client. Managed to use Preview for PDF, TXT,JPG and MP4 file types. Did not work for MS OFFICE files, HTM, MSG etc. Also is there a way to disable the download option in “Preview” window ?Customer is looking for an inbuilt viewer for all file types. Also they don't want the users (with only View access) to download the files to local machines and also print. So at least need to provide a list of supported file types for preview and a way to stop downloading. 

Ok, I’ve looked around everywhere, but cannot see that it is possible to set FormatSize? Has this been left out or is it coming in some service release/update?

In IFS Cloud, I encountered a peculiar behavior of macro attributes of the type date.The system has been set up in such a way, that in documents connected to the object CompanyPerson the employee's date of birth can be shown (core attribute Company_Person.Date_Of_Birth). In the document, however, the date shown is the actual birth date minus 1. E.g. when the employee's date of birth is 1 January 1990, the date shown in the document is 31 December 1989.What could be the cause of this behavior and, more important, how can it be solved?Thanks in advance for your reactions.

Good Morning - Our managers review and Approve Work Record Sheets via Document Management>Document Revision. Prior to the Work Record Sheet being approved the status of the document is at Checked-In, however we have found that there are occasions when the document has presented at status Check-Out, which doesn't permit the document to be  approved. Can anyone advise why the document would  default to Checked-Out status? Thank you. Dave

Hello Community,Attached is @dsj’s useful post. This post has helped many people solve problems.We use ftp server in the edm locations of our documents. Therefore, all our digital documents are stored on our FTP server. When I use batch_transfer_handler_api.download_from_ftp to send mail these documents from IFS EE, I get the following error.DECLARE error_msg_ VARCHAR2(4000);BEGIN error_msg_ := NULL; batch_transfer_handler_api.download_from_ftp( error_msg_ => error_msg_, local_file_name_ => '/FTP/2022/JAN/DOC-1000162-1-REV01-1.PDF', file_name_ => '/FTP/2022/JAN/DOC-1000162-1-REV01-1.PDF', address_ => '<ftp_server_ip>', user_ =>

Document transmittal assistant get this error.  What can be the reason and what is the best way to handle it.