Document Management (DocMan)

i am looking for documentation on setting up repositories in a shared file location for Document Management.

Hello, I am seeing an issue where a user cannot reject an approval routing step. They receive a message stating that Foundation 1 user does not exist. The message is referencing their email address. There are no event actions tied to this, so I am not sure what is creating this error. He is able to Approve without issue. Any guidance would be appreciated! 

We recently upgraded our IFS from apps 9 to 10 , there is one issue we are struggling with. We have document attached to different transaction stored in file repository of file server. the problem is we have to give them back all the permissions again in new environment. Is there a easy to transfer their location from external file system to db location.

HiIs it possible to store 3D models Xrefs in Docman using Document structures?

Morning all,I’ve recently had a request to delete subsequent approvals if a specific approval has been rejected. e.g. below: If the PROC REVIEW Request is rejected then the 3 approvals below would be deleted.I’ve managed to create a custom event as per below, which executes a package to handle the removal:SQL Package:   PROCEDURE Remove_Supplier_Approvals(i_Key_Ref VARCHAR2) ISPRAGMA AUTONOMOUS_TRANSACTION;   -- p0 -> __lsResult   p0_ VARCHAR2(32000) := NULL;   -- p4 -> __sAction   p4_ VARCHAR2(32000) := 'DO';   /*Created by RK to automatically remove values from the approvals screen*/   cursor GET_DATA ISSelect distinctOBJID,OBJVERSION from approval_routingwhere LU_NAME = 'SupplierInfoGeneral'and KEY_REF = i_Key_Refand description in ('Supp Reactivation - Acc Payable Review','Supp Reactivation - Procurement Confirm','Supp Reactivation - Reactivate Account')and APPROVAL_STATUS is null;BEGIN    --IFSAPP.Language_SYS.Set_Language('gb'); -- This requires logged in user to have privi

A customer has asked me about several things in Document management:Has anyone written a script wherein you can: Mass set the document retention or removal dates  Remove all documents of a certain class that is selectable by a document class and document number range Do a mass change of document class on document revisions and have the documents selected by a document class and document number range Import documents or add documents into Document Management from a SharePoint or a Teams site Any best practices for document class development.  What have you seen work in your experiences?Thanks!

Afternoon, Has anyone ever found a location for the Approval Creator? Basically, what I’m attempting to create using a custom event is to email the creator of the approval process if the approval line is ‘Approved’ I’ve checked some of the views such as Approval_current_step and Approval_Routing and neither of these have the creator of the approval process. Any ideas? Kind regards,Ryan

Can we restrict the characteristic tab as shown below based on view/edit permission to user ?for ex - we want only certain people to Edit this characteristic tab section and  some to just view access(readonly grant).If yes please help how we can achieve this ? Appreciate and thanks in advance for the answers . :)  

I am trying to figure out how to take an existing document in IFS - edit it - and check it back in - have tried many different scenerios and so far none have worked.   Some help would be greatly appreciated 

Hi,when creating new document revisions, system checks the ‘Copy File’ box automatically (by default). Is there way to uncheck it by default when creating a new document revision?Right Click-->Create New Revision Thank YouRegardsNimesh

How is it possible to implement a document attachment in the customer invoice. An object connection to CustomerOrderInvHead is set up, but in the Customer Invoice view it is not possible to attach documents. Also document revisions already linked to the object are not displayed. The behavior is identical in different Cloud 21R1 installations.

In Apps8, I realized that if a document is attached to a routing operation work guideline, when creating a new routing alternate or a new revision from a routing, this connection is copied. And even when using the “copy part” assistant, the connection “document/RoutingOperWorkGuide” is copied to the new part. On the contrary, if I attach a document directly to a routing operation, this connection is not copied to any new part, routing revision or alternate. Is it a bug ? On the basis of the above point, is it possbile to call this function “document connected” in a custom event in order to copy the doc connection when it is attached to a routing operation ? Thanks for your help

I can attach file in Customer Invoice. But other user get error message 'No attachment type enabled' when click button ‘Attachments’. I have add to them same permission set as me. Is there other settings need I do?We use IFS 8.Thanks in advance!

