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Create address block without blank lines (CSD pick ticket)
I'm attempting to create an address block for a CSD pick ticket without blank lines. For example, if address lines 2 and 3 are blank, I want to see: Name Address line 1 City, State Zip Instead of: Name Address line 1 City, State Zip I have tried a few combinations of concatenating '
' between the strings and…
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Markup rendering in IDM DOCX Templates?
Hello, I have been working with the DOCX templates a bit, and while I do like them for fairly easy formats and such, I have not found a way to use any HTML or rtf markup in the XML that gets sent. I am using the Word Add In to test. I have tried the typical "<Notes><![CDATA[{\rtf\b Hello World\b0}]]></Notes>" and…
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How to show IDM Context Menu in while opening SunSystems in OS ( MT Cloud) ?
I'm looking to show the context menu in os ( SunSystems ) , tried to add all required IDM-* , and related* Roles. Do I need to activate contextual applications from anywhere?
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How do I run the IDM Utilities application completely through the command line?
When trying to run the IDM fileImport utility from the command line, I keep running into the "java.lang.NullPointerException: '-baseUrl' must be specified" error. No matter how I try to specify the baseUrl, it still doesn't like it. The included documentation isn't helpful and I'm not sure of the correct syntax to get the…
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Are User-defined conversion types still available in MT?
It used to be possible to create User-defined conversion types on the IDM resource server. So you could retrieve picture resources on IDM in size defined. Now on MT looks like the option is no longer there. Correct? The predefined Preview of a picture is too small and full picture too big, so was hoping to be able to make…
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How to link a Document to Customized Session through IDM
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.
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IDM Script : How to use xpath function to retrieve data in another section
Hi All, I am developing IDM template and I want to retrieve information from another section in XML file. I try to use xpath function in IDM script. // Take line number from current section and save in $Test1 variable. $Test1= xpath(UBPONR); Then need to search item description $Test =…
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Make Selection or Dropdown control in Cloud FSM form to select Document from Document management
I have a custom document type created in Document Management and would like to be able to select from a list of documents of that type in a form within FSM either via a dropdown or a lookup field. Ideally the lookup field would show every document of that type currently in Document Management and allow pulling any of the…
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Need help with IDM REST API
Hello, Infor CSD user here. I am familiar with using the base level IDM/items API to upload documents to document management, specifying attributes such as 'Order_Number' and 'Order_Suffix' to attach documents to their orders. I also specify document type when uploading using IDM/items, for example, entityName:…
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Scheduled Workflow - Loop Data
Hello, I am on Infor LTR. I have a workflow that runs to assign tasks and update values in IDM. However, I would like to run this workflow on a schedule based on data retrieved through an API call to IDM where a certain field is missing. How can I "loop" through items returned in an API call in a workflow and use this data…
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Restricting document access in the Related Information Widget
Has anyone ever encountered this situation? I want to use the Related Information Widget, but I’ve noticed that the permissions available are mainly about whether a user can view or configure the widget itself. What I’d like to do is set up specific rights related to this widget, so that certain users can view the…
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Calculations within a custom template
I am working on customizing our Pick Ticket template to show, for orders that used a Credit Card, the total charge for the order, their tendered amount for this order, and then the remaining balance. I have both the total charge and the tendered amount but to get the remaining balance I need to find the difference between…
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Can documents inherit security?
When a new ACL option is created and set as default for a Document Type, new documents uploaded to IDM are restricted but all the documents that had been previously uploaded under this type don't update their access control list, they continue to be public. Is there a way for said documents to inherit the properties of the…
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IDM Script Error When Using "/" or "-" in Date Format
Hi everyone, I’m currently working on an IDM script to display a date in a specific format. The script works fine as long as the format doesn’t include special characters. Issue: As soon as I try to use a format that includes characters like "/" or "-", the script throws an error and fails to display the date. I'm also…
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Is it possible to get data from xml into email body while sending any output?
Hi, We have setup template email body which displays some standard text per document. However, is it possible to pick data from xml which is generated for that document and show it as email text (body)? Thanks,