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Document Management (DocMan)

This will include questions related to document management.

  • 963 Topics
  • 4,217 Replies
963 Topics
Asela Munasinghe
Superhero (Customer)
Asela MunasingheSuperhero (Customer)
asked in Document Management (DocMan)
Invalid File Type - XLS or XLSX

 hi AllWe are getting this strange error when trying to upload files with the extension XLS or XLSX  File formats are already setup What could be the reason here? 

181
D
Do Gooder (Partner)
P
Do Gooder (Customer)
PetaKuDo Gooder (Customer)
asked in Document Management (DocMan)
Wadacco proces for shop order material

Hello everyone,  I have a question. It is the first time I am trying to set up a wadacco process - generally, I would like to set up a process in a way that it coppies the process in IFS Cloud:  Inventory part in stock reservations  Type - shop order material  Mark the given shop order  Pack the items on a handling unit  Move the handling unit with Transport task into the shopfloor warehouse Start the transport task I have tried to use the default processes like:  Manual Issue Shop Order Part  Attach Part to Handling Unit Process HU on Transport Task But they do not follow .. and the material is issued already after the first step without the packaging or the transport task themselves - so I guess I am missing something. Lot / Batch numbers would be optional, not mandatory. Handling units to be picked out of the list of handling units (not default). Transport task would be started and also finished in the same step once loaded on the highlift.  Does anyone has this set up already and i

272
A
Hero (Partner)
D
Sidekick (Partner)
Daniel
asked in Document Management (DocMan)
Share mapping - DOCMAN

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

162
D
Sidekick (Partner)
A
Do Gooder (Partner)
AsahiNickDo Gooder (Partner)
asked in Document Management (DocMan)
Can you define a Bookmarks Group as being a Users Start Page

We have a client where one Department (and it’s users) are responsible for managing several IFS “modules”, ideally when these users log into the system each day they need to have a screen that displays all of the system elements for the 3 modules they are responsible for. We’ve created 3 different lobbies for them, one for each module, but can only define 1 of them as being the start page.We can bookmark each of the 3 lobbies and then include them in a departmental bookmark group, but we can find no way of setting this bookmark group as being the Start Page.Is there any way of doing this without modifying the system?

121
R
Hero (Customer)
J
Sidekick (Customer)
jdohertySidekick (Customer)
asked in Document Management (DocMan)
Configure attachment to only display in one tab

In Apps10, is it possible to configure an attachment (based up on the text that is in it’s title) to only be visible in one tab but not any others?I want to add an attachment to the Work Orders tab in Project Navigator but I don’t want this attachment visible in any other tab. It is a pdf but it has to only be visible in Work Orders if the name has “Checklist” in it.Is this possible?Thank you. 

242
J
Sidekick (Customer)
R
Do Gooder (Customer)
Rob VaesDo Gooder (Customer)
asked in Document Management (DocMan)
EdmFileSet returns with message "The fomat 'application/octet-stream' is not supported"

I have followed the tutorial described in “Upload document via CreateAndImportDocument.svc/EdmFileSet” but run into a problem using this in IFS10 together with Postman. I am able to create the documentURL but when I want to upload the file content the system responds with "The fomat 'application/octet-stream' is not supported" when the file is a PDF file and I have set the filename to the base64 equivalent. Does anyone knows why this happening? 

50
R
Do Gooder (Customer)
C
Sidekick (Customer)
CaroleSidekick (Customer)
asked in Document Management (DocMan)
Document connection on custom LU - error on object details

Dear community, Is somenone already facing the error message “could not navigate to object details. No home page is defined for LU” when trying to navigate to the object detail from the document revision window.I specify that the LU is a custom LU and we are on IFS Cloud 23.2.9However, and conversely, from the object, there is no issue to navigate to the document revision.Thanks in advance for your help

50
C
Sidekick (Customer)
mkellythegreat
Do Gooder (Customer)
mkellythegreatDo Gooder (Customer)
asked in Document Management (DocMan)
Query Attachments (Document Revision) in SSRS

Hello, I am attempting to create a SSRS report that will query attachments (document revisions) connected to a Lot/Batch, and then add those attachments to the report. For example, search for a specific Lot/Batch number, find the attachment connected to it, and then attach that PDF to the results of the report. Is there an existing API that would support this process?

