Document Management (DocMan)

This will include questions related to document management.

  • 685 Topics
  • 3,104 Replies

685 Topics

baris.halici
Hero (Customer)
baris.haliciHero (Customer)
asked in Document Management (DocMan)

Download_From_Ftp Login Incorrect Error

Hello Community,Attached is @dsj’s useful post. This post has helped many people solve problems.We use ftp server in the edm locations of our documents. Therefore, all our digital documents are stored on our FTP server. When I use batch_transfer_handler_api.download_from_ftp to send mail these documents from IFS EE, I get the following error.DECLARE error_msg_ VARCHAR2(4000);BEGIN error_msg_ := NULL; batch_transfer_handler_api.download_from_ftp( error_msg_ => error_msg_, local_file_name_ => '/FTP/2022/JAN/DOC-1000162-1-REV01-1.PDF', file_name_ => '/FTP/2022/JAN/DOC-1000162-1-REV01-1.PDF', address_ => '<ftp_server_ip>', user_ => '<ftp_connect_username>', password_ => '<ftp_connect_user_pwd>', port_ => 21, send_password_ => TRUE ); IF (error_msg_ IS NOT NULL) THEN dbms_output.put_line('error_msg_: ' || error_msg_); END IF;END;Output:error_msg_: ORA-20105: WebServicesUtil.readFromFtp

5
I
Sidekick (Partner)
1 year ago
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    

5
Mathias Dahl
Superhero (Employee)
2 years ago
D
Do Gooder (Customer)
DBENSONDo Gooder (Customer)
asked in Document Management (DocMan)

Is there a way to connect a document to Purchase Order generically?

We have created a document class for SOPs. We would love to be able to connect those SOPs relating to topics specific to the purchase order management to the Purchase Order window, regardless of which record is pulled up. If someone was making a new Purchase Order and it was blank or viewing an existing one we would like them to be able to access the same generic SOP document from the attachments. 

12
Mathias Dahl
Superhero (Employee)
1 year ago
Oliver Vornheder
Sidekick (Partner)
Oliver VornhederSidekick (Partner)
asked in Document Management (DocMan)

Document attachment in customer invoice

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.

8
Mathias Dahl
Superhero (Employee)
2 years ago
M
Sidekick (Customer)
m.arifSidekick (Customer)
asked in Document Management (DocMan)

Document Approvals in Aurena

How can i approve the document under approvals , i dont see a button for approving and rejecting. I can only see the object details. 

3
M
Sidekick (Customer)
1 year ago
V
Do Gooder (Employee)
VABALKDo Gooder (Employee)
asked in Document Management (DocMan)

Document Preview in Aurena

Do we have a comprehensive list of File Types supported by “Preview” option in Aurena ? This is for a customer on App 10 Aurena client. Managed to use Preview for PDF, TXT,JPG and MP4 file types. Did not work for MS OFFICE files, HTM, MSG etc. Also is there a way to disable the download option in “Preview” window ?Customer is looking for an inbuilt viewer for all file types. Also they don't want the users (with only View access) to download the files to local machines and also print. So at least need to provide a list of supported file types for preview and a way to stop downloading. 

8
Mathias Dahl
Superhero (Employee)
1 year ago
Mervan
Sidekick
MervanSidekick
asked in Document Management (DocMan)

docman - document basic -- approval template

Hello everyone,i have a question? I made a definition from the approval template.I chose the approval template that I defined in the approval process. After selecting the approval template, I cannot see which template I selected during the approval process. Is it possible for me to see the template during the approval process? Or can I learn it with the function?I would like to explain my question with an example. Template 999 has been created in the approval template(image1).I then chose the approval template 999 during the approval process(image2). I can't see that I selected 999 approval templates in the approval process.Best regards Mervan 

9
Mathias Dahl
Superhero (Employee)
1 year ago
E
Do Gooder (Employee)
eric.vivesDo Gooder (Employee)
asked in Document Management (DocMan)

