Document Management (DocMan)

691 Topics

DanAndreDo Gooder (Customer)

asked in Document Management (DocMan)

Aurena document URL too long for Sharepoint

Is there a way to get shorter URLs to documents from Aurena?The MS intranet requires less than 250

8 months ago

GuillemDo Gooder (Customer)

asked in Document Management (DocMan)

Export License - How to get a Document Connected

Hi,In the Indicators section of the Export License there is “Document Connected” set to default No. After several License creation attempts, Export Controlled documents created, no matter what I tried I couldn’t get that indicator activated and document connected.How could we get document(s) connected to the Export License?Thanks.

8 months ago

Asela MunasingheSuperhero (Customer)

asked in Document Management (DocMan)

Object Connection Transformation - One to Many

We have defined the follwoing Object Connection Transformation to have a packing slip originally attached to the PO receipt, also shown on the PO line. We have the follwong scenarios also to be addressed. Can I do it through the Object Connection Transformations? If yes, how?

8 months ago

Nisansala LiyanageHero

asked in Document Management (DocMan)

Static URL to access the latest released revision of a document in IFS Applications

Hi,There is a requirement of adding a link in Sharepoint to open a document created in IFS applications. This document is a BR report which is saved as a new revision after running a report schedule. After each schedule, it will create a new revision. So the URL for the latest released revision will be changed each time.Sample URL for a document revisionWithin IFS applications, is there a way to get a static URL(which does not contain a revision no may be) to access the latest released revision always, so that the hyperlink in the Sharepoint will always open the latest released version?Or is there any other way to achieve this?Best Regards,Nisansala

8 months ago

AnnaSidekick (Customer)

asked in Document Management (DocMan)

Document Won't Open In Aurena (XML Style information)

We have a user that when they try to open this file in Aurena, it won’t open. This is the error they are receiving. They can open other documents but not this one and I can open this document so it’s not document format related. They can also open it in IEE, just not in Aurena. This is the only document they’ve come across that won’t open and always gives this error in Aurena. Any troubleshooting steps will help. When extracting the specific errors it’s throwing, there is an error that says “This XML file does not appear to have any style information associated with it. The document tree is shown below.” The more puzzling issue is that this is an Adobe file.

8 months ago

COBLODDo Gooder (Customer)

asked in Document Management (DocMan)

Document Management - Create New Document just hangs

Afternoon all,Creating new documents has suddenly stop working for us - I’m told it was working fine yesterday but today any attempt to create and attach a new document all system areas just hangs (below) If I hover over the Stop button I can see this:Very strange - our Test environment works fine still.Does anyone know which Middleware Service this might be, or Batch Queue in IFS itself, that I can give a kick to solve this ?Apps9 by the way.Regards,Liam

8 months ago

Alex IvkovicDo Gooder (Customer)

asked in Document Management (DocMan)

LOB Storage

Currently on APP 10 update 17. Working on our upgrade to IFS Cloud 23 R1Our database is 1.3 TB and the vast majority of that is LOB documents etc. It’s growing rapidly.I can do a datapump export in about 2.5 hours but importing is taking about 15. I knocked it down from 17 hours by tuning and splitting the LOB datafiles onto multiple drives. I’m going to continue work on hardware solutions but I don’t expect that to make any big difference.We are going to remain on premises. I’m considering moving the LOB storage to an FTP server as aside from the upgrade taking forever I have fears regarding time to do a database restore etc if that was necessary. Wanted to throw this out there and see if anyone had any experience or other ideas

8 months ago

shaglkDo Gooder (Employee)

asked in Document Management (DocMan)

Document Folder Navigator Enhancement

Note! Use the poll in this page instead:

8 months ago

david.harmerSidekick (Customer)

asked in Document Management (DocMan)

Enable Security Checkpoint

Hi I believe that in Apps9 you can create a Custom Event that forces the Security checkpoint to appear, thus adding an extra level of security. (i.e. forcing the user to input password). This is the same functionality that is standard in DocMan. Does anyone know how to enable this? i have seen it working in a Shop Order guideline (have screen images) but dont have (access) to the code anymore to see what triggers it. Any ideas? David.

