Good afternoon, I’m trying to set up macros for a customer environment and I’m unable to make it work for a customer environment in cloud. I’ll list out the bullet points of steps followed to see if anyone could help out: Downloaded and installed IFS Aurena Extension (for correct environment) Created new Doc Class Created Document Macro Blocks Created Document Macros: Entered the Object Attributes for Macros: Copied Macros into Doc Class Management page (checkin, checkout, createnew) Created Checkin, Checkout and Createnew in Doc Class Process Action with macro option: RunIfOnlyOne (tried SelectAndRun too) - and Name Files Using: Force Document Title and Name. Made sure that on Object Connections, the Logical Unit contains the “DocReferenceObject” Then when creating a document from the LU chosen, and opening the Word Doc (doing it for Word07 - Docx), and clicking on: Insert > Quick Part > Document Information > DocProperty After following those steps, I a
Hello,Does anyone know if we can import data into IFS? So, say for example, we export a list of contacts and make some changes into an excel spreadsheet, can we import it back into IFS so it updates the fields?Kind regards.
Hello, This happens with 2 different customers in different versions (23.1.10 and 23.2.3). The CRM Panel has been installed correctly, the doc class has been defined for the docs and the Default Settings have been entered correctly: DOC_CLASS - populated SKIP_ATTACHMENTS - falseBut the attachments from the email are not populating into IFS Business Mails as an attachment. Does anyone know how to fix this, or is it an issue with the versions? Kind regards, Eric
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