Document Management (DocMan)

This will include questions related to document management.

  • 707 Topics
  • 3,178 Replies

707 Topics

H
Sidekick (Customer)
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

3
EqeRobertK
Superhero (Partner)
10 months ago
C
Sidekick (Customer)
CaroleSidekick (Customer)
asked in Document Management (DocMan)

Report Rule - Check In To DocMan - Revision Management

I would like to know in 23R1, if it is possible to manage document revisions in the report rules when using the action “check in to document management”.Let me explain with the below example :The customer order confirmation has been printed 6 times. Consequently, each print generated a document which is attached to the customer order.We would like to have only one document even the print has been done many times. So each time a print is done, a new revision of the current document is created. By doing so, there will always be only one document attached to the customer order and this will be the latest released one which is available. Thanks for your help

3
Mathias Dahl
Superhero (Employee)
8 months ago
D
Do Gooder (Customer)
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  

3
D
Do Gooder (Customer)
8 months ago
N
Do Gooder (Customer)
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 

0
N
Do Gooder (Customer)
10 months ago
U
Sidekick (Partner)
UdaneeSidekick (Partner)
asked in Document Management (DocMan)

Select file not working

Dear all, May I  ask the reason why the ‘’select file’’ option doesn't work for one of my customers who has enabled the IFS Aurena extension? The button select file, when clicked appears to do nothing. Since drag and drop is also not available, they are not in a position to attach documents via the select file option as well. Best regards,Udanee

4
B
Hero (Customer)
6 months ago
D
Do Gooder (Customer)
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?

1
Amila Samarasinghe
Superhero (Partner)
10 months ago
M
Hero (Partner)
MitDenukN
asked in Document Management (DocMan)

Media Attachments in 23R1

 Hi All,We are trying to attach Media attachments to the Functional Object page.Object connection is already set up for EquipmentFunctional LU.and I tried with the view  EQUIPMENT_FUNCTIONAL_UIV as well.When trying to upload media items:“Editable flag of Object Connection Transformation is None. New connections are not allowed.” When trying to click on manage media:“LU is not media aware.”The user already has the permission set ‘MEDIA_LIBRARY’.I would really appreciate it if anyone can give any suggestions on this, please.Thank you in Advance.

14
StephanS
Sidekick (Partner)
5 months ago
R
Sidekick (Partner)
Ryo AsadaSidekick (Partner)
asked in Document Management (DocMan)

document number setting

Is it possible to register data with the same document number but different document class in the document title in IFSAPP10 ?When I tried to register the following data, I got an error message that the document number was duplicated.Document Class　Document NoCLASS1　　　DOC1CLASS2　　　DOC1

1
Mathias Dahl
Superhero (Employee)
10 months ago
D
Do Gooder (Customer)
DavidWiafeDo Gooder (Customer)
asked in Document Management (DocMan)

Boomi File Upload HTTP vs Aurena connector

IFS Environment: Apps 10 UPD14.I created a Boomi process that uploads a file into the document attachment section in IFS.This was done using the Boomi HTTP Client connector using method PATCH.  I was wondering if this could also be done using the Boomi IFS Aurean connector?Projection: CreateAndImportDocument Object: EdmFileSet

4
DumeeW
Sidekick (Partner)
6 months ago
A
Do Gooder (Customer)
Andre MartinDo Gooder (Customer)
asked in Document Management (DocMan)

automatic Release Document Revision in Background Job after Check-In the EDM-File

Hi,we would like to release documents of a certain document class automatically after the document is created so that it is passed in the arichvsystem. For this purpose I have created an event which executes a SQL script when a new record is created in the EDM_FILE_STORAGE_TAB table. This works for many documents, but for some the error "Document with status Operation In Progress cannot be approved:                    ORA-20105: DocIssue.APPROVECHECKEDOUT1" output.I then already put a break in the script and also attached the event to table EDM_FILE_TAB. All unfortunately without success.What am I doing wrong?Regards André

2
Mathias Dahl
Superhero (Employee)
10 months ago
O
Sidekick (Customer)
odhcomIfsSidekick (Customer)
asked in Document Management (DocMan)

IFS Aurena Extension missing in webstore

https://chrome.google.com/webstore/detail/ifs-aurena-extension/lnpjlfpkfacbbmmbfjkclpfliinekkhc returns error 404. Is there a new place to download this? 

2
Mayura Wasantha
Hero (Employee)
10 months ago
J
Sidekick (Employee)
jamiSidekick (Employee)
asked in Document Management (DocMan)

Viewing documents in preliminary status in B2B

Does anyone have experience modifying the B2B portal so that the documents in the preliminary state are also displayed there?

6
Chriswharton22
Sidekick (Partner)
6 months ago
R
Sidekick (Partner)
Ryo AsadaSidekick (Partner)
asked in Document Management (DocMan)

Default value of Default Document Class

The "Default Document Class" field on the "File Import" screen is blank when the screen is opened, but is it possible to set a default value?We know it is possible by setting "DOC_CLASS" in the "Document Default" setting, but this will set the same value for all users.We want to set the value for each user.

8
Mathias Dahl
Superhero (Employee)
10 months ago
R
Sidekick (Partner)
Ryo AsadaSidekick (Partner)
asked in Document Management (DocMan)

Registration of a record with LU name "*" and service list "FndNoteBook^" in the Object Connection

I want to register a record with LU name "*" and service list "FndNoteBook^" in the Object Connection screen.However, when I try to register it on the screen, the error message ""*" is a logical unit that does not exist. is displayed.Is this record with LU name "*" automatically registered by some trigger?If so, what is the trigger?(in version IFS10) <Reference Information>Object Connections: Object ConnectionsLU NameService List*" is a non-existing logical unit. The "*" is a non-existing logical unit.