8 months ago

jtobinSidekick (Customer)

asked in Document Management (DocMan)

Customer acknowledgement of Document Transmittal

Hello,We are using IFS Cloud 23R1. Does anyone know if it’s possible to send a document transmittal to a customer and have the customer acknowledge they’ve received it?Thank you,Joann

8 months ago

SILSCONNORDo Gooder (Customer)

asked in Document Management (DocMan)

Document Management Restriction Possibility

Is there a way to restrict the drop down so that the only document class that can be selected is the document class with xxxIT? This would be only for our 457IT site and not the other sites.

8 months ago

AmilaFSidekick (Partner)

asked in Document Management (DocMan)

IFS start EE client via Add on always in Edge

HI Team This is related to above post, with help @matt.watters I was able to solve first part of the issue,. But I can noticed even though my default browser is Google chrome, upon saving a document via add-in IFS always trying to start via Microsoft Edge, which promit the security message “Open this file?”I was really couldn’t find in forums how to disable this ( if someone knows it and can let know highly appreciated) , but my question is, do you know why IFS always use Edge browser instead using Default browser in your work station? @Mathias DahlIs Docman add on have hard coded feature to use Edge browser? kind regardsAmila

8 months ago

12gDilshWDo Gooder (Partner)

asked in Document Management (DocMan)

Schedule Quick report to check in to document management

We have a quick report that needs to be scheduled so it will be checked in to document management. We tried the document number field during scheduling of the quick report, but despite IFS documentation says that a new document revision will be created for the given document number, it doesn't seem to work as intended. Additionally, we tried using report rules for the scheduled quick report by archiving the quick report. The quick report gets archived with the “QUICK_REPORT_TEMPLATE_REP” report layout. We created a report rule for that layout and the report rule executes successfully when using the "Send Email" action. However, when trying to use "Check in to Document Management" action in report rules, it also didn't work as expected. Report rule for Quick ReportOn the other hand, the "Check in to Document Management" action has worked for other report layouts with the same parameters.Is there a specific way we should schedule the quick report to ensure it gets properly checked

8 months ago

cbakerchmmDo Gooder (Customer)

asked in Document Management (DocMan)

Document header with no file reference

I am a user, My intern was to enter product data PDFs linked to Sales Parts. I don’t know the setting but one was wrong so Document Headers were created and attached to Sales Part but there is no PDF associated with the record. The title of the file is recorded in the each header record. IT says there is no way to complete the attachment automatically. 1600 records. Any suggestions.

8 months ago

TecSaravRDo Gooder (Partner)

asked in Document Management (DocMan)

how to connect the document requirement id to a Project, and Activity

Hello,I have created a document requirement ID in Document basic screen and added few document classes under it. Now i don’t know how to connect the document requirement id to a Project, and Activity. Can anyone please assistDoc Requirement ID createdIn project » Activity» don't know how to connect Doc Req ID to an activity

9 months ago

chajashHero (Customer)

asked in Document Management (DocMan)

Change Doc_Class starting Doc_No

I would like to change a specific document class to have a starting numbering of AAXXXX101I know it is possible but just cannot seem to find the exact place where to set this up. Can someone help direct me to the correct place to do this?

