Document Management (DocMan)

Hi All, I’m getting an error when trying to create a document using a REST API. I’m passing value as ‘YES’ for CreateFileRef, but it’s giving below error.  API DocumentationCore Code/ Function POSTMAN RequestPlease share if you have any input on this. Thanks & Regards,Asanka.

24.2.6In the Document Folder Navigator, on the Documents tab there are columns for Admin, Edit, and View access. My user has the system privilege of DocMan Administrator. For the document revision shown below, I have also granted explicit Admin access to my user/person.Why do these access columns read as ‘No’ in the Documents tab of the navigator? Where are these access values coming from? 

The documentation for Document Class Process Action states:“This process configuration will override the default functionality for the three document types: original, view, and redline.”I read this as if I do not configure any process actions for a document class, then the system default functionality will preside when I view, print, checkout, etc. What are these default functionalities? What will the system do out-of-the-box?

Hello all, We are using IFS Apps 10. Has anyone experienced one user seeing an attachment as a PDF but all other users seeing it as a .msg? We suspect maybe the user opened a .msg attachment and when asked to use Adobe Acrobat Reader Always or Once, selected Always. Now she can’t open .msg attachments User who is receiving error: All other users: Any help is greatly appreciated! Thank you,Carl

Hi everyone,I'm working with media/technical drawings in IFS Cloud, and I’m having trouble setting a background color behind the image.As you can see in the screenshot below, the drawing is transparent and overlays the interface, which makes surrounding text and labels barely readable.I’ve tried changing W-600-COLOR in the Appearance Designer, but the media area still remains transparent.Is there a way to apply a solid background (e.g. white or light gray) behind a media file in IFS?  Any help or best practices would be greatly appreciated!Thanks in advance,

Hello,After IFS Cloud update to 24R1 version there is no possibility to use Document Repository with Repository Type “Shared”.Client used Repository Type “Shared” and all document files were kept there. After upgrade client cannot access document files from Document Revision. Receives error: Error in downloading file: one or more errors occurred.First question: How to reach the document files after upgrade to 24R1 version if they are uploaded to repository with type „Shared“?***We tried to create new repository with file type „File Storage“, in the field „Path“ (in the form „Repositories“). When uploading the document file to Document Revision, document file is put to the docman place, but not into the certain catalog for the certain Document Class:And document file uploaded to repository is not named by „Repository File Name“.Second question: How should be created new repositories with repository type „File Storage“ that document fil

Hei ,I have to delete a record from doc_number_counter_tab. in which table do i find the relevant sequence number created for each unique NUMBER COUNTER Created.Thanks and Regards,Nithya

Cloud 24.2.2From the attachments panel on an object (e.g., NCR) I have a user that is able to edit a document revision; the Edit icon is visible.After check-out, the check-in icon and the check-in command are not visible, so the user cannot perform a check-in at the Attachments panel. The user can navigate to the Document Revision and perform the check-in there.Any ideas on what might be causing this as it appears all the other relevant icons/commands are available?

It appears that the IFS Cloud File Storage (FS) repository in cloud is limited to a single share.  Is this going to change in releases after 24r2?  I tried using DFS instead of a traditional share and the storage pods report errors when they spin up.… may need to use SHARED repositories but I don’t want to face them being deprecated in future releases.Any ideas?

Hi, Does anyone know how files physically appear in IFS Managed Cloud File Repository, If I create repository ids as below does that create folders lime FS1, FS3 and FS4 ? Or  Is it a single place where system store the path in a way to uniqly identify the file when referring 

Has there been a change in the system? Every document is pulling through will update allowed during approval turned on when this should be off as default – only allowed for certain documents, controlled documents should not be amended once doc controller signed off

Hello community,I have got information, that in release 25R1 will be DMS repository type = File Share supported. I would like to clarify, if it is true or not. Thank you very much for your answer. Jiri

Hi IFS Community, Our customer is a IFS Managed cloud customer. Our current document file repository id Database. We started moving the documents to Cloud File Storage in TRN environment. In IFS Managed cloud the Cloud file storage is something which only IFS has access and even customer doesn’t have access.. So there is no way to see what is happening there.I have moved around 15000 files from Database to Cloud File Repository for testing purpose in TRN. Now we have a requirement of cloning PROD to TRN. PROD has no files in cloud file storage repository. In TRN some files moved to cloud FSS and some are in database. I am going to re begin the document transfer in TRN after PROD copy.In normal database clone request only database copy happen and since there is no FSS in PROD we do not need to initiate new FSS clone request in this case. But below two tables are not replaced in a environment during the cloning.EDM_LOCATION_USER_TABEDM_LOCATION

Good day.  I would appreciate feedback on the following please: after attaching a “Comments” file from the Receiver of a Document Transmittal, the Comments Received field is updated as “Yes” on the line level under the “Documents” tab.  The “Comments Received” field on the Header level though does not update:Anyone that knows why this is and what is required for this field to be updated?Thank you.Anya

The transmittal function does not show to have any updated functionality in the coming updates. At this time the transmittal function shows it is being both "created and sent" as an email, but no actual email is being created or sent.What is the plan?

