Document Management (DocMan)

When user click to Document Revision or Document Revision, will get Server Error in App10 AurenaOther Pages of Doc Man can show data  

If i am setting up HR docman files and I do not want eployees or supervisors to view the documents … ONLY HR STAFF SHOULD BE ABLE TO EDIT AND VIEW DOCUMENTS.. how best can i achieve this ? I have one group for HR Staff with Edit Access rights  and One for all users with No Access .. !!!

I would like to make a small push for a very nice and simple e-sign functionality that was released in IFS Cloud 23R2. It's more or less zero install and zero setup, you can just start using it once you have bought at least one pack of e-sign transactions. Have a look at this video to see how it works:https://www.youtube.com/watch?v=Aed1j9VOPDUAt the time of writing (the latest release in 23R2 but this will apply to 24R1 as well) this feature is limited to Cloud deployment/residency (Remote/on-premise is not supported).Here's also a screenshot of the main user interface, which is the dialog where the user fills in the recipient information:If you are on IFS Cloud and in Cloud deployment, don't hesitate trying thi

The Aurena Agent can be downloaded from the Add-ons page in any IFS Cloud installation, like so:In case you don't have access to any IFS Cloud environment, here is a link that allow you to download the latest/current version:https://ifsdownloads.blob.core.windows.net/addon/AurenaAgent/SetupAurenaAgent.msiThe same version will work with Apps 10 Aurena. 

Hello, I have several users who are part of an approval Process attached to Business Opportunities. We have just switched to Cloud and previously they were able to do their approvals with no issues. They are also able to do the approvals in our TEST environment without Issue. However in Prod they make it to the point of the pop-up that asks “Do you want to Approve the Selected step?” they click “Ok” and then get a system permission error. I have looked and compared just about everything under permissions I can and have not turned up anything different. Does anyone have any Ideas or suggestions? 

 I am trying to setup an object connection transformation for the following. The behaviour I am expecting is :1.Attach a document to Object type2.Attached document should be inherited by all the Functional Objects connected to that Object type3.Attached document should be inherited by the Work Order/ Work Tasks created  which are connected to that Functional Object The items 1 & 2 were successful but the item 3 has failed.Should this be a straightforward connection or am I doing something wrong ? 

Hi,When attaching a zip file, the system sometimes creates two files: "ORIGINAL" and "VIEW" in the "FILE REFS" tab in the document revision:The parameterization looks like this:A duplicate entry is visible in the edm_file_tab table. Does anyone know why the system creates "ORIGINAL" in most, and sometimes ‘ORIGINAL’ and ‘VIEW’?Best regards

Hi together,I have a question regarding access not on a sole document, but on a document folder for defined users. So, is it possible to setup access for a user for the whole document folder instead of just setup the access for a sole document itself?Thx and regards, Markus

 Hi everyone,I want to send a PDF file attached in the "Attachments" section of the IFS 10 application to a user via email. Here are the steps I followed, but I was unsuccessful.  Why am I getting this error? What alternative approach can I take? I would appreciate your help. I retrieved the BLOB data of the relevant attachment using the query:SELECT k.file_data FROM edm_file_storage I wrote a function that returns this value. CREATE OR REPLACE FUNCTION Get_Oq_File_Data(     INQUIRY_NO_ IN VARCHAR2,      REVISION_NO_ IN VARCHAR2 )  RETURN BLOB IS     v_file_data BLOB;   BEGIN     SELECT t.file_data      INTO v_file_data     FROM Doc_Reference_Object_tab d     JOIN Edm_File_Tab e ON e.doc_class = d.doc_class                          AND e.doc_no = d.doc_no                          AND e.doc_sheet = d.doc_sheet

Hi,The RMB menu option “Copy Approval Template” is visible, but it is not in active to select in the Change Request window.Full Access has been granted, and the Approval Template records are also available.But still the option is not enabled. The user is in UPD 22. Expecting your thoughts on this. Thank you!

Dear experts,With IFS Cloud 22R2, when using the create document assistant, the view copy (PDF file) is not imported in addition to the original document.On the contrary, if I check-in a document from the document revision window, the both files (PDF & original) are imported.Is it normal that it is not working with the create document assistant ? I remember that in V8, it was working.Thanks for your help

I have created a document revision and add approval steps to create the approval routine within the department. I have disable the option ‘Update Allowed During Approval’. Because of that option any changes on the document couldn’t be performed during the approval. However, Access can be edited and changed during the approval process. Does anyone know the logic behind this behaviour or is it a bug in IFS?

