Document Management (DocMan)

Any tips to change the order of the Object Connections?  This is how it’s displayed todayWe would like to get the order that is defined in Default definitions -Documents, Events, Map Positions and Media to improve the usability as intended in standard.Have tried to apply defaults and edit the order of the service list without any luck   (We have the same issue in  24R1 SU12)

Hello friends. Is there any Learning Path to start learning how to manage Assyst. Starting from the bottom ground (instead  having to follow the online raw documentation)?I´m well rounded in ITIL4 itself and in other ITSM tools, like GLPI, OCS, Microsoft System Manager and CA SDM, and I need to obtain structured learning for assyst ?

Is there a way to configure/schedule a temporary approver in the the document module?

Hi Team, The customer experiences a lot of trouble with the Aurena Agent stop working for users. In May we had 92 users affectedIn June we had 64 users affectedIn july we had 19 users affectedIn august we had 42 users affected. This is an ongoing problem, and it can only be solved by re-installing the Aurena Agent. That is not a sustainable solution for the customer.Also, they have tried troubleshooting the Aurena Agent according to the article: KB0082974 with both methods with no results. and don´t get any answer from aurena agent in neither way.   Product Version: 23.2.14 Business Impact: The Aurena agent stops working and the users need to reinstall the Aurena agent. We have considered not using the Aurena Agent but seen to our business needs that is not an option.

Hello,Is it possible to define the viewer's default display type for PDFsBy default the viewer open file in “Fit Width”. I would like to obtain a “Fit to page” display. 

Hello, I have two questionsWe are now starting with DMS - could you let us know whether there is some kind of option that allows us to limit the documents for particular SITE / SITES? We have 5 companies within the holding and some documents are limited for one, some for two, some are available for the whole holding company.  Our sales man have given rights in the CRM module and so on… they have their own customer orders and documents related to them. Is there a way (in case one is on long-term sick leave or holiday) how to “temporarily” add them the rights for the documents of the original person so he can see the contracts necessary? Something like for authorization of purchase orders where you state the “replacement” and the time for which he / she is valid to approve it for.  Thank you very much for your feedback,BRPetra   

Hi All, Received following error when using the command : .\main.ps1 -resource 'STORAGE'. Please advice to resolve. Error: non-absolute URLs should be in form of repo_name/path_to_chart Thank you.

 Hi, everybody, We changed the FTP server and the files were transferred from the old server to the new server.When we want to add a new document, the old document class appears.The old document classes should not be visible.Could you support us pls?  

When checking out an excelm file from doc revision using the ‘Edit Document’ button, Excel opens but the file does not. The doc is successfully checked out, the revision is downloaded and is visible in the user’s download location and can also be opened from there. As a result of the file not opening, the document cannot be revised / updated. Is there a setting somewhere that will allow excelm files to open when downloading? We are on 24R1 SU12

Hi,in APPS10 when you filter approval steps in “Document Management - Approvals” users see all the approvals steps not only for them. I found out SQL select, that returns only steps that are for particular user:select * from APPROVAL_CURRENT_STEP where (PERSON_ID = '#PERSON_ID#' OR &AO.Document_Group_Members_API.User_Member_Of_Group(GROUP_ID, '#PERSON_ID#') = 'TRUE') but when I copy it to IFS, it gives me error: Any suggestions??ThanksJan

Good afternoon.  Since we have upgraded to 24.2.2 we were able to attach documents using the Attach Existing option.    We believe it is the project action grant Document_attachment_cloud, but it states it is IFS Managed.   Does the Attach Existing Document option in 24.2.2 behave abnormally for anyone else? Thank you,Kevin

Hello,Has anyone come across this error and managed to fix?  I have uninstalled and reinstalled both the Aurena Agent and Chrome Extension but still no luck.

Dear AllI want to ‘hide’ obsolete documents in the documents attachment pane of an IFS module (functional objects, projects etc.). Is there a setting that can achieve that. I know we can show only the latest revision in an attachments pane, but I can’t see anything that would enable me to not show stand-alone obsolete documents.Does anybody have any ideas on how to achieve this?

Hi Community experts, please advise on the below:After upgrading to 25R1 SU3, we observed new document classes (e.g., DISCO DOC, INVOICE, IPC DOC, IPC JSON, IPC REV, MM DOC) appearing in the Document Class basic data. These classes are visible to all end users. Does the upgrade add these classes? I would appreciate it if you could shed some light on this for better understanding.