40
mkellythegreat
Do Gooder (Customer)
MIMLFULK
Hero (Customer)
MIMLFULKHero (Customer)
asked in Document Management (DocMan)
Document Class Restrictions

We are trying to restrict a certain document class that only users in a specific person group can upload using it. Others are set up to have view access to the document class but we only want 1 person group to be able to upload a document to this specific document class.

343
MIMLFULK
Hero (Customer)
M
Do Gooder (Partner)
Momoka SakotaDo Gooder (Partner)
asked in Document Management (DocMan)
How to run FsMigTool.cmd.

When you run FsMigTool.cmd, the follow error log is output. I understand that I need to set the information in the red box in the error log (Docman options, APP9 DB connection information, IFS Cloud connection information).I would like to know how to set it up. IFS Cloud Version: 23.1.16

542
M
Do Gooder (Partner)
M
Hero (Employee)
Magnus JohanssonHero (Employee)
asked in Document Management (DocMan)
How to Avoid (Limit the Risk of) Selecting an Incorrect Document Class

Hi,There are several questions in the Community related to solving a situation when a User has connected a Document to an incorrect Document Class.I would however want to ask if there are any good suggestions on how to avoid having a User selecting an incorrect (unwanted) Document Class, to begin with?An important aspect here is that selecting an incorrect Document Class can result in unwanted Users or Countries getting access to the Document. This is for instance the case and very sensitive for Companies needing to be compliant with Export Control.Is there any good way of filtering Document Classes - for instance on Country/Company - to avoid the selection of an incorrect Document Class, resulting in the Document being stored in an unwanted Country (server)? Perhaps it is somehow possible to only show Document Classes for “local” storage as a default? Thereafter requiring the User to make an active selection to view other available Document Classes?Thank you very much.

322
M
Hero (Partner)
GISANCAR
Sidekick (Customer)
GISANCARSidekick (Customer)
asked in Document Management (DocMan)
Override default value in Document Class Management

It is not possible to override the default value for SYSCFG_SOX_LOG_EXPIRE_DAYS (Edm File Op Announce) - how long a log entry will remain before it is deleted.Is there a way to override this default value? Is there a parameter somewhere that will enable this override?We have a requirement to store information for a very long time for a specific document type.We can of course change the standard value to 9999, but that would affect all documents and the table would fill up quite quickly.

202
GISANCAR
Sidekick (Customer)
G
Sidekick (Partner)
GaSoGBSidekick (Partner)
asked in Document Management (DocMan)
IFS Cloud 24R2 - DOCMAN - Restrict Document Classes to Users

Hi Docman experts,Scenario.When attaching a document to a ‘Supplier Request’ using Attachments and then options ‘Attach Existing’ or ‘New Document’ , I would like to show only 3 Document Classes to End Users so that they can only select from those 3 Document Classes.How can I achieve this using existing Docman functionality?As you can see in the screenshot, End-user can see multiple document classes.I tried ‘Document Defaults per Object’ by defining the LU name but it only defaults the Document Class when creating a new document and it does not filter/restrict document classes.  