It is a great advantage if we can offer a standard interface for customer projects, which already have the basic configurations including Boomi connection, so that external DMS archive systems can be connected more quickly and easily. Currently, this has to be implemented anew in every customer project.You would then only have to configure the part Boomi → external DMS archive systems. The IFS → Boomi part would already be fixed in the standard system.The current implementation is that you can use the document class to define which classes are to be archived: Boomi also plays a link from the external archive system back into the document revision system so that the external document can be called up from IFS if required. At the same time, this is also the feedback that the document transfer

Hi, I could use some help here and hope someone can advise me. How can I set up the system so that an attachment added to a purchase requisition is automatically visible in the Attachment panel of the resulting purchase order, and also in the customer order that gets created?Thanks:-)BrLinda

Dear Community,  Have anyone seen that error when we try to open an attached file from IFS EE Apps8?  When I checked the check out folder, it looks the attachment file was not created. It looks EE are not able to create the file there. But the test environment is able to create the file and open it without any issue. This happens in every client machine, not just in only a few. Has anyone seen this earlier? Thank you very much for any thoughts. Best regards, Balazs

Need assistance in using REST API to download Document management attachments as listed in DOCUMENT_DATA table by DOC_REFERENCE_OBJECT correlations. What would be the API endpoints needed and the preconditions on using them?Thank you,Paul.

Share link from IFS – Document Revision – link does not seem to work for the combination of View and Latest Released. We are on Cloud 24R1.11When first changing Document Type to View and then Revision to Latest Released, Document Type will revert to OriginalHowever the link looks correct (Link to View Document)cloud/main/ifsapplications/web/assistant/DocumentLinkHandling/HandleLinkAssistant?$action=View%7BParamDocClass%3A'',ParamDocNo%3A'',ParamDocSheet%3A'',ParamDocRev%3A'',ParamDocType%3A'VIEW',ParamFileNo%3A1,ParamLatestRevision%3A'FALSE',ParamLatestReleased%3A'TRUE',ParamShowDetails%3A'FALSE'%7DBut when we try to click on the link we get an error message that the document does not exist (I have removed the first part of the url above as an example for privacy issues)

When using Create Document Assistant, trying to connect a Document to another Document Revision, there is no selector for the document revision.  The Object Connection is set up for DocIssueand the Quick Object Connection is set up for the specific Document Class. How do I get the selector for the Document Revision?Gregg

Hi1) Is it possible to assign separate directories to separate document classes on the SMB share? Currently we have the share \\Ifsc-mgt-cfg\DOC but e.g. when we wanted to assign another CLASS1 document class to the path \\Ifsc-mgt-cfg\DOC\CLASS1 (created directory on share) the file was saved in \\Ifsc-mgt-cfg\DOC - screen1, screen22) Files on SMB share are saved with random name (screen3). Where can we check or how can we check which file is the file assigned to a specific document revisionregards Daniel

I am missting the drag and drop option when creating new documents in all of our nordic presales environment on 21R2 - running in Chrome. If I run in Edge it worksWondering if I am missing a setup somewhere - or if I am experiencing a bugMy Create New Document form looks like this in Chrome  and like this in Edge: 

Hello , I have excel layout with .rpl extension ,is there any method to redesign this document and add some features. 

Dear all,we are running IFS Cloud 21R2 as remote installation. Our IFS DB is growing and big portion of the volume are document attachments, therefore we would like to move them to a file storage service. We see “File Storage” option in document management repository, but we would like to confirmwhat “File Storage” services this option is supported with on remote installation, is it Azure File Storage or Azure Blob Storage or both? are there any prerequisites to make “File Storage” option working with Remote Installation?   can you pls. extend IFS documentation with more detailed information regarding the usage of “File Storage” and what storage services are exactly supported with remote installation of IFS Cloud? can you pls. extend IFS technical documentation with a configuration guide for the file storage repository?  is there any plan to support other file storage services with next releases of IFS Cloud?  Thanks