what knowledge or skills are needed to understand the relationship between reporting and Infor LN's IDM (Intelligent Document Management), and how the two function in conjunction.
Hello! I've been trying to send a BOD such as Sync/Process.ContentDocument and Sync/Process.CaptureDocument in an ION Data Flow into DAF/IDM, however it seems that the Infor provisioned DAF/IDM connector only accepts the old "mdas" XML/JSON format, which isn't BOD compatible. Is there something I'm missing, or is it…
Hello, If you implement a new security policy in IDM through the use of ACL rules but you have a substantial history of existing documents, it is necessary to retroactively apply this policy to these documents. Have you found a way of doing this more or less automatically? I've tried using IDM utilities, but it's buggy…
The documentation references files in a KB article which does not contain said files. Other documentation refers to using a widget in the AR Credit Manager workspace, but notes that this is only available in the Advanced Workspace. However, I can't find any documentation explaining what an Advanced Workspace is or how to…
We want to transfer all documents from our old OnPremise server to the IDM Cloud Repository. For this, we would need to have all our definitions of document types with their corresponding attributes in the Document Management platform. We have over a hundred document types, each with their own set of attributes, so…
Is it now possible to call a different form in IDM, by division in the xml? I want to have different versions of the invoice for example, based on the divno of the document. I know we can script different elements within the form based on such. However I would like to have different layouts (less columns in the lines for…
Can anyone help me to correct the script below? I want to make the IDM attachment mandatory. long nr.of.documents nr.of.documents = dom.idm.list.documents.by.attributes("MDS_EntityType","ShipmentRef","MDS_AccountingEntity", "infor.ln.5100","Shipment_Reference",txinh200.orno) if nr.of.documents = 0 then message("No…
Hi, I have the following questions: I noticed that the link to the "Infor Document Management Output Management User Guide (Cloud)" on your Document Management page isn’t working. Could you please update it? We are using CSI 10 (CloudSuite Industrial) and would appreciate some guidance - starting point on configuring…
Hello, Apologies in advance if this is a newbie question. How do I change the logo that appears in the header of IDM documents? I understand that the logo image is dynamically inserted by IDM into the logo image field in the header of the Word document template, but where does the inserted image come from? How can I change…
Hi Infor Community Members, I’m reaching out to the community for advice on a specific cheque printing workflow many of us in finance/AP roles might face: How can we duplicate cheques with identical prenumbered details and retain carbon copies for records using Infor’s enterprise printing tools? Context: As my team…
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