682
G
Sidekick (Partner)
Chamath Kuruppuarachchi
Hero (Partner)
Chamath KuruppuarachchiHero (Partner)
asked in Document Management (DocMan)
Unable to open the Link file downloaded through Docman revision

Hi Docman experts,I am facing an issue where I am unable to open a short cut that I attached to the docman revision. This file is located in a share location and I have the access for the location. Here is the set up,EDM basic data I have created a lnk file for a shared location original file.I was able to successfully attach the document to document revision. But When I view the file its getting downloaded even to the same machine, but it appears as below but I cannot select the lnk file now and open that main file.​​​​​After downloaded, file type is appearing as .downloaded.Is there any additional set up that I want to do to view these lnk files?? ThanksChamath

342
Mathias Dahl
Superhero (Employee)
Dumeesha Wanigarathna
Superhero (Partner)
Dumeesha WanigarathnaSuperhero (Partner)
asked in Document Management (DocMan)
Transfer Documents from DB to Cloud File Storage for IFS Managed cloud customer

Hi ,I am studying how to move documents from Edm_File_Storage_Tab to cloud file storage in a managed cloud customer. IFS has provided a KBA article and I have referred Technical documentation as well as functional documentation. However they are not much informative about  how it should be done for managed cloud customer who has already upgraded and live.The KBA article from IFS Customer Service - Managing High Disk Usage by EDM_FILE_ STORAGE_TABIFS Tech documentation Cloud File Storage - Technical Documentation For IFS CloudDocumentation about Cloud Migration Tool - Cloud File Storage Migration Tool - Technical Documentation For IFS Cloud Can any one give me exact steps. My questions after reading above materials.1.0 Will the below step create a cloud file storage in managed cloud ?2.0 Can we use Cloud File Storage Migration Tool after go live. Or is it a tool which only can be used during the upgrade phase. Should we use this tool or any other way as below3.0 Can we use  Cloud File S

732
O
Hero (Partner)
L
Sidekick (Customer)
lionSidekick (Customer)
asked in Document Management (DocMan)
how/where to view all approvals history in Cloud?

how/where to view all approvals history in Cloud? In IFS10, we can find it from attached screen 

696
matt.watters
Superhero (Partner)
C
Do Gooder (Partner)
CovRameeHDo Gooder (Partner)
asked in Document Management (DocMan)
Error when uploading the file using Aurena Agent. Error message: Forbidden

We are testing some document macros in Cloud 24R2 UPD2 and we are getting the below error when trying to check-in documents in Document Revisions while IFS Aurena Agent Chrome extension is active. Note that there are no errors when checking-out documents.  The same error occurs for all document classes while the Chrome extension is active and no errors when the Chrome extension is disabled.Has anyone experienced a similar error and found a solution?  

271
C
Do Gooder (Partner)
R
Do Gooder (Partner)
RaviprasadpremDo Gooder (Partner)
asked in Document Management (DocMan)
Documents attached in Work Task Doesn't show in B2B

In IFS Cloud 24R1, when we create a Work Order/Work Task for B2B and attach the document in Work Task and assign to contractor, in B2B Login Document count is shown but not the attached Document details. any settings is missed ?Note: once we attach the document from B2B we can see the document in IFS Cloud Work Task.  

323
R
Do Gooder (Partner)
P
Do Gooder (Customer)
PetaKuDo Gooder (Customer)
asked in Document Management (DocMan)
Replicate documents from DOP to SO

Good morning,our design department is currently ending its process within creating DOP structure and release of DOP orders.Within DOP header, they usually attach the documents like drawings, specifications, data sheets necessary for production or purchasing to process. Can somebody advise on how to set up the object connection in a way that all documents from DOP header are transferred for all shop orders / purchase requisitions? Or is there a way to define which ones are just to the shop orders and which ones to the purchase requisitions? I am not having any luck in this regard. Thank you,Best RegardsPetaKu

394
MikeCH
Hero (Employee)
A
Do Gooder (Partner)
AsahiNickDo Gooder (Partner)
asked in Document Management (DocMan)
Confirmation prompt for a Document Approver

We’re working with a client who is currently using Apps 8. Within their document management solution today whenever anyone approves a document the system creates a “Pop Up” message asking them to confirm that they really do want to approve this document. The client wants similar functionality in IFS Cloud which they insist is standard in Apps 8 I can find no way of setting this up within the system and have proposed that setting up the “Security Checkpoint Required” at the Approval Step level will provide a similar degree of confirmation of intent, but is there any way of providing this confirmation “Pop Up” prompt out of the box in Cloud

