Configure document type filter in IDM
In IDM or Infor Document Management, you can use the Document Type Filter function to select which document types are visible for different roles in IDM. Deselected document types in an active filter in IDM are not visible in the IDM settings of the IPLMF application.
Setting the Document Type Filter in IDM configuration affects the IPLMF setup. In cases where
a document type is hidden in IDM but the set-up is already done in IPLMF, you are notified by
the system if IPLMF can access the IDM document type or not. These are some of the instances
affecting the application settings:
- When creating a new record where the image was taken from local storage and to be saved on a hidden document type in IDM.
- When uploading an image to a document type that is hidden in IDM.
The Document Type Filter function in IDM also considers these validations:
- Once the document type is already associated to a user role permission and you try to unselect it from the settings, you are notified that the document type is already associated to a permission. When you select the "Yes" option, the unselected document types are removed from all the role permissions.
- You cannot unselect a document type if it is already associated to a layout in Manage Views. To unselect the document type, you must remove the mapping of layout in user role views then delete the layout in Manage Views.