Document Management (DocMan)

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

Hi Everyone,I would like to submit many documents with one approval template for Client review and approval.How can I proceed, please?I am using IFS APP10Many thanks in advanceRoyIbrahim.

I suspect I may be missing something obvious but looking for help with this.Apps10. We have documents (e.g. Calibration documents) of a particular Document Class that were attached to records (Manufacturing Tools) in the past.At the time of the files being attached/uploaded the Document Class in question had incorrect access configured.This has now been fixed, so that the correct Document Groups now have access to this Document Class, however none of the existing files are not retroactively inheriting these permissions.  New files of the same Document Class that we attach now have corrected access controls, but the old ones remain unchanged in terms of access.How can we update the access permissions on existing documents of a specific Document Class to get the current correct access that is assigned to that same Document Class? Is there an additional step or script that I need to run to force this change to apply to previously

Hello everyone,I have a customer who is looking to implement Segtico Certificate to ensure that our auto-generated transactional emails (sent from no-reply@xxxxxx.com) are signed for authenticity using S/MIME.Could anyone point me to resources or documentation on how to integrate signing certificates into our email system? Specifically, we’re interested in best practices for setting this up with automated email workflows.Many thanks in advance!/ashley

Hi all,I am currently with a client that are in the process of upgrading from apps10 to Cloud, 24R2.One of the questions raised was how to view changes made to minor revisions of a document, between major revisions. It seems that when I check out a document, edit it, check in, the last version is overwritten so no one can see or compare the two versions. For example, in SharePoint I can view every change to each minor or major revision of a document.How do we, or can we do his in Cloud?Thanks in advance,Darrin

In IFS Cloud 24R2 document management, How can the visibility of a document folder in the folder navigator be conditioned based on its name or part of its name, along with the company of the logged-in user? for example with this function : User_Finance_API.Exists (substring(Record.FolderName, 1, 2) ,  #UserId#) where the document Folder Name begin with the company_Id

24.2.6I have an approved Export License for which I have defined View Access rights for a specific user. This user has been granted Documentation Access in Export Control Authorizations. This user is not a Document Administrator nor is this user listed on the Access tab of the document revision.The released document revision (a pdf file) is Export Controlled with Access rights via Export License = YES and is attached to the Export License.This user can view the document through the Attachments panel on the Export License.BUTThis user does not have the View Document command available at the Document Revision.

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.

Hello Everybody,I would like to ask for your help on the following topic.I would like to create a "Shared" repository in version 24R2. (I have already reviewed the available notes on the community, and I know that this function is marked as deprecated). Setup steps:I set FTP_SHARED_OVERRIDE to FORCE_ENABLE_DEPRECATED_FEATURE.I set Repository Address ( \\<server>\<shared>) +user-pw( the password does not contain the following characters:  /*-+!@#$%^&*(){}[].)I created the folders.I created a Repository:

Hello,  does anyone has a solution how to transfer documents based on the document class in IFS Cloud? From the business opportunity to the customer order and then from the business opportunity to JT task but really based on the document class itself.  Is there any solution available at the moment?  Thank you, Best RegardsPK 

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? 

Hi All,As mentioned in several community posts, IFS is phasing out the shared document repository type with the introduction of support for file storage across multiple locations.According to the IFS documentation, although shared repositories are being deprecated, it is still possible to enable them manually. Customers may continue to use this functionality until IFS releases full support for multiple file storage locations.I would like to inquire whether any other customers or partners have manually enabled shared repositories and are currently utilizing this setup. Any insights or shared experiences would be greatly appreciated.Thanks,Chamath

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 everyone,We are on IFS Cloud 24R2 (SaaS) and, during each period close, several accountants need to review the same Word/Excel file in sequence—adding comments and small adjustments without creating multiple standalone documents.Our idea is to store the original file in IFS Document Management and let each user create a new revision rather than a new document.Before we roll this out, I need to confirm what editing models are actually available:In‑place / browser editingDoes IFS Cloud provide a built‑in way to edit Word, Excel or PDF files directly in the browser (no local download), while still preserving DocMan revision control?Add‑in–assisted editingIf the answer involves the IFS Document Management Office Add‑In (or Aurena Agent), does that add‑in upload changes automatically, or is the classic check‑out → local edit → check‑in loop still required?Supported document types & prerequisitesWhich formats (DOCX, X

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?

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