Document Management (DocMan)

Hello, I am working with a customer, who wants to enable a large amount of objects to control document access as they want to avoid person groups. These include Purchase Req Line Part and No Line Part, Purchase Order Line Part and No Line Part, Receipt, RFQ Part and No Part Lines, Sales Contract and Project Misc Procurement etc. Currently, I cannot enable these objects for access control because the LU’s aren’t able to retrieve the ‘Get-document-access’ package attached as standard, and would require a modification from what I have been told.  I wanted to ask if other customers have had similar requirements, where object access control was used for various LU’s or is there a list of objects for access control which will be introduced as standard set up at a later update?  RegardsAisha

Hi Everyone, I was wondering if anyone has ever come across this and if there is a way around instead of creating a new revision.To get the view copy into IFS you need to upload the word file from a folder containing both the word and pfd files, both with the same title. It then pulls through both the word and pdf copies. A user has only created the word doc and it's released, is there a way of adding the pdf to that record. 

Hi @Mathias Dahl,Currently one of the customization we are trying to uplift from App9 uses a standard method from cEDM class to print multiple reports. But the standard method, which was implemented in the cEDM class, we did not seem to find in 21R2.Could you Please, kindly let us know what is the standard method which had been having the same logic as cEDM's PrintExecuteMultiple() method. Else, if it was a different approach used in Aurena/Cloud, could you please let us know that as well.I have herewith attached the files (cEDM) and the screenshot of the cEDM's method being used in the Uplift Customization for your reference. We would be muchly appreciated if you could let us know at the earliest. Ccing :- @EntHeshaH

Can we use alternate screen layouts to create custom layouts for the Document Revision page in IFS Cloud as we did earlier? or do need to handle alternate screen layouts different in IFS Cloud?For more information see https://docs.ifs.com/ifsclouddocs/21r2/In IFS Could Documentation 21R2, Basic Data Document Basic, Document Default Values is still a DB Column value for DOC_INFO_ALT_LAYOUT about definition of Alternate screen layouts are used to create custom layouts for the Document Revision page.Copy from Document Default Values:Defines the value of the alternate screen layout. Alternate screen layouts are used to create custom layouts for the Document Revision page. If

Curious if anyone has used ChangePoint as a configuration management tool combined with APS9/10? How well did it integrate, issues etc. Any info would be greatly appreciated.

Community, We have been trying using below instruction documentation to create the report rule,  and schedule a schedule job, called “Check in Invoice Report Document”.  It is checking in one supplier invoice and create the image (PDF) file for the first time, then it never works.wondering what will be the issue behind scene. attached the instruction on how to create the report rule.Thank you.

Hi, We need to manage a process where an end user (IFS Cloud 21R2 today, soon 22R1) shall request access to a document and current users with access shall be notified and upon approval automatically have the requesting user granted access to the document. Anyone who have done a clever config or mod for this? /Tor 

Hi,Is it possible to control basic data selection in e.g. context in IFS Cloud as it is possible to control basic data in the profile, e.g. IFS8. It applies to several basic data in both DocMan and other IFS modules.Or is there another way to solve this? The point is that not everyone should have access to all document classes but only be able to choose those who are for the company you work in.The question comes from a customer where there will be several companies working on the same application. IFS Cloud./Linda

Our Customer setup the Database as EDM-repository when they went live (Apps 10). Now, they need in addition some FTP Repositories for local storage acc. to local regulations.The setup was done, but the files remain in the database.Checking our “Help”, it is mentioned, that the file can only be stored in one repository!Which setup to be done to fulfill their local requirements as well?Thank you Wolfgang

HiI have in File types PDF as a View Copy file type in IFS Cloud.Apparently that prevents me from choosing PDF files when checking in a new document as original.Is there any way to come around that?Some files for example a CV from an Applicant in HR, will typically be uploaded as a PDF file from the start, and I want that checked in as a new document/kim

The customer has installed the Aurena Agent successfully and it can be verified from user settings page. Also from the console tab in background page for chrome extension I can see the below line got message from agent: {"method":"Hello","value":"Hi!","status":"SUCCESS","version":"0.1","guid":"32b83171-5db9-4c85-aa37-851c4c9fa5fa"}but when I try to view a document nothing happens and not even an error is raised. The last call in the log is below got message from agent: {"method":"GetLocalProperty","value":null,"status":"SUCCESS","version":"0.1","guid":"32b83171-5db9-4c85-aa37-851c4c9fa5fa"} When I compared it with an internal environment, it is missing the DownloadAndOpen method call. What could be the reason here? I have attached the log file for further reference

IFS version: Cloud21, R1: There was an earlier topic about the need to configure the attachment pane, so users have the option to use a more space efficient table view. (Similar to in IEE) Hopefully, that is on the development horizon. In the meantime, the card view really needs to display the document class and description. This is essential. Otherwise, there is no way for sure what the doc actually is, except to guess based on the title. A spec, a SOW, a test procedure? As this is a primary key for the doc, it is a must. 

