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How to trigger an ION workflow when IDM generates an XML for M3 MEC integration?
My use case is the following: When a user prints a document in IDM, it generates an XML file. I want ION to detect that new XML and trigger a workflow to send it to the M3 MEC module for processing under an MEC agreement. My questions: Can IDM be configured to push the XML to ION on print? Which ION event or connector can…
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How can we create and deploy a custom BOD in CSI (SaaS MT) or ION?
We are working in a multi-tenant CSI SaaS MT environment and need to create and deploy a custom Business Object Document (BOD) to exchange specific business data between CSI and an external system. Could you please clarify: What is the recommended procedure to define and generate a custom BOD (e.g., starting from IDO or…
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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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How do you massively update the ACLS of existing documents?
Hello, If you implement a new security policy in IDM through the use of ACL rules but you have a substantial history of existing documents, it is necessary to retroactively apply this policy to these documents. Have you found a way of doing this more or less automatically? I've tried using IDM utilities, but it's buggy…
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How to store a block of text to be displayed on IDM documents?
Lets say you have a block of text that reads something like this: "Please note our standard conditions of business on the last page. Delivery of goods only against the attached Standard Conditions of Business." This block of text needs to be translated depending on output language. Is there a way to maintain this by…
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What are the Document, File, and SMARTHELP document types for?
These three (Document, File, and SMARTHELP) seem to be out of the box document types in our environment. Does anyone know what different purpose each serves? We are mainly creating custom document types for use in LN context or within IDM, so I'm trying to also understand where these OOTB ones fit in. Thanks, Dan
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Repeating sections in IDM word template
I'm currently working on ARS649PF - Customer Statement The document repeats the Customer/Payer > Name and users only want to see it once how do i remove the repeating control i would expect it to just aggregate customers once. Customer PROVID and Customer DAVIS to have there own section i guess instead of repeating through.
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Error when trying to use the response of the {pid}/resource/stream api
Hi, When I use the ITEMS/{pid}/resource/stream api, if I understand correctly, the request response is a character string in base64 format corresponding to my physical file stored in IDM. So if I copy the response body obtained in ION API gateway and submit it to a base64 to pdf converter, I should in theory regenerate my…
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Printing to an Excel - how to get the same column headers as on PDF (2 phrases)
Hi, Am working to get my users the FAS530 report in proper Excel format and with the option to show leading zero's. In itself that works ok but there is one issue I'd like to solve. The column headers as they show in the PDF are built of two phrases, in the CSV output only one of these is showing. Can any of you tell me…
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IDM printing M3 picking lists - missing pages
Hi, I am wondering if any of this sounds familiar here? We are printing picking lists via IDM and Enterprise Print. As you may know sometimes larger number of PL's are created automatically by M3 causing multiple PL's being printed with varying number of pages. What is causing issues is that some prints get cut off, so for…
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IDM - Security
Hi , We are using LN and HCM. Both these documents are going to IDM. As IDM-User role, HCM employee can see LN documents. Where can we need to control this. How we can set, user security for each document type. Thanks
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Uploading CSV file to Infor IDM using IDM Api
Hi There, I need some help on finding API for uploading a CSV file to IDM from External system, currently I'm using api/items API to upload the file, However, it's only creating an Icon of the file in IDM but not the whole file. Below is the JSON data which I'm providing to API and I'm testing it from Postman. Also, In…
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concept/guideline for Infor Document Management
Hello everyone I need to develop a concept for my Infor OS CLOUD client who likes to have an interface to import documents into Infor IDM. I have some experience with Infor IDM and found 3 possible ways to send document to infor IDM. * Infor IDM REST-API via ION * .NET Framework * Java Framework Which way is the easiest,…
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Dataview filter condition for the secondary collection
I have created a new dataview with two Ido collections. I need to give a filter condition for the secondary collection,so is there a way to give filter condition
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Can you search multiple document types on a common attribute?
Hi, new to IDM here. I'm looking at digitizing a paper folder we have here, which contains multiple documents for several key document types (a few POs, a few COs, a few drawings, a chceklist, etc.). However, the advantage to the paper folder is that you can see all of those documents of each type in one place for the…