Syteline IDM Document Workflows not working

Emma Sommons

Hello!

Back again with more IDM questions. We have an IDM workflow in Syteline and a matching document type on the IDM side - I can upload to that document type directly from Syteline using the usual context widget with no issues.

HOWEVER. The automatic flow of the document generating out of Syteline and showing up in IDM seems to be busted in a way that I don't understand, and I really need to get it working ASAP. This will also help me figure out how I'm supposed to create new ones for other documents we need to flow from Syteline to IDM in the future.

Note before I start sharing info: this is a report (PDF) generated out of our installation of SureShip from Decision Resources. I am admin in system and thus don't usually have issues posting documents to IDM, and permissions are set up correctly across the board I'm Pretty Sure (but only pretty sure).

My other notes are that I've gotten the default PO doc flow that Infor created to work in my TRN environment without issue, and the IDM Document Workflow for this document looks very similar, but I still feel that I'm missing something small but Very Vital in this equation 😔

Below are screenshots of the Document Type itself - its attributes and context:

Here's the context for the particular form that the report gets generated out of:

{
   "screenId": "CSI_ue_SS_Console",
   "supportProductId": "111232",
   "logicalId": "lid://infor.syteline.csi/dci_us",
   "entities": [
      {
         "entityType": "SureShipBOL",
         "accountingEntity": "DCI_US",
         "BolNum": "7779"
      }
   ]
}

And here's a screenshot of the Document Workflow as set up in Syteline (and it is indeed active/turned on):

Screenshot 2026-08-03 143224.png

And then this is the error message I see for this Document Workflow in the IDM Document Workflow Logs form: ue_SS_ShipmentPackingSlipReport: MinShipNum=1 must be equal to MaxShipNum=1 ← this in particular doesn't make any sense to me and I'm wondering if this is where the source of the issue lies. I also only see this show up in the log SOMETIMES, not with every failed document generation, so I've got other questions about how the log works lol

And this is the generic "error posting document" email line when I get auto-notified that the doc failed to post: Error posting document to workflow: IDMIntegrationProcess Aug 3 2026 1:53PM

Thank you so much for any insights! You guys have helped me piece together a lot of my various IDM woes thus far already :)!