Hi Team,When I try to attach documents using a scheduled job loaded from IFS Connect, I get the following error on the Invoice Import Log page:Error while uploading the file. Detail: Error while uploading the file. Error from inside uploadFileNew: File Storage Request should contain IFS user The scheduled job was executed from IFSAPP, and both the file storage repository user, Still I get the same error.  When I checkingIN documents manually to a document revision, it works and files go to repository. Any advice on this is appreciated. 

Hi Team,After uploading PDF attachments using the routing rule Document_file_import, where are they stored?Later, I could link the attachments to the invoice using the Invoice job without any issue. We have a repository configured and I wonder whether loaded attachments supposed to stored there. If not, where are they stored? are there any place in the application we can access them before attaching to invoice ?Our repository is a file share, and I can’t find the attachments I loaded there. Do I need to Check In the document for it to appear? I’m currently unable to do so due to an Aurena Agent error. Appreciate any input on this. 

Hello IFS Community,We’ve encountered an issue when using the .rep layout in a Report Rule with the action “Check In To Document Management”. Specifically, the Document Revision is not created or attached to the ProjectInvoice object when the .rep layout is used.In contrast, when using the .rdl layout in the same Report Rule, the Document Revision is successfully created and attached to the ProjectInvoice object.The Report Rule configuration remains unchanged between tests—only the layout name differs. Both layouts (.rdl and .rep) generate PDF results in the Report Archive, and the Report Rule Log confirms that the rule is triggered in both cases.Does anyone know why the .rdl layout works for creating Document Revisions, while the .rep layout does not? Could it be a configuration we’re missing?

Hi,Below is an issue raised by a customer,“Document Revision is NOT created and attached to ProjectInvoice object when using the “.rep” layout in Report Rule.”They need documents (pdf)  that will be produced from an operational report and attached to ProjectInvoice object and would like to use Report Rule to set this up.A Report Rule was created for the original PROJECT_INVOICE_REP with some hardcoded values for testing.When testing the print job functionality for the report_id_ := ‘PROJECT_INVOICE_REP’ and layout_name_ := 'ProjectInvoiceRep.rdl', the result pdf is visible in Report Archive, the document is created and attached to the ProjectInvoice object, so the Report Rule works fine.However, Document Revision is NOT created and attached to ProjectInvoice object when using the “.rep

Hi Team,I have a question about DMS in APP 10. (UPD 25)Is it possible to implement the following functionality in the ERP system?View: PART_CATALOG, Page: Main articleHere, we want to ensure that only a specific authorisation groupis allowed to add documents to the main article.Does anyone here have experience with this very specific topic? Best regardsPascal

I have had a customer ask me if there was a tool that can parse out information from a variety of documents and load that information into IFS such as sales contracts, defense contracts, etc.  There is a tool called MegaParse that may fit the bill here.  Does anyone have experience with this tool?  How easy is it to use?  Problems?  COsts? Any information would be appreciated!  Thanks!

Hi IFS Community, We are going to move documents from DB to FSS via ‘Transfer Document’ assistant. The customer is a live customer hosted in IFS Managed cloud and therefore we do not have access to File Storage. Then I have a major concern on what will happen if any technical failure happen ? Is there any chance of happening technical failure during the transfer.  I have analyze the code and here are my findings.Back ground job created for ‘EDM_FILE_API.Batch_Process’ and then execute Batch_Transfer_Handler_API.Move_From_Db_To_Fss. This create application messages to transfer each file to FSS. Then the IFS connect logic executes as below.I would like to check whether is there any chance of executing modifyLoactionName without executing actual logic for physical file transfer. The location Name in Edm_File_Tab will be changed when ‘modifyLoactionName ’ executes. 

How to change/edit “Send to Colleague ID” in app9

Hello everyone,Our end user are using “Send to connect” routing rule to generate a PDF file (for invoice) and send it automatically to a sftp server. Unfortunately, sometimes for unknown reasons, some invoice don't reach our sftp server.After a bit of analyzing, we in Report Archive the document is correctly generated, but not always in print manager screen in ifs cloud.To understand why it fails, I would like 2 things im unable to find now ;Log of routing rules (failed especially, i’ve looked into application messages but not everything seems reccorded in this page) Data table relation between Report Archive → Print manager, to at least create a kind of script that allow me to warn our end user about missing PDF invoice.Best regards