Hi, We are IFS 8. user. We have successfully attaching documents on AP side using Manual Supplier Invoice screen and being able to view the documents on Supplier Invoice Analysis screen. However, it doesn’t seem to work on AR side. We are attaching documents on Manual Customer Invoice screen, but they are not pulling through on Customer Invoice Analysis screen. Is there anyone who could help with this please? Thank youIndre  

Afternoon,I’ve seen this asked a few times however, I still can’t find any examples to fulfil this requirement. I’m wondering if someone can help.I’m attempting to rename the Customer Invoice (CUSTOMER_ORDER_IVC_REP) to the invoice_No. Instead of the file returning as a blank name.pdf it would instead display 12345678.pdf(an Invoice number).Please note, we’re using a crystal report instead of the default IFS report (I suspect most customers are)When I attempt to click ‘Print’ on the report format & Output and click ok I seem to get an issue.I thought the configuration below would work however, it seems to report an issue:Config: Issue I’m receiving:Any ideas on to fulfil this requirement?

Hi All,Customer have different user groups for eg. AP, AR, BILLING etc.  So is there a way we can default the document class when specific user group tries to create a document ?  For eg. when AP creates a document, can the document class defaults to INVOICE and if AR creates it then defaults to VOUCHER etc.I assume the document default value setup is enterprise level.  So what is happening now is that the document class always defaults to 'INVOICE' for all the users because our document basic setup default value is 'INVOICE'.   Each user user group has to take an extra step to change the document class when they try to create a document and Customer is trying to minimize that step. Thanks & Best Regards,Nipun

Consulting Team requesting a mechanisam to get a SQL light  database from a mobile device since this is a limitation in the product. Only option available to  send a mobile database is through email and it  is not possible to retrieve database from an iOS device when Apple mail has a 20MB limit.

Hello Matthias,referencing above thread, we are implementing IFS Cloud 21R1 at the moment and I stumbled upon the Extended EDM functionality, which at the moment solves a show-stopper requirement for us and functions as we require under EE/Apps 10. However, the missing functionality for Extended EDM in Aurena / IFS Cloud is really disappointing, especially since the IFS Cloud Documentation still references this functionality and there is no information to be found regarding deprecation of this functionality in IFS Cloud. I hereby strongly request the functionality be made available in IFS cloud as this is a core requirement for us in Document management. RegardsChristian

Hi members, I have been using the function “  Edm_File_Sign_Util_API.Sign_Pdf_File_Vis_By_File” to attach a digital signature to a EDM file in DOCMAN. Now, we have a parameter in this function to assign a Signature to a particular page number, how can i dynamically get the last page number of a pdf file in document revision.  

Hi,We recently cloned an IFS 10 environment using IFS backup & restore process.We are getting the following error whilst opening attachments in the newly cloned environment.Error message  The attachment is grayed outHas anyone experienced this issue before?Thanks!

Hello,I am trying to open the last released version of a document via a Lobby Element. Please see screenshot below.  Please see URL Address below:ifsapf:frmDocumentContainer?DOC_CLASS=INTERNAL&DOC_NO=$DOC_NO$&DOC_SHEET=1&DOC_REV=E&ACTION=VIEW&LATEST_RELEASED_REV=TRUEUnfortunately the URL is not passing the doc no at the moment. I am getting these sort of error If I hardcode the doc number, i.e. I replace DOC_NO=$DOC_NO$ with DOC_NO=1123441 it works.So, something is wrong with this part of the syntax.Many thanks for your helpMiguel

We are running IFS Apps10 UPD10 (soon to be UPD13).Users are asking if it is possible to use drag and drop to get document attachments out of IFS and onto their desktop.  We know how to use drag and drop to add documents, but can’t get it to work to access documents.What they want - when in a customer order (or purchase order or business opportunity or . . . ), be able to open the Attachments pane, click on Documents, select a document listed, and then drag/drop it onto their desktop.Is this possible? 

Hi Fellows,Our client is getting below mentioned error whenever they are either creating new Document revision or attaching document to any other window. Its not allowing to move forward.  This error is appearing with every user. Can anyone help on this.. Regards

Document management check out path, can this be set centrally for all users ? We are having issues with the check out path for document management, as default it goes to our onedrive. This causes issues. A solution we have found is changing the check out path to the local C: drive, but as far we found, this need to be set user per user. Is there a solution to change this once for all users ?

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