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Adding a Custom Report to Customer Document Profile
This is for Syteline Cloud MT. Has anyone been able to add their own report to the customer document profile (potentially so that the report can be emailed to the customer)? In the end we're wanting to email an open order report to select customers on a regular basis. Steps I've taken: Create a new report Add a background…
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Has anyone enabled DocuSign in IDM?
How do you activate these flags?
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Linked the IDM with ION
Hi everyone, could someone help me on how to trigger the customer WF on ION however this custom WF I did t under IDM/ION. I know some of you can say check "ContentDocument" BOD, but my question is how to see the custom WF of IDM under ION?! since I'm looking to use API call to send an email, with Template, and I want to…
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Has anyone enabled DocuSign in IDM?
How do you enable the flags for HCM?
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Is it possible to enable division security in IDM?
Hello, I have a requirement where I would like to grant a group of users access so they can only see a specific document type for the division they belong to. Is this possible in IDM? Example: A user has access only to M3 Division "205". They should only see picklist documents that belong to Division 205 and should not be…
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Adding GHS pictogram to labels in IDM
Hi, We would like to inquire whether anyone has experience with adding icons to labels. Specifically, we are looking to include the GHS pictograms on our MWS450PF label by retrieving the appropriate information from M3 and converting it into the correct GHS icon. Could you please advise whether it is possible to include…
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H5-Script: M3_H5_IDM_DocmentIndicator Error message
Hello, I am currently working in a demo/training Infor M3 H5 environment, not in a production environment. I keep receiving a recurring error message related to the following H5 script: M3_H5_IDM_DocumentIndicator The error message says: H5-Script: M3_H5_IDM_DocumentIndicator Unexpected Error Occurred. Please see browser's…
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Using IDM APIs
I am working on an FSM flow to retrieve an IDM Document's PID and its subsequent content using the following endpoints: GET /item/search (to retrieve the PID) GET /bc/{pid}/resource/stream (to retrieve the content) While I can successfully call these via Swagger, I am hitting a wall within the FSM flow. I have configured…
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KB3652943 Reusable layout component handling for M3 IDM Layout Templates
Hi, i would like to use custom footers in Word template. I imported new document type and create sample footer. But i could not find information on how actually place this object into the word template ? Does anyone sucesfully used this ?
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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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Transfer a IDM Document from one IDM System to another
Hi I have to transfer a IDM Document from one system (LTR 2025.06) to an other one (CE). My consideration; activate ION Integration create a Data Flow from the source IDM to the destination IDM with the Sync.ContentDocument BOD and a mapping from sync to process on the way … Do far so good: BOD is triggerd Data Flow works…
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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 Where Address line 2 is blank. I have tried a few combinations of concatenating '
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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…