Document Management Macros Issue

Good afternoon, I’m trying to set up macros for a customer environment and I’m unable to make it work for a customer environment in cloud. I’ll list out the bullet points of steps followed to see if anyone could help out: Downloaded and installed IFS Aurena Extension (for correct environment) Created new Doc Class Created Document Macro Blocks    Created Document Macros:   Entered the Object Attributes for Macros:    Copied Macros into Doc Class Management page (checkin, checkout, createnew)   Created Checkin, Checkout and Createnew in Doc Class Process Action with macro option: RunIfOnlyOne (tried SelectAndRun too) - and Name Files Using: Force Document Title and Name.   Made sure that on Object Connections, the Logical Unit contains the “DocReferenceObject”   Then when creating a document from the LU chosen, and opening the Word Doc (doing it for Word07 - Docx), and clicking on: Insert > Quick Part > Document Information > DocProperty   After following those steps, I a

9
Mathias Dahl
Superhero (Employee)
11 months ago
J
Sidekick (Employee)
jamiSidekick (Employee)
asked in Document Management (DocMan)

Document Management Macros

I want to retrieve data from IFS database into a Word document, e.g. work order number and task number to which the document is connected. Document is stored to IFS docman and data should be fetched when document is opened for viewing.Is it possible to do the procedure with document macros?

5
Mathias Dahl
Superhero (Employee)
1 year ago
Nipun Gunaratne
Sidekick (Employee)
Nipun GunaratneSidekick (Employee)
asked in Document Management (DocMan)

Document management doesn’t seem to be activated

Hi All,Document management doesn’t seem to be activated even after setting the object connections and permissions. All the users are facing this issue. The issue persists even with IFSAPP login. This issue is with other windows as well. We can’t attach any documents to any window. What might be the issue for this?Thanks & Best Regards,Nipun

5
Nipun Gunaratne
Sidekick (Employee)
2 years ago
P
Sidekick (Customer)
PD.Ryan.KerrSidekick (Customer)
asked in Document Management (DocMan)

Approval Routing - Rejection: Deadlock Error

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

3
Mathias Dahl
Superhero (Employee)
2 years ago
LindaK
Sidekick (Employee)
LindaKSidekick (Employee)
asked in Document Management (DocMan)

Macro Document Management IFS Cloud

Hi, Are there any existing macro layouts for document management in Cloud ?For example, create a PDF file when we are checking in a Word document.Thanks! Linda 

5
C
Sidekick (Customer)
1 year ago
Oliver Vornheder
Sidekick (Partner)
Oliver VornhederSidekick (Partner)
asked in Document Management (DocMan)

Docman fulltext search

In Apps 10 we had a full text search in Docman which was initially served by the Search Domains functions. I can't find such a search in Cloud 21R1 anymore. Does this mean for Cloud 21R1 that there is no full text search anymore? What are the alternatives?GreetingsOliver

18
Mathias Dahl
Superhero (Employee)
5 months ago
I
Sidekick (Partner)
InnChathISidekick (Partner)
asked in Document Management (DocMan)

Attach files in FTP and email

Hi all,Requirement : Send an email with all the attachments added in a Purchase Order / Purchase Order Line.The files are stored in FTP, therefore I cant use the edm_file_storate_tab to get the BLOB.So, I tried to use  Batch_Transfer_Handler_Api.Download_From_Ftp method  to get the files, and attach to email.And it worked for one particular document, but its failling with the below error for other documents, which are in same class, same ftp location, attached to same Purchase Order Line. Details/setup in the Document Revision screen for both are also same. The failling documents are viewable on the application without any error.Debug information also showing the same path/fileName as in edm_file_tab for these failling documents.Could you please advise on any possible reasons to failing the ftp download? or please suggest another option to attach these docs in FTP to an email.Appreciate your help.Thank you! 

3
Mathias Dahl
Superhero (Employee)
1 year ago
A
Sidekick
Amitesh_IFSSidekick
asked in Document Management (DocMan)

Object connection Transformation no working

Hi ,There’s a requirement to transfer document from Serial Object to Part SerialThe setup is done in Object connection transformation and I have tested the transformation as well.Key in part serial is partno and serial no which is available in serial object.    After doing all the setup The attachement transfer is not working .any help or suggetion would be a great help. anything else I need to check here that I have missed?

