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Document Management (DocMan)

This will include questions related to document management.

  • 1,009 Topics
  • 4,308 Replies
1009 Topics
P
Do Gooder (Customer)
PriyaJohnDo Gooder (Customer)
asked in Document Management (DocMan)
Custom tab and the application page

I have added a new custom tab from the Document Revision. Where can I see the link/connection between new custom tab(I added) and the Document Revision or any other page in  PLSQL ? I want to make quick report for this.

8834
H
Do Gooder (Customer)
Nipun Gunaratne
Sidekick (Employee)
Nipun GunaratneSidekick (Employee)
asked in Document Management (DocMan)
Document approval in multiple companies

Hi All,We are using document management '>' approvals to approve new objects.  Currently some of the users included in the approval have access to more than one company.  If the users default company doesn't match the company attached to the object, it takes him to the object screen(When RMB’s and selects Object Info) but it’s blank because his default company is different.  Users have to change global company multiple times to approve these objects. Do we have a method to overcome the issue and access to multiple companies? Thanks & Best Regards,Nipun 

1957
Mathias Dahl
Superhero (Employee)
D
Do Gooder (Partner)
DjedaiDo Gooder (Partner)
asked in Document Management (DocMan)
Create Document Assistant ! Other Connection

Hi, When I use Create Document assistant, thé second screen shows a section : other connection.it is configured in Quick Object Connect What does it deals with ? what it is its functionnality ?  Please See AttachmentThanksRegards

942
D
Do Gooder (Partner)
M
Do Gooder (Partner)
m-sawanoboriDo Gooder (Partner)
asked in Document Management (DocMan)
Check User can access the shared folder from the IFS attachment.

For those who use IFSPlease let me know if you know of any.I need to examine the security of my network.I am trying to save files in a shared folder using an IFS attachment.The only user who can access the shared folder is the user group "everyone". However, "everyone" in the user group can access the folder by all user.I want to restrict access to specific users. Therefore, I want to specify a user or a user group( that contains users with permissions).I do not know which user to specify.In the following environment, is the user to be set for the shared folder the Windows login user of the client?Or is it the Windows login user of the application server?Which user is used when the IFS attachment function is accessed?  

2852
M
Do Gooder (Partner)
C
Sidekick (Customer)
CaroleSidekick (Customer)
asked in Document Management (DocMan)
Docman access

Need your help on a mistery !When uploading a document in IFS (V8), many users get the below message informing that they must have edit access in order to write the file. The users have edit and view access on the concerned doc classes. Even, the DMS administrator already got this message. Documents are stored directly in the database.The strange thing is that this is very irregular and we are unable to replicate intentionnally the message. Most of the time, the second test of uploading the same document immediately after the first one, is working and the document is properly checked-in.I think it is not linked either the users or doc class….but due to what ?Thanks for your help  

941
Mathias Dahl
Superhero (Employee)
Kenneth Pettersson CGI
Sidekick (Partner)
Kenneth Pettersson CGISidekick (Partner)
asked in Document Management (DocMan)
Document Revision Originals

What happened to the tab Originals between Apps10 and IFS Cloud (Aurena)?The activities “Register Document Original” and “Register Sheets for the Original” have also been removed from the process model, so I assume this functionality has either been completely deprecated, or replaced by something else?

2073
Mathias Dahl
Superhero (Employee)
M
Hero (Partner)
MitDenukN
asked in Document Management (DocMan)
An Error occurred while trying to give write access to the file

Hi All,A user is unable to attach documents to a Customer Order Line.I found that this user has attached some documents to Customer Oder Lines previously.Note: Unable to recreate the error using IIFSAPP credentials.Kindly let me know what should I do to fix this.Thank you. 

794
Mathias Dahl
Superhero (Employee)
A
Do Gooder (Customer)
AREGKOEHLERDo Gooder (Customer)
asked in Document Management (DocMan)
Document Management - Importing Files

We would like to o create a folder/database of files in IFS for our Proof of Delivery documents that we can search by Order Number, PO Number, Invoice Number, etc. and retrieve the Proof of Delivery.Does IFS have the capability scan files directly into IFS or have a scan imported to a folder within IFS? And then those files can be searched to retrieve a specific document?

5871
Mathias Dahl
Superhero (Employee)
M
Sidekick (Customer)
m.arifSidekick (Customer)
asked in Document Management (DocMan)
Editing Document connection approval

Is there a way to restrict the user from editing the document approvals. i think  there is a limitation in IFS to do so. As one user who has the permission set alloted to him can bypass the original approver. is there a way to write a custom even on this. Similarly need to put a control that only the last approver can bypass the lower approvers.objection connection document approvals.

