In Syteline, I have a custom TaskPostPerform event that is supposed to capture the document in the task and send it as an email attachment. This works for documents that are not in an IDM Workflow. I need to know how to capture the document if it is also part of the IDM Workflow. It seems that maybe I should utilize an ION…
Vendors have requested that we add the PO Number to the Email Subject line. We currently use Vendor Document Profiles to automate this. Has anyone done this and will share information?
Dear Community Members, While the smart-client is coming to an end, there are still some inadequacies in the web-client. I would appreciate your support for these Enhancement Requests: ER# 120607: DataViews Column Chooser should display IDO property names (Extended Description) In the previous smart-client DataViews, there…
In older versions, Workbench End Users could create Custom Column formulas with a friendly formula builder, but now this feature has been deprecated and replaced with Expression Column builder, not only it is unfriendly, it is not accessible to non-superusers (source reference: KB3539016-Unable to modify DataView…
I have a custom report that is created and goes to Report Output Files. It does not go to IDM and does not create a record in DocumentObjectAndRefViews. The task, though, when the report is generated creates a record in BGTaskHistories. Here is an example: 11/4/2024 11:53 AM011/4/2024 11:52…
Hello, Years before I was hired, my company hired a consultant company to customize a PO Approval process. After we uplifting to v.10, this customization no longer works and I'm not very familiar with navigating and troubleshooting these types of events. Does anyone have documentation for Event Actions/Global Constants or…
Has anyone experienced a single user seeing a different version of a form and you have confirmed they DO NOT have a saved User version or a custom Theme? We have 1 user that when they open the Users form they do not have the BUTTONS at the bottom of the form. They can login from their computer to another user and see the…
This issue is for a SyteLine 9 ERP using IDO service. My issue is that while an IDO call is being processed, and I make another call with a new connection using the same account, I get a "MGException exception processing 'LoadCollection' request: Your session has been deleted. You must close your session and log on again…
Hello, we've recently uplifting to Syteline 10 (2024.04 uplift pack) and we are using the web-client for the first time. We've come across certain limitations, one of those being timeout issues when trying to retrieve all records for reports. Our users like to retrieve all records in forms like Items, Purchase Orders or…
(SL 2024.07; On-Prem) I have this chart for PO OTD and the ideal state is when I click on a column it launches a DataView with the month of the data value the mouse is hovering over. I'm specifically concerned with extracting the data value currently hovered when the user clicks it. Like an event I could hook into. Not…
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