Document Management (DocMan)

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 ?

************** 例外テキスト **************System.Runtime.InteropServices.COMException (0x80004004): 操作は中断されました (HRESULT からの例外:0x80004004 (E_ABORT))場所 Microsoft.Office.Core.COMAddIn.set_Connect(Boolean RetValue)場所 Ifs.Application.ExcelReporter.AddInManager.GetConnectionAddInObject()場所 Ifs.Application.ExcelReporter.AddInManager.SetConnectionAddInProperty(String name, Object[] values)場所 Ifs.Application.ExcelReporter.ReportLoaderOperations.PerformBasicValidationOnLoad()場所 Ifs.Application.ExcelReporter.ReportLoaderOperations.LoadReport(IUiCallback uiCallback)場所 Ifs.Application.ExcelReporter.MainWorkbook.ThisWorkbook_Startup(Object sender, EventArgs e)場所 Microsoft.Office.Tools.Excel.WorkbookImpl.OnStartup()場所 Ifs.Application.ExcelReporter.MainWorkbook.FinishInitialization()場所 Microsoft.VisualStudio.Tools.Office.Runtime.DomainCreator.ExecuteCustomization.ExecutePhase(ExecutionPhases executionPhases)場所 Microsoft.VisualStudio.Tools.Office.Runtime.DomainCreator.ExecuteCustomization.Microsoft.VisualStu

Hi,Currently, document revisions can be released in any random order (irrespective of the order they were created). Would it cause problems if we put in some restrictions from that happening?Restrictions such as,1. We make sure that they can only be released in the order they were created in2. In a scenario where the value in the Update Revision field is set as “Latest Released Revision”, we keep the object connections in the latest created revision which was released without letting them move to a revision which was released after, but created much earlier?Thanks!

Hi, Customer is going to use IFS HUB as their main central repository for document, and would like to know any IFS bench marking details such as: 1.      Is there any known limitation of maximum size of document which supposed to  replicate.?2.      Any known  consideration about memory allocation to IntServers in HUB and SATs with regards to size of the document to be replicate. Can we have an official answer from RnD or from any other consultant familiar in this area ?I referred “User Guide - Replication (Data Synchronization)” and Technical Documentation as well, but could not find above information. Thank you. Best Regards,Thilini

Is there any description  of the expected contence in the Document management  office plugin?  We have installed the Plugin and it seems to work as expected. But I expect to have at least tree different functions, check out, check in and create new documents.In the installed Plugin, the Create new document is the only available action. Is the checkin and check out button possible to activate in the Plugin or is this an limitation of the Plugin  to only allow  “New documents”?

Hello guys,I’m trying to upgrade Apps8 database objects to Apps10 UPD8 using the build provided by IFS and getting this kind of errors from the installer at the very early stage after deployment process started. It’s kind of unusual that these errors say ‘component 'INSTALLED'’ I know that this is checking the availability of the dependencies before hand but if I check the static dependency components for partca are currently present in the database and available in the new build home as well.  !!!Error deploying file partca\PartSerialCatalog.apy at 21-OCT-20 04:44:48 !!!PACKAGE BODY PART_SERIAL_CATALOG_API created with compilation errors PLS-00302: component 'INSTALLED' must be declared error at line no :13635 PL/SQL: Statement ignored error at line no :13634 PLS-00174: a static boolean expression must be used error at line no :13635!!!Error deploying file docman\ApprovalRouting.apy at 21-OCT-20 04:44:54 !!!PACKAGE BODY APPROVAL_ROUTING_API created with compilation errors PLS-00302: c

When trying to create a Document, or upload an existing one it’s giving me a generic error:“Group Id, Person Id or Object Id must have a value”. I have checked Person group exists for that Document Class which has a object connection as well. What am I missing here? Many thanks!

