Hello and welcome to the official Infor Document Management forum, a part of the Infor OS Platform community. We're excited to have you here and look forward to fostering a collaborative environment where users can share knowledge, ask questions, and explore the capabilities of Infor Document Management(IDM). 🚀 About This…
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Hi everyone, could someone help me on how to trigger the customer WF on ION however this custom WF I did t under IDM/ION. I know some of you can say check "ContentDocument" BOD, but my question is how to see the custom WF of IDM under ION?! since I'm looking to use API call to send an email, with Template, and I want to…
Hello, I have a requirement where I would like to grant a group of users access so they can only see a specific document type for the division they belong to. Is this possible in IDM? Example: A user has access only to M3 Division "205". They should only see picklist documents that belong to Division 205 and should not be…
Hi, I am trying to add a page total on a numeric field <VFORQA> in IDM word add-in. After enabling Add Page Total checkbox on that repeating field, how do we use the page total field? I tried to use PageTotal_VFORQA in xpath, but it is always blank. Any idea on how to use Add Page Total feature in word add-in?
Does Infor LN have an equivalent to Infor M3's reporting functionality, where you can modify custom report templates directly in Word without using Report Designer? In M3, this is done through document types with M3 layouts - is there a similar approach in LN that leverages IDM for reporting purposes?
Hi, I'm trying to to merge multiple documents from IDM into one single PDF file and store it user FSM_PaymentOutputFileHeader document type. There will be more than 1000 documents (each containing 2-3pages) to merge. For this requirement, I am currently using Submit API Below is the input and target that I have provided.…
Hi, i would like to use custom footers in Word template. I imported new document type and create sample footer. But i could not find information on how actually place this object into the word template ? Does anyone sucesfully used this ?
Hi, I am new to IDM and would like to attach document to my session based on the combination of Customer, TenderNO, Customer PO and Contract # through IDM.
We're using service M3_IDM_CSV to create Excel files (using IDM Excel templates). However, I haven't figured out what is controlling the date output format. No matter what I change on my user settings, I'm always getting MM/DD/YYYY. That format works for me, but we have European colleagues who need a different format — is…
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