Document Management (DocMan)

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?  

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! 

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?

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

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?

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

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

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.

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

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    

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

 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.  

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. 

A customer has copied their production database to a test database.  That includes all the Document Management basic data.  Their repositories are all FTP. They want to ensure that new documents created in their  test environment do NOT get put into the repositories in which production documents are stored.  I thought we could just remove the repository entries in the test environment but it is not allowed as there are thousands of documents linked to that repository.We created a new repository pointing to the test environment with all document classes going to it. Does anyone know a way to remove the other repository entries? Thanks!!

Apps10 Upd8 IEEWith the current setup of the Object Connection for Employee Qualifications > Certificates (attachment LU = PersLicenseProfile), when a document is connected to one certificate record for Employee A, the document is ‘visible’ as an attachment at other certificate records for the same employee.Is there a Method available to restrict the visibility only to the Certificate record to which the document was explicitly attached?Object Connection setup:Certificate record where the attachment was made for document 1001832 (certificate TA 0718-17)The other Certificate record for the same Employee/Group ID (certificate TA 1291-15)The Object Key for the document-object connection: 

What is the best workaround to address claims management in IFS?

Hi,Replicating a question i raised approx 10 months ago regarding moving the DOCMAN repository to a new location after out FTP server crashed… well the one 10 months ago we were able to fix and get FTP up and running again so wasn’t a big issue.. now our other FTP server has died and now we need to move all the repositories to the new server..I’ve raised a case with IFS but all they did was to point me to my post from 10 months ago!!I’ve created the new FTP server, created the repository and user.I’ve created the repository to the new FTP server and the correct path and set it to Generating.. I tested this and i can create new documents to the new location…When i try to view existing documents that were created using the old FTP server i get an error stating the FTP server can’t be found..if I run the debug console when viewing the document it does appear to be still looking at the old location for the file…Is there something else i need to do to get this working?@durette @Mathias Dahl

Hello Community, What is the difference between the Objects tab in the Document Revision (fig1) and “Object Connection Transformations” using the service name “DocReferenceObject” (fig2) ?fig1fig 2 

Hi,I can not open File attached as *.JPG. as it complains about not any application associate with it, though  mspaint.exe has already been associated.Only way to view it is to assign  “Mspaint.exe” as” External viewer Application”  and then open the file with external viewer app. is there any other solution for this?  Kind Regards,Aida.

Hello IFS Community, When a document had been attached in the Sales Part, it got reflected in the Customer Order - Order Lines.See the following Screenshot for more details.  How could I enable the same functionality from the above screenshot but from Sales Part to Sales Quotation - Quotation Lines Tab? See the following screenshot for more details.   Thanks,JL

Community, wondering who can share the Java or VB script that could auto create PDF when Microsoft office document, e.g. DOCX are checked in. Thank you in advance.

I am looking for a better explanation of the settings for ‘Editable’ in Object Connection Transformations than what is provided in the F1 Help for Service Name = DocReferenceObject. Some examples would be beneficial also.Scenario: I have a Source LU ‘A’ and a Target LU ‘B’. I connect a document revision to source LU ‘A’.For each of the three possible values for ‘Editable’ (Source, Target, None):What am I able to do with documents at the Source, i.e., connect additional documents, detach documents, etc., and what effect does this have at the Target? What am I not able to do with documents at the Source? What am I able to do with documents at the Target, and what effect does this have at the Source? What am I not able to do with documents at the Target?My reason for asking this is the documentation provided on this attribute is provided below, with my additions entered in parentheses.None - This indicates that the inherited object connection is read only and no new connections can be mad

Hi there,In the context of the replication of documents, I am curious to understand how we could import existing documentation to IFS SAT (vessel) to avoid connectivity issue and resynch with IFS HUB (central)?Would it have an impact on the ongoing companies in production? Is there any import wizard? Thanks in advance for your help,Kr,

Hi,I had the previous understanding on default object access levels setting as follows.“Setting Default Object Access Levels is another way of granting permission to the users who are not under "Persons and Groups of a document class with restrictions.For example if User B is not under persons and groups of the document class X but is connected to the object type Project Y, where User A has attached a document from document class X, then what type of access the User B will have on the document attached by user A.So, setting a default object access level will  depend on your requirement for the connected users to an object to access the document and levels of access. (Admin, Edit and View) Ex: Admin Access = "If this check box is selected, this will be the maximum allowed access given to a user with access to an object belonging to the corresponding object type, when this object is connected to a document of the corresponding document class." However when I tested the following scenario

Hi,Is it possible to have document macro to execute when check-in files in pdf format add a blank page to the first page of the document Or something like, count number of rows and update that in a custom table?Also looking for a solution to convert word file into pdf and view using macro. If anyone came across would be appreciate if you can share the macro script you tried.ThanksNimesh