For IFS Cloud installed 23R2 and 24R2, we have a customer who didn’t want to store some documents in Azure but in another location for confidentiality purpose. As the file storage is defined in the general help : IFS Cloud File Storage (File Storage, or FS for short) is a secured generic framework service which can be used to store and retrieve documents from different locations such as Azure Storage and local file shares. This service is especially useful when handling large files or large volumes of files. For more information about IFS Cloud File Storage, look it up in the technical documentation. Could you please confirm it is possible to define several locations including Locql File Shares ? Do we need then to follow : 

Hi,I need some help here. 😊I have tried various methods to set up the object connection transformation so that when we attach a document to the external supplier invoice, it should appear in the Man supp invoice. However, it is not working. What am I doing wrong? I would appreciate any advice.Thank you.BrLinda 

Hello,I, and I’m sure I’m not alone, have the requirement to have a document connected to a Misc Demand or Misc No Part Demand be carried over to the supply which would be a purchase requisition line.  IFS does not have a “standard” transformation for this.  Has anyone defined a custom field that would carry from the demand to the requisition so that a normal transformation could be done?  (Extend the target view??).  Or, have written the SQL that could be used as a transformation method?Thank youPatrick

We are looking to upgrade to Cloud from Apps 10 in the near future.Is it possible to search the content within documents in  Cloud (24R2 or greater)? 

Our users have recently had some issues with the “Update Revision” setting on doc object connections, and i wondered if any other IFS users have had similar issues... On Doc basic (page) > Doc Default Values (tab) we set the “Keep_Last_Doc_Rev” setting to “R” (i.e. latest released revision). For the doc class in question, we also applied this same setting via the Doc Class management (page) > Doc Default Values (tab).We expected these settings to ensure that all doc connections for this doc class would follow that setting (unless a user intentionally edits the “Update Revision” field). Under normal circumstances, releasing a new Rev causes the old rev to become obsolete, and also causes the object connections to be moved to the Latest Released Revision (as expected)However, after a few weeks of running our process we found that several doc connections were set to “Fixed” instead of “Latest Released Revision”, and didn't really understa

Hi,We have a custom filed in ApprovalRouting entity in IFS cloud. Is it possible to display it in the Approval routing section in the pages ?Page designer does not show the approval routing section for configurations.Many thanks for your inputs on this issue.Best regards,Uvini

Hi all, We’ll need to migrate a number of documents out of IFS, and we would like to verify the document size of these documents. Is there a way to see this in IFS? (working with IFS10)

Hello,maybe someone can provide more information how does Documents Copilot works? I read the document “ML-IFS.ai Copilot 24R2- Best practice guide - Internal version-160125-091502” and understood, that information of the document files of the documents uploaded into Data Lake are included into Copilot search of information. Firstly copilot searches information in IFS documentation, then in the files of the documents uploaded in Data Lake and then in user transactions.Information that I want to search really is in document file (PDF) that uploaded in Data Lake, but the query doesn’t find it. Document file “ML-IFS.ai Copilot 24R2- Best practice guide - Internal version-160125-091502” and my query was: What language supports copilot?This information in the document:Copilot answer:

Hi everyone, I would like to create a Word document, attached on my screen. The screen I want to replicate is the steps tab in the wrok task screen :And I want to create this kind of chart on Word :With this rules :For each Object ID in the line, create a new independant chart, with the name of the object in the first cell (1) For each steps for this object, create a new line, with the step description in the second column (2,3) In the first column of each line, retrieve the media linked to the step line (We could have more than one photo)Do you think it is possible to do that using docman macros ? 

Hello everyone,We have started implementing E-Sign on Cloud 23R2 and are experiencing problems loading .P12 certificates to be used in the digital signature process for Documents. The message “Error when importing certificate.” returns.I would like to know if there is any condition that must be met or if there is any interference from Azure in this process.If anyone knows of any tutorials other than the Cloud Documentation that they can share, I would be grateful.Sincerely,  

Hello everyone,I would like to know if media elements (such as images, videos, or other attachments) in IFS Applications have a revision system. Specifically, is there a way to track changes to these elements, similar to document revisions?Additionally, I’m looking for a method to automatically send modified media elements to an external server whenever they are updated. Does IFS provide any built-in functionality for this, or would this require a custom integration?Thanks in advance for your insights!

We had just setup IFS file storage in a test Instance running 24R2, the problem is it saved files in docman folder with a random filenameAnyone know how to setup IFS file storage so it save file in its own dedicated document class folder?Thank you very much, your help is much appreciated. 

Hello,I have several questions about approval models.I've created a template with two approval steps and assigned it to a document class.As a user, when I’m in a screen like Purchase Order and I add a document with this document class: What happens to the visibility of this document? Can only the owner and approvers see it? Does the approval model restrict access in any way? What impact does this approval model have on the document? Does it change its status, permissions, or other attributes? When I attach a document to an object (e.g., a Purchase Order), is it possible to trigger the approval workflow automatically? From what I see, it seems that the document remains in a preliminary stage, and I have to go to the revision screen to start the approval. Is this the expected behavior?