5
Mathias Dahl
Superhero (Employee)
2 years ago
matt.watters
Superhero (Partner)
matt.wattersSuperhero (Partner)
asked in Document Management (DocMan)

Cloud DocMan without Aurena Agent

New to doing DocMan in a Cloud environment.What would a user be unable to perform with the Aurena Agent not installed, i.e. can most functionality (create, edit, check-in, view) be done without it?Asking as I am expecting a customer to not have the address info required for running the MSI installation, and unable to configure any User Settings. 

11
matt.watters
Superhero (Partner)
1 year ago
Amila Samarasinghe
Superhero (Partner)
Amila SamarasingheSuperhero (Partner)
asked in Document Management (DocMan)

Aurena Agent not working

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

7
Mathias Dahl
Superhero (Employee)
2 years ago
S
Do Gooder (Employee)
shaglkDo Gooder (Employee)
asked in Document Management (DocMan)

Visualize Document Details in Document Folder Navigator

As of now in the Document Folder navigator, we don't have the direct visibility of the documents within the folders.As a part of the new development, it is intended to bring the standard capabilities into the document folder navigator, so that the user will be able to:Visualize documents within the folders directly within a document folder node. Visualize the document details in the Document Folder Navigator page. Drag and drop documents between document folder nodes in a structure.We now have the 3 options in the poll below to display the Document details in the Document Folder Navigator page. Would like to know the preference. 

25
Mathias Dahl
Superhero (Employee)
7 months ago
S
Sidekick (Employee)
ShouSidekick (Employee)
asked in Document Management (DocMan)

How to attach an URL/Link onto entity (eg: purchase order line) - IFS Cloud

Hi, we are using IFS Cloud 22R1.My customer want attache a link/url of PDF file onto purchase order line /customer order line. we tried object connection - “Attachment”  and “Media” but with Attachment , you have to upload a real PDF file (instead of link)and Media don’t support Link/URL. is any workaround for it?

6
Mathias Dahl
Superhero (Employee)
1 year ago
Y
Do Gooder (Customer)
YvetteDo Gooder (Customer)
asked in Document Management (DocMan)

Import and export

Does anyone else use IFS for their customs documentation. We are looking at using IFS for our import and export documents and was wondering if anyone else uses for this purpose. thank you Yvette Clarke

8
S
Hero (Customer)
1 year ago
K
Sidekick (Employee)
kibsdkSidekick (Employee)
asked in Document Management (DocMan)

IFS Cloud Macros in IFS Document Management

I am trying to enable macros for MS Word from Demo Showroom environment 22R2. I have copied my macros from an environment also 22R2 that works - but in my demoshowroom environment - the IFS Fields are not appearing in MS WordI noticed that I got a message that Macros has been blocked. But after having enabled all macros in the MS Word Trust Center - the IFS fields are still not vissible for insert in the document.Any tips must appreciated :-)  This is for a very important demo and this is a key scenario for the customer/kim

8
Mathias Dahl
Superhero (Employee)
11 months ago
N
Sidekick (Partner)
nimesh
asked in Document Management (DocMan)

Document Macro script

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

1
Mathias Dahl
Superhero (Employee)
2 years ago
G
Hero
GayanDHero
asked in Document Management (DocMan)

Default Document for a Document Class

Hi,We have a requirement to set up a Default Document (Like Sales Conditions) for Invoices (Document Class) of one Company. This document should be attached to every invoice.Do we have any such setup in Document Management?Thanks

4
R
Sidekick (Customer)
2 years ago
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?

1
Mathias Dahl
Superhero (Employee)
2 years ago
matt.watters
Superhero (Partner)
matt.wattersSuperhero (Partner)
asked in Document Management (DocMan)

Editable setting in Object Connection Transformations

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

3
Thushitha Chandrasiri
Superhero (Partner)
2 years ago

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