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Question

Automatic Document Attachment to New IFS Record

  • October 22, 2021
  • 2 replies
  • 185 views

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We are running IFS 10.  Is there a way to automatically attach an MSWord document when a Business Lead is Created?

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Manoj Ruwanhewa
Superhero (Partner)
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Hi @BillatREM ,

 

As per below discussion, auto check-in can be done for word  documents by enabling macros.

Please refer the below post 

 

https://community.ifs.com/document-management-docman-248/possibility-for-automated-check-in-of-documents-in-aurena-9414

 

Hope this helps your to get an idea about the technological concept.

 

I hope @Mathias Dahl  from IFS R&D can elaborate more inputs for your requirement.

Regards

Manoj


Mathias Dahl
Superhero (Employee)
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  • Superhero (Employee)
  • October 25, 2021

@BillatREM 

Can you elaborate more on what you want to achieve? Where would the Word document come from? Would it be acceptable with a template document that is copied from some other object in IFS to your new business lead, or do you want something similar to what @Maja Giljevic links to above?

 


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