171
D
Hero (Employee)
S
Do Gooder (Employee)
Supun AmarasingheDo Gooder (Employee)
asked in Document Management (DocMan)
DOCMAN_DB_TO_FS application message Failed

HiCustomer is using File Storage in IFS Cloud. There are currently two application messages on failed status with error message:" ExecutionException from Sender thread Caused by: ifs.fnd.connect.senders.ConnectSender$TemporaryFailureException: Exception while sending data Caused by: ifs.fnd.connect.http.InternalServerErrorException: InternalServerErrorException: 500#{"error":{"code":"ODATA_PROVIDER_ERROR","message":"An internal server error occurred. Contact administrator.","details":[{"code":"PROJECTION_IMPL_EXCEPTION","message":"Error when moving document from DB to File Storage. [File Name: invoice_image : Failed to Lock the File. File 'invoice_image' was not moved since it is in state '']"}]}} "What could be the reason for this certain error? product version- 23.2.17 Thank you

190
S
Do Gooder (Employee)
T
Do Gooder (Employee)
TharuDo Gooder (Employee)
asked in Document Management (DocMan)
Is there any requirement to run a Shrink Lob Segments job after the Transfer Media has completed to reclaim space for the transferred files?

Hi All, I'm currently working on an investigation related to the media files migration via the Azure FSS. I have the below doubts that are quite tedious to solve. Much appreciated if your expertise could be shared on this.    When the Transfer Media process is run, the MEDIA_OBJECT column in the MEDIA_ITEM_TAB is set to NULL as expected however the UPLOAD_PICTURE_DATA column in the JT_TASK_SURVEY_ANSWER_TAB remains as NOT NULL. Should the UPLOAD_PICTURE_DATA column also become NULL after the transfer otherwise the table will continue to grow? As can be seen below it is already consuming ~1.5TB. If the UPLOAD_PICTURE_DATA column data is removed will this have any impact on the future interface which will extract the media files from the FSS storage and move to a 3rd party solution (Amazon S3)? Can IFS provide benchmarking information on the likely duration to transfer this volume of media files from database to FSS? There could be new media files added from the MWO survey answers whilst

260
T
Do Gooder (Employee)
R
Do Gooder (Customer)
ROXTOBANEDo Gooder (Customer)
asked in Document Management (DocMan)
a.i - Docman

We have a need to search the content of documents for certain document classes. Is there any plan in Docman to build AI service to ask questions against docman documents.

322
R
Do Gooder (Customer)
MikeCH
Hero (Employee)
MikeCHHero (Employee)
asked in Document Management (DocMan)
Attachment link to document detail page instead of document revision page

Hi all,Users should not have access to the document revision page, but only to the document detail page here: However, the problem is that the link here in the document attachments always refers to the document revision page. Is it possible to set/change this somewhere so that this link button goes to the document details page? Thanks, Mike

250
MikeCH
Hero (Employee)
T
Do Gooder (Employee)
TharuDo Gooder (Employee)
asked in Document Management (DocMan)
Error when trying to open a Word Document attached to Document Revision Page - IFS Cloud

Hi All, I’m currently working on an investigation regarding a corrupted file. The customer in question is from the Oil and Gas sector, and the Replication module is enabled in their system. This particular document has been uploaded across several off-shore environments as well.In those off-shore environments, the document can be downloaded and viewed without any issues. However, when the same document is downloaded from the PROD environment and opened using Microsoft Word, the following error is encountered:- I attempted to use Microsoft Word’s "Open and Repair" recovery option, but the document still throws an irrecoverable error.After retrieving and analyzing the Base64-encoded version of the file, the investigation has been narrowed down to three possible causes: The Base64 encoding might be incorrect. The Base64 string could be incomplete or modified, leading to invalid content. The file type may be incorrect — the content may not actually be a valid .docx file. However, upon

300
T
Do Gooder (Employee)

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