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

 Hi,I need to limit Document Class “100 - Drawing” to attach only PDF as File Type. I do not want to attach other file types to document class 100. Is it possible via Macros tab in Document Class Management of Class 100? or Is there any other way? Thanks in advanceNimesh

How to navigate to two screens at one time in IFS aurena?#aurena

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

In order to know what view we need to fetch information from in the past (IFS Appl 10 and backwards) we could always query the good old “Object connections” that has:Now, since we only are allowed to fetch data from projections (starting with Cloud21R1 and upwards) - how do we know what projection to invoke depending on what object(s) a document is connected to?

Under Document Management → Approvals, the “object info” rmb option is only available for certain logical units. As an example, it’s either greyed out or absent for PaymentAddress and PartytypeProperty, but it’s there for CustomerInfo.I’ve had a look under logical units and I can’t see a pattern here. Example: Some of the ones that work have rowkey enabled, others don’t. So, does anyone know what the difference is? Even better, is there a way to enable “object info” for LUs where it’s not available?Thanks in advance... 

Afternoon everyone, One of our users has a number of approvals connected to sub-contract valuations but when he clicks on object information to view, it takes him to a blank screen. I think this is because the particular valuation has been cancelled, but the approval is remaining in his list. Does anyone know how we can get rid of these? Will this require removing them from the tables or a data repair release from IFS?When we RMB on the highlighted line, the only option available is Object Info...When we select Object Info the screen is completely blank, so I cannot delete the approval lines from there.ThanksHayley

Hello I would like to make a demo on the management of DOCMAN macros for a prospect, the macros are not executed in IFSCLOUD. Can you help me? 

Hi All,Having below new strange error when trying to attach a document  . Any idea or suggestions can help.Much appreciate

I am trying to create a transmittal using the assistant tool in Aurena, however I noticed that the options to end via E-mail or Zip a file do not appear as the would in EE. Are they not available in Aurena?     

Hi, We have the event Document Ready for Approval, and one of our customer’s would like to exclude some users or group of user to receive mail from this Event. This works for one user if we define it under the conditions. The user will not get any mails. They would like to know how to exclude persons in a certain Document Group (Person group). Thanks and Best Regards,Thilini

Hello experts, In document management, can we set a certain time in days for step approval. Lets suppose, 5 people need to approve a document one by one. Can we set a limit on each step that each one shouldn’t take more than 5 days to approve,. If five days are crossed, it moves to another person. In case, the approver doesn’t either approve or reject due to any reason, how can we move to the next approver. Like Forward or bypass etc.Main idea is to restrict approve to prevent delay in approval process.Note: Using Group is not a option here, client uses individual as document approvers.Please advise. Regards 

In V8, is there a way in the document management system to restrict access to documents in obsolete status for users who have only view access on doc class. We would like to give them view access only to documents in released status, so that they are not able to find a document in preliminary or obsolete status. Thanks for your help

I wonder if somebody has done automation where a process needs to export a document to a shared drive?Any idea how to do this? Is there a tool in IFS to do the export?Thanks,JL 

In document revision screen in general tab while clicking on View/Edit/Print option I am not able to see the report which is checked in. but from database in EDM_FILE_STORAGE_TAB I can see the PDF report. I am getting the information message as shown in the screenshot.Appreciate any lead or help for the fix. Thanks in Advance. 

There is a customer requirement to hide the document number from the “list view” of the document attachment panel. Is this possible? Please check the attached screen shot. They want to hide the underlined portion.

Hi,Is it possible to attach more than one file to a Document Revision/Document Sheet?

Hi,Whenever we create project invoice, it seems that IFS generates a PDF that is automatically attached to the invoice object. But we do not understand where this functionality has been set up… In the past, we were generating documents in Database repository, and this functionality described above was working fine. Then we switched to FTP repository and since then, it became impossible to retrieve invoices atached automatically after the date of implementation of the ftp (past invoice are still accessible). It seems that IFS keeps creating the invoice in the DataBase, but tries to retrieve them from the FTP, so we get an error message saying the document does not exist on the FTP.Does anyone face such issues? or know where all of that is set up ?NB: We do not mind to keep our invoices in the database instead of FTP, but all the other documents must be on FTP due to size issues.Thanks in advance for your hep !