Hi Everyone, I’m pretty new to Epicor so please bear with me. I recently got a request to make a new Dashboard which allows users to quickly see attachments on Service Calls. We have ECM (Docstar) hosted by Epicor (as well as Epicor itself). I’m hoping to have a dashboard in which a Grid View pub…

yeah, I used this: [image] How to call DocStarDownload Attachment ECM You need to get the XFileRefNum first. Bring in the Ice.Contracts.BO.Attachment DLL using Ice.Proxy.BO; ..... Ice.Proxy.BO.AttachmentImpl attachmentBO = attachmentBO = WCFServiceSupport.CreateImpl<Ic…

Joe, I just used some different code on here the other day to build a button that downloads the attachment from docstar. -The “view in docstar” functionality I haven’t tried yet. If you want to review it we can. I am also working on something similar at the moment.

Hi utaylor, That would be great! Do you use the BO Ice.Proxy.BO.Attachment and method DocStarDownloadFile? I’d be really curious to how this could be put into a dashboard. Thanks!

And referenced this post as well: How to call DocStarDownload Attachment - #8 by Moe

Not sure how you may do it in a cloud environment, might have to do it based on rest call.

I did some work on this before as well - ECM Direct links to documents (not forms) - ECM - Epicor User Help Forum (epiusers.help) If you can get the BAQ to pull back the XfileAttach/XFileRef entries, you should be able to make the URLs work.

Thank you guys! I’m going to look through everything and do some testing. I’ll let you know what I figure out. @MikeGross , your documentation looks especially promising! Thanks! -Joe

Thanks Mike, not sure why I didn’t stumble upon that few days ago.

First off, @MikeGross , your documentation is great. Thank you again! I