5
Mathias Dahl
Superhero (Employee)
10 months ago
C
Do Gooder (Partner)
ChandBashaDo Gooder (Partner)
asked in Document Management (DocMan)

Printing User ID & Time Stamp through Doc Macros on MS Word View Operation

Hi All,I have a requirement of Printing the IFS Logged in User ID & the Timestamp into the Word Document  while user trying to click on ‘View’ Operation at any of Word Document in IFS. This is to Track who and all have tried viewing the Document along with Time. I understand, it could be done using VB Script at Document Macro.  But, I am unable to print the value into Word Document during View Operation. My Need is:Need of VB Script for Printing Values into Word Document during View operation IFS Line of Code to retrieve values of User name and Time stamp during run timeExample:User Viewed: xxxxxxxTime: dd-mm-yyyy  hh:mm:ss Thanks for your Support

1
Mathias Dahl
Superhero (Employee)
10 months ago
paul harland
Superhero (Employee)
paul harland
asked in Document Management (DocMan)

CreateAndImportDocument.svc with FTP

Hopefully an easy question to save me (and others) having to test this: Does CreateAndImportDocument.svc work with FTP repository or only database?

3
Mathias Dahl
Superhero (Employee)
10 months ago
ZTC ZTC JGOTA
Hero (Customer)
ZTC ZTC JGOTAHero (Customer)
asked in Document Management (DocMan)

View Documents from Document Package

 Greetings, IFS Community Hope all is well with you.What is the process for enabling the ability to view documents in "Document Package"?Document revisions contain a copy of the documents For example: 1-This is the Document Package. From this page, I would like the user to be able to see it In the Document Revisions section, there is an actual copy of the document. In order to enable the Object Connection Transformation, I follow these steps:Are there any suggestions? Thanks,JL

5
ZTC ZTC JGOTA
Hero (Customer)
10 months ago
M
Sidekick (Customer)
mmossSidekick (Customer)
asked in Document Management (DocMan)

Service List Object Connections

Hi, where can I find the full Service List options for object connections?

3
Mathias Dahl
Superhero (Employee)
11 months ago
R
Sidekick (Partner)
Ryo AsadaSidekick (Partner)
asked in Document Management (DocMan)

disallow the addition of an approval step

Is it possible to disallow the addition of an approval step when the status of the document revision is "in the approval process" ?  (in Version IFS10)

8
R
Sidekick (Partner)
11 months ago
H
Sidekick (Partner)
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 :-)

2
H
Sidekick (Partner)
10 months ago
paul harland
Superhero (Employee)
paul harland
posted in Document Management (DocMan)

Upload Media Library to IFS Cloud using Postman

I’ve written up a document showing how to upload Media Library images to IFS Cloud using Rest calls (Postman) 

6
Mathias Dahl
Superhero (Employee)
8 months ago
U
Do Gooder (Employee)
Ushani WeeraratneDo Gooder (Employee)
asked in Document Management (DocMan)

Issue in shared document repository

Repository is defined as shared and the status is set as generating. Now, when I try to manually check-in a document using document revision, I would get the following error. Yet, if I set the status as usable, files get checked-in to document revision without any error.  Shouldn’t the status generating correct value rather than usable? Are there any configuration to make? Further, when even files get check-in, they are not available on the file location. Yet I could view the document without any issue. Could someone elaborate this behavior as well?  Thank you! 

4
Mathias Dahl
Superhero (Employee)
11 months ago
S
Do Gooder (Customer)
SILSCONNORDo Gooder (Customer)
asked in Document Management (DocMan)

In 22R1: Error when trying to Send via Email from Document Revision and with "Edit Document" function of document revision.

Users receive an error when trying to Send via Email from Document Revision. Error: Got an error when trying to send the e-mail using Outlook. Error number: -2147392967 Array index out of bounds.Microsoft Outlook. Generally, when the user tries again, it works. Won"t spin up an email to email the attachment, and Kim can"t use the Edit Document function to pull up the documents to edit either.Review with IFS team included:* Ambers computer: Aurena Agent: 1.5.3 Version 0.6 and was last installed on 5/16/23* Error Message seen still (Error Message: “Got an error when trying to send the e-mail using Outlook. Error Number: -2147352567 Array index out of bounds.Microsoft.Outlook”)* File>>Manage COM Add-ins>>IFS Document Management Addin>>Always enable this addin & always monitor>>Apply and then restart Outlook.* Document Management>>Document Revision>>AP456>>Share/Distribute>>Send Document File by Email. Same error seen. Document is Excel D

17
Mathias Dahl
Superhero (Employee)
8 months ago
R
Sidekick (Partner)
Ryo AsadaSidekick (Partner)
asked in Document Management (DocMan)

Print Document without downloading

From the right-click menu on the document revision screen, execute "File Operations" - "Print Document" to download the target file in the following directory　The directory set in the local checkout path + \tempIs there a way to print this file without downloading it?Or is there a way to delete the file immediately after printing?(The downloaded file is not needed since it is running for the purpose of printing. It would be difficult to manually delete the file each time it is printed.)

4
R
Sidekick (Partner)
11 months ago
Y
Do Gooder (Partner)
YINKAREDo Gooder (Partner)
asked in Document Management (DocMan)

Getting Error “Invalid file name” when trying to save document using “Copy File To…”

Getting Error “Invalid file name” when trying to save document using “Copy File To…”It is working when using another option “Original File Name” to download the file.Normally this happens when  file name includes invalid characters, but in this it is not the case. Even changing file name to a simple one does no resolve the issue.Any advice on how to resolve this?     

5
Mathias Dahl
Superhero (Employee)
11 months ago

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