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Can a Document Macro (DMS/Docman's Word/VBA automation feature) pull in field values from a different business object than the one the document is directly attached to (e.g. a document attached to a Purchase Order needing a Manager field that actually lives on the Project LU), and can the macro apply conditional logic to decide what value to insert?

Answer

By default, a macro only has access to a broad set of general IFS attributes, not attributes from other business objects the document happens to be connected to — but this can be configured: if a document is attached to a Purchase Order (or any other object), attributes from that specific attached object can be made available to the macro through configuration, rather than needing to add a custom read-only field just to surface a value from a related LU. Since a macro is genuinely code (VBScript-based), it can contain as many conditional branches as needed to decide what value to populate based on other field values — this is standard scripting logic, not a special macro-specific feature. Writing macros does require some VBScript knowledge plus familiarity with whatever target application (e.g. Word) is being automated; IFS support/your IFS contact, or specialized DMS-competent partners, can help if that skill isn't available in-house.

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