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Syteline IDM Document Workflows not working
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…
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In Documents in Infor Factory Track, is it possible to do a lookup for "drawing number" instead?
Hi, We are trying to do a lookup in Factory Track Documents Form and find IDM documents by a drawing number instead of Item (as it is at the moment) - screen below. Would that be possible? P.S. We have managed to do an API call to get the associated drawing number to the specified Item. Many thanks!
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call an IDM API from MEC.
Hello, I would like to know if it is possible to call an IDM API from MEC. Regards.
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Automating document flow into IDM from external source (Scanner, hotfolder, email?)
Hello! I have docs that my manufacturing team produces that CURRENTLY get scanned in at the end of the day and put into a third party filing system. They do this via scanner and USB, though a network connection to the third party system has been set up in the past. I've worked on a similar integration at a past company and…
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Possible To Add Attachments To Workflow Task Email
Hi All, Wondering if this is possible. I have created a workflow whereby in advance of it being trigged, users will add a document attachment that gets stored in IDM. When the workflow is triggered I fetch the document via xpath query to create a drillback link which appears in the email and within the tasks in…
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How to make a new Document Type and get it context-linked + auto-filing into IDM (from Syteline)
Hello. This has been stupidly difficult for me for some reason, even with other doc types easily available to look at. I need to get some shipping documents that generate out of Syteline to flow into IDM automatically. I've made a document type for one of them as a test, and even hooked up the IDM task to the piece in…
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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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Best Practice for Sending PDF/Reports to an External Logistics Partner for Printing
Hej ! I need to send delivery notes (PDF/reports) from Infor LN to an external logistics partner so they can print the documents at their location. I am evaluating the use of the Enterprise Connector and the Document Management Enterprise Print Service to route print jobs from IDM to a printer outside our internal network.…
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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…