691
Mathias Dahl
Superhero (Employee)
JohannesKnust
Hero (Partner)
JohannesKnustHero (Partner)
asked in Document Management (DocMan)
Document Management Basic Data : Repository - Document Class '*'

Hi all, The configuration of DMS repositories has clear restrictions in IFS Cloud. When configuring DMS repositories, it is no longer possible to set up a repository that points to all document classes * (asterisk). IFS has completely prevented the * from being used here in the standard functionality (methods). The direct application of the Create___ and Modify___ methods also reports back that an * is not allowed. Does IFS has another workaround to make it possible again? Best,Johannes

1963
Mathias Dahl
Superhero (Employee)
B
Do Gooder (Partner)
BrianBloorDo Gooder (Partner)
asked in Document Management (DocMan)
DOCMAN - Upload .png/.jpg file to IFS Cloud

Hi, I am currently working on a project to simulate a signature handling process relating to customer order deliveries. The customer signs for a delivery which marks the order on the IFS Cloud 21r1 platform as delivered but I cannot use the MediaLibraryAttachmentHandling.svc and its end point [PATCH] /MediaItemSet(ItemId={x}) According to Fiddlers traffic logs ( and when a file is inserted via aurena’s UI ).There is an extension of this endpoint ‘/MediaItemSet(ItemId={x})/MediaObject HTTP/1.1’ with RAW data being passed as binary format of a .png image. There is no JSON body being attached as per the IFS API documentation. I am stuck at a point where I cannot understand how I can pass binary data in POSTMAN to this same endpoint. The API documentation isn’t providing any example other helpful instructions as to where the binary gets inserted so it can be passed to IFS’s database. When I copy the application/octet-stream used from the fiddler data, IFS returns a not supported error mess

97513
Mathias Dahl
Superhero (Employee)
T
Sidekick (Partner)
TecPravReSidekick (Partner)
asked in Document Management (DocMan)
IFS Managed Cloud - Document Management - Apps 10 UPD 12

Hi, Currently, We are Implementing IFS Apps 10 UPD 12 and above on IFS Managed Cloud. We have very huge no.of documents to be migrated from legacy systems. As per IFS standard, we can store documents only in database..But we have a concern of DB size growing as we have almost 1TB documents to be migrated. Could you please suggest alternate solution.

1432
T
Do Gooder (Employee)
M
Do Gooder (Partner)
m-sawanoboriDo Gooder (Partner)
asked in Document Management (DocMan)
Use the IFS attachment to verify the access path to the shared folder.

For those who use IFSPlease let me know if you know of any.I am trying to save a file to a shared folder using the IFS attachment.In the following environment, how will the files be saved in the shared folder?Pattern 1Are the files stored from the client to the IFS application server and then to the shared folder?Pattern 2Are files saved directly from the client to the shared folder?  

941
Mathias Dahl
Superhero (Employee)
T
Hero (Partner)
TheoBHero (Partner)
asked in Document Management (DocMan)
B2B Portal - Purchase order line attachments.

Hello,I can't seem to attach documents in the purchase order lines of the B2B portal.The "paperclip" is not present in the lines:  But it is present in the customer order lines:   Is it necessary to make an additional parameterization? Is it possible?Thanks for your help! 

1493
Mathias Dahl
Superhero (Employee)
L
Do Gooder (Customer)
LorraineMDo Gooder (Customer)
asked in Document Management (DocMan)
Documents viewed remain in the temporary file

When we 'View' a document in IFS, it is being saved in the IFS checkout path e.g. for me, it is in my C drive, but the file is never deleted from that location. Can we remove the cache from IFS as we don't want these documents to be stored in a temporary file path upon viewing them?

3512
L
Do Gooder (Customer)
D
Do Gooder (Customer)
dkjensenDo Gooder (Customer)
asked in Document Management (DocMan)
IFS Office Add-in

Is the IFS Office Add-in available/functional with Apps10 and Aurena?