9 months ago

marcin.mrozikDo Gooder (Employee)

asked in Document Management (DocMan)

Document Management - Button "New" in Document Class LOV

Hi, during workshops in Business Opportunity handling with Customer, I’ve noticed that in window with Document Class selection for attachment, button “New” is available. (Customer environment is IFS Cloud 23.1.1)This button seems not to do anything - when you press it, it just hangs (icons shows rotation, there is no activity in log4javascript). Can someone from RnD maybe have a look at it? This button is available by mistake, some incomplete functionality, page configuration or something else ? Anybody else had the same issue and found maybe a solution for it ? Steps to reproduce:Go to Business Opportunity (or create a new one) and press “New document” button In Document Class, in LOV press “Find” option Notice the “New” button - press it Notice, that after pressing - the graphic changes to rotation, it stays in this status, there is no reaction from browser or system, nothing is sent. Thanks!Marcin

9 months ago

AmilaFSidekick (Partner)

asked in Document Management (DocMan)

Office Add In in IFS 10

Hello Everyone Please see below test case Successful installation of Document Management Office Add-In 64 bit version 2.. Suppose you already logged into IFS EE client from your desired user 3. Then you go to, for example outlook, select an email with attachment and select the option to save the mail with attachment Even though you already logged into IFS EE, it launch the Application again and prompt the login dialog box , a) Is this the default behavior of the feature? or can we change it to use the already open IFS EE and prompt the docman dialog to attached the document b) even though google chrome is my default browser , it launch the application ( when you use office add in) via Microsoft edge , is this also as expected. Thanks in advance KrAmila

9 months ago

NicKhosDo Gooder (Partner)

asked in Document Management (DocMan)

Change the document revision from alphanumeric to aphabetic

Hi,I would like to change the document revision from A1 to simply A without any numeric character.Is it possibly to modify in Page Designer or in IFS Dev ?Regards

9 months ago

HAYLEY.WILLIAMSSidekick (Customer)

asked in Document Management (DocMan)

Error: Only users with Administrator Rights have access to this Operation

A user has added a document to a Work Order, that we need to have removed. The user added it through the Mobile Work Order system. Error when trying to remove it from Document Revision > Objects is: Only Users with Admin Rights have access to this operation.Doc Class = FS TECH SCANDoc Basic details on this Doc ClassDefault Object Access Levels was only set to View Access. I changed it to both Admin & Edit access, this did not allow me (an Admin) to delete the document FS TECH SCAN’s only Access Group assigned does not include my group. When I tried to add another group, I get the same error.Can someone point me in the direction of steps needed to be updated so an admin can delete this document by a user.ThanksHayley

9 months ago

DrausenhausSidekick (Partner)

asked in Document Management (DocMan)

Media Archive no longer in IFS Cloud from 22R2?

Archive media items is available in 21R2, but no longer in 22R2?@Mathias Dahl would you know about this?( I know Media items are not part of DocMan, but I couldn't find any “Enterprise” topic ...)

9 months ago

Neda From SchuFDo Gooder (Customer)

asked in Document Management (DocMan)

how to create a shop order for rework on supplier's defect parts but without calculating the material cost

I would like to know, how I can create a new shop order to rework on defect delivered parts.but I only need to report the supplier about the time I spent on rework, and not the material cost.but when I print the NCR, I show the cost like= material cost + extra time cost! whereas I did not have any material costs.how can I separate the costs in IFS and in the report?thank you for the help

9 months ago

HashmitSidekick (Partner)

asked in Document Management (DocMan)

Forbidden to view the attachment on the PO

Hi Everyone, :-) getting the following error while viewing the document “Forbidden ”. this error occurs only in some of the PO not in all the POs.permission sets are good doc class is good person group is goodany suggestions what on I could be missing here? dost have anything to do with a file type? thanks in advance :-)

9 months ago

dkjensenDo Gooder (Customer)

asked in Document Management (DocMan)

moving document revisions out of DB to shared folder

When we originally installed IFS, all document classes were left to the default database. Since then we have set up a group of shared network folder for the classes. I am trying to move the original documents off the database to the shared folders. The Change Document Repository does not seem to function for this as it only shows 2 repositories in Usable status, but not the default DB repository. I have read through the steps in the Online documentation, but the default repository is not in the drop down list. Is there a way to move those documents?

9 months ago

CaroleSidekick (Customer)

asked in Document Management (DocMan)

Import view copy with the create document assistant

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

9 months ago

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Document Management (DocMan)

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