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…
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…
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 frequently create Excel (CSV) files via Service ID M3_IDM_CSV, by setting the section to status 80. However, there are times when the users don't want all fields in a section to appear in the document. Has anyone found a way to filter out particular columns within an XML section?
Hi I have to transfer a IDM Document from one system (LTR 2025.06) to an other one (CE). My consideration; activate ION Integration create a Data Flow from the source IDM to the destination IDM with the Sync.ContentDocument BOD and a mapping from sync to process on the way … Do far so good: BOD is triggerd Data Flow works…
I have created an ACL (Access Control List) by defining roles with specific restrictions. Now, I would like to retrieve the list of documents based on that ACL. I request you to provide me the process to fetch the details. Your help and support in this regard would be greatly appreciated.
Hi Team, How can I direct a Report in Factory Track to a particular folder in our local network? We are on cloud and I haven't tried this. Please advise. Thanks and Regards, -Geetha
Greetings, Looking for help regarding an error during printout process in IDM. Due to a customer requirement, we are using a data flow to call IDM ION API submit where part of the payload looks like this: If the "printerId" = M3 printer code of CRS290, it fails. If the value is changed by the IDM ID of the printer, the job…
Halo, this is my first time trying Document Output Management. My goal is that when I print an RFQ, the report can be sent via email. However, after completing the setup and trying to print, I encountered the following error. Could you please let me know if there is anything wrong with my setup?
I experience some problems with sending out some emails. I have job sucesfully finished , document is stored in IDM . XML and JSON files looks ok. Email looks like sent but neaver reach out the receipient. This happens from time to time for different printer files. And today i had a case that one users send the same…
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?
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