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IFS Aurena B2B, Apps 10: Documents connected to a Functional Object are not visible in B2B-Portal

  • February 2, 2023
  • 3 replies
  • 214 views

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  • Sidekick (Employee)
  • 20 replies

Please follow this pocess:

Process 1

IEE: set up a B2B-user and connect it to customer

IEE: Connect a functional object to a customer (= default customer of the B2B-user)

IEE: Connect document to the functional object (document class is enabled for B2B)

B2B: log on with B2B user from above

B2B: select the functional object where the document is connected in IEE and verify if the connected document exists => document which was connected in IEE does not exist

Why is the connected document on the functional object not visible in IFS Aurena B2B?

Other way around: Process 2

B2B: connect a document to a functional object

IEE: select in frame functional object the object from above where the document was connected to in B2B

IEE: verify if the document which was connected in B2B exists = it is available in the attachments => this is the expected result

Why is process the document not visible?

Thx for your support in advance

Harald

Best answer by EqeRobertK

Hi @HAHEDE ,

First thing which comes in my mind is the status of the document. 

The document revision should be released. In status Preliminary, the documents are not shown in B2B. Not sure is this is changed in IFS Cloud.

Hope this helps you out,

Robert

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3 replies

EqeRobertK
Superhero (Partner)
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  • Superhero (Partner)
  • 231 replies
  • Answer
  • February 3, 2023

Hi @HAHEDE ,

First thing which comes in my mind is the status of the document. 

The document revision should be released. In status Preliminary, the documents are not shown in B2B. Not sure is this is changed in IFS Cloud.

Hope this helps you out,

Robert


Mathias Dahl
Superhero (Employee)
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  • Superhero (Employee)
  • 2891 replies
  • February 5, 2023

Robert is correct, and one other thing is needed as well. Have a look here:

https://community.ifs.com/document-management-docman-248/b2b-attachment-iee-10-b2b-18701#post69378

 


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  • Author
  • Sidekick (Employee)
  • 20 replies
  • February 6, 2023

Thx, Robert, thx Mathias answers. They arevery helpfull

/Harald


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