Hello, We currently are using document management and approvals of documents.  When we start approval process on the document the approvers in the list of approvers on the document receive an email telling them about a document requiring approval and the document is attached to the email for them to view. We’d like to utilize the IFS Notify Me application so someone who may not have direct access to IFS can receive the notification of the pending approval request and ideally be able to approve or reject the document from the IFS Notify Me application. Is this functionality available within IFS Application 10 Update 8 or above?Do we need to define a custom action to accomplish the functionality? Regards,William Klotz

When setting up Repositories to shared network locations, can multiple Document Classes be stored in the same path?Repositiory ID = CSCDocument Classes 1,2 & 3 all go to the same network folder path.

Do you have a idea of the reason that explains why it appears the following error message after creation of a document from a template ?    

Hello,I’d like to ask for your help.Is it possible to transfer documents of a component (EngPartRevision) to an assembly part (EngPartRevision) ?I’ve checked in Object Connection Transformation, it seems impossible ...

In Document Management => Create document, I get errors when a document has too long filename. It made several lines. I also do not get any notification that the filename is too long.See attached screenshot of what is happening. The document with the long filename generates many lines (many new documents)I do not find that this has been reported before and will be fixed.Do you know anything about this @Mathias Dahl ? Linda:-)

The 21R2 documentation now makes a reference to a “File Storage Service” repository type. How does this work? How do I set this up? How do end users use it?https://docs.ifs.com/ifsclouddocs/21r2/CreateAndMaintainDocument/ActivityEnterRepositoryLocation.htm  @Mathias Dahl(?) 

Hello,A customer of mine, is wanting to use object access as opposed to person groups for the project LU. I have set the object access level as View for Projects, Subprojects and Activity.I have been testing this access, and it seems that even though my user is not connected to the project and company- the user is still able to view the documents in the document revision screen.I would have assumed that if the user did not have access to the company, and project, that they would then not be able to view any of the documents associated to the project object LU. Do we have to use project access, with the object level access for this to work properly? Unsure as to whether the object level access is there purely to define the maximum level of access that can be granted, instead of actually controlling which users have access to the object defined. 

Hello,On IFS Cloud - We can retrieve documents stored on FTP path (Stored in pervious versions of IFS). But are not able to add any new document. there is no error while uploading. But where retrieving it gives error.  https://ifsuat.<aaa>/main/ifsapplications/projection/v1/ManageDocuments.svc/DocIssueSet(DocClass='BRIEF',DocNo='BRIEF008664',DocSheet='1',DocRev='1')/EdmFileRefArray(DocClass='BRIEF',DocNo='BRIEF008664',DocSheet='1',DocRev='1',DocType='ORIGINAL',FileNo=1)/FileData might be having issues, or it may have moved permanently to a new web address.

Hi,I'm referring to the thread Printing Attached Documents in reports or emails | IFS CommunityI have this same requirement to do in IFS Cloud 22R1. (Example: Send the attachments together with PO email) @dsj Can you please help.  https://dsj23.me/2017/03/20/include-additional-attachments-in-ifs-e-mail-report/Will this  work for Cloud21R1? Actually I tried, but it didn't work. I’m not sure whether  there’s any limitation in IFS cloud. Please help. kind  regards,Yashodha.

Hi,For a customer, we try to configure a FTP repository on document management. But we have an error when we add a document (because IFS don’t find repository). Our configuration is like this.Repository Address  and Repository for a document class:  Environment : 21R2 on Manage CloudIf you have an idea to help us.Regards,Christophe

Hi All,It was found that the installed "IFSAurenaAgent.exe" in localappdata is an unsigned executable, and this was getting blocked by the customer's Security Restriction Policies (they do not allow unsigned applications to run in their system).Customer manually allowed the "IFSAurenaAgent.exe" in their security policy, and the Aurena Agent worked afterwards.Will need to know  whether this executable has been signed in future release, or if there is a different workaround to running this application in any environments with such security policies in place.  Thanks & Best Regards,Nipun

Hi, There's a requirement from a customer to preview the  attached documents in a separate pane(like we can preview documents in file explorer).  Example: The customer wants to preview the attached documents in purchase order window, before sending them to the supplier. Have you come across such kind of requirement? Any suggestion ? (Note: Using IFS Cloud ) Thanks in advance. kind regards,Yashodha. 

I have got a user who is trying to open PDF-documents from IFS, but they always open with Notepad, and not the default program which is Adobe Reader. I have checked his computer and his default apps settings, everything seems to be right. But still, the PDF-docs gets opened with a Notepad, no matter from which module inside IFS. This is affecting only this user and only his PC. If he log in from another computer, then they get opened correctly  with Adobe Reader. Also: when he opens PDF-docs from other applications inside his PC (eg file browser), the docs gets opened correctly with Adobe Reader. So this is really confusing. Any help is highly appreciated. This is IFS8.