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…
Hi, I would like to personalize the email that will be sent to the recipient of an M3 print. I have configured all the different elements upstream in M3 and IDM to choose the right email template. All this works correctly. However, in the body of the email, I run into a problem when I want to generate a hypertext link…
Is there a way to put the IDM API behind an API Gateway? I can see the IDM API in the available list of the API Gateway, but it doesn’t allow applying any policies. Would it be possible to place this API behind a proxy so we can leverage API policies like rate control, throttling, etc.? Also, what should be the target…
Hi, Have you found a trick in IDM Output Management to attach documents to a printout in the same language as the printed document? Since, in the XML, the DocumentLanguage field is not eligible to be selected in CMS006/H and create a custom field that can then be used as a search criterion in MNS060, I don't see how to…
Hi, I added a new field inside a cell. When available I want this to print on a new line but want to avoid a new line when empty. Tried with several variations of this: concat(/M3OutDocument/DataArea/Document/ZZXMLD,'' '') or perhaps someone has a trick to otherwise avoid a new line.
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