1091
Mathias Dahl
Superhero (Employee)
E
Do Gooder (Employee)
EDPIUSDo Gooder (Employee)
asked in Document Management (DocMan)
Cloud21- Documents tab in Project: doc created from here does not attach to the object

In the Project window (i.e. Project Scope and Supply) the Documents tab allows a user to create a document directly from the Project/Subproject/Activity. We promote this as best practice--creating the document directly from the applicable object--as you don’t have to add an additional step to connect the document. This is especially true in the Projects world, as documentation is often extensive in project-based industries. In Apps 10, this works as expected: in the Documents tab I use the function to create a new document and, when I finish, it is connected to the object I created it from: the project, subproject, or activity. However, in Cloud21, I follow this same process but, when complete, the new document is not connected. I have to exit the project, look for the document, and then manually connect it. Is this a bug or a gap in the design?

454
E
Do Gooder (Employee)
U
Do Gooder (Employee)
uditha.kanishkaDo Gooder (Employee)
asked in Document Management (DocMan)
Trigger a function when Approved or Rejected a Approval Process

Hi All ! I am looking for a solution, how to trigger a function when an attached approval process got ‘Approved’ or ‘Rejected’.I’m using a Approval Template with two persons assigned to Approve or Reject.  Thanks

2231
VivekBhandiwad
Hero (Partner)
ZTC ZTC JGOTA
Hero (Customer)
ZTC ZTC JGOTAHero (Customer)
asked in Document Management (DocMan)
Exporting DOCMAN metadata

Hello IFS Community,I hope everyone is doing well.I was helped before in exporting a copy of physical documents from IFS. Here is the link for my post => I wondered if there was a way to export the document's metadata too.How could I do that? We are using IFS9Thanks,JL

1183
Mathias Dahl
Superhero (Employee)
M
Sidekick (Customer)
m.arifSidekick (Customer)
asked in Document Management (DocMan)
task control

Ideally we want to write a custom event to control the tasks in IFS. we have created approval based on object connections. if the user is sending task to one of the approvers who is not his or her manager they can go ahead and approve it. ideally it should stop them.

543
Mathias Dahl
Superhero (Employee)
M
Sidekick (Customer)
MarianneSidekick (Customer)
asked in Document Management (DocMan)
Integration IFS and SharePoint and Teams

Do anyone have information to share regarding IFS plans to implement a standard integration between IFS and SharePoint or Teams?We have plans to integrate IFS Document Management and SharePoint. Publishing Documents from IFS Document Management in SharePoint, Teams

173111
Mathias Dahl
Superhero (Employee)
ZTC ZTC JGOTA
Hero (Customer)
ZTC ZTC JGOTAHero (Customer)
asked in Document Management (DocMan)
What will be the best way to copy files from Oracle?

Hello Community,I hope everyone is doing fine.I need to create a copy of about 18,000(+) documents. The main reason to perform this task is that another company bought part of our company. Therefore, I need to create a copy of the physical documents of the business section sold to send documents to the other company.What will be the best to copy all the documents and create an extraction to move them to another database?Any idea how could I do that? Any format?Any type way to do that?What tables in IFS will contain the physical documents?Any advice on how to perform this project?We are using IFS 9 Any advice will be appreciated.Thanks,JL    

6925
Mathias Dahl
Superhero (Employee)
W
Do Gooder (Customer)
wolfst
asked in Document Management (DocMan)
Release Document Revision in Background Job after Check-In the EDM-File - Background Jobs failing

Hello All,we have checked in some documents by using VAP-DMS/A. So far, everything looks good. The file ends up on the storage server and the users can also open it in IFS.Only the database background job are displaying a error “There exists no file to archive.                    ORA-20110: YvdmsExtArchiveUtil.ARCHNULL”The displayed error - Database Background Job → There exists no file to archive.I think the issue comes from VAP DMS/B, that we using before. Which background job must be inactive, to avoid this error? Or what are we doing wrong?Thank’s, Stefan

1881
Mathias Dahl
Superhero (Employee)
ADNAN
Sidekick
ADNANSidekick
asked in Document Management (DocMan)
Failed to upload file to Ftp Server(Filename invalid)

 Hello, IFS 8 Versiyon. I get the following error when I want to upload a file to the document management. I just created the existing document class. When I select a legacy document class, the file is transferred.  

1403
Mathias Dahl
Superhero (Employee)
S
Sidekick (Customer)
smelansonSidekick (Customer)
asked in Document Management (DocMan)
Cash Box Document Attachments

The logical unit for the transaction lines of a Cash Box transaction is CashBoxLumpSum but when I go to the Object Connections window to enable attachments and search for the LU, there is nothing related to the Cash Box. The logical unit for the Cash Box Header Details is CashBox, but it isn’t found in the Object connections window either. How can we add attachments to a Cash Box transaction and/or Header Details. 

962
S
Sidekick (Customer)

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