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Question

Report Rule PDF Insert from Document Management - filtering and sorting

  • October 27, 2025
  • 5 replies
  • 228 views

dsj
Ultimate Hero (Partner)
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  • Ultimate Hero (Partner)

Hi All,

In the Report Rule action type PDF Insert from Document Management, it is possible to use filtering by Document class

We setup the report rule action like this:

 

Idea is to print only the documents of document class ATT_INV with the invoice.

But it looks like the Document class filter is ignored and all documents connected to the LU and with the KeyRef are added.

And the documents are merged with no sorting order (some attached documents at the beginning and some at last) ignoring the InsertOption setting.

Report preview opens multiple pdfs even with the MergeWithReport setting is on

Are these bugs or has anyone used this functionality successfully?

 

Best Regards,

Damith

5 replies

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  • Hero (Customer)
  • October 29, 2025

hello ​@dsj 

 

I recently encountered a similar issue that might be related, although I’m not entirely sure.

I was having trouble adding the invoice in the attachment window. When I removed the COMPANY and INVOICE_ID labels, it worked for me.

So, the key reference changed from:
COMPANY=XXX^INVOICE_ID=YYY^
to
XXX^YYY^

That fixed the issue, though I’m not sure why.

When uploading the file manually, IFS logs still include the COMPANY and INVOICE_ID labels.

 

Hope this helps!


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  • Hero (Customer)
  • August 17, 2026

hello ​@dsj 

were you able to get the filter option working, please?

I’m also seeing multiple PDFs when previewing. Were you able to find out why this is happening, please?

 

thank you in advance


dsj
Ultimate Hero (Partner)
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  • Author
  • Ultimate Hero (Partner)
  • August 18, 2026

Hi ​@N.GEORGI

 

I couldn’t figure out a way to stop multiple PDFs. It opens attachments separately and one with attachments merged to the report :|


  • Do Gooder (Partner)
  • August 24, 2026

Hi ​@dsj,

Seems IFS has identified the issue and already have a solution for this.

Check - Include documents in report as annexures | IFS Community

Thanks,

Chintaka.


dsj
Ultimate Hero (Partner)
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  • Author
  • Ultimate Hero (Partner)
  • August 25, 2026

Hi ​@dsj,

Seems IFS has identified the issue and already have a solution for this.

Check - Include documents in report as annexures | IFS Community

Thanks,

Chintaka.

 

Thanks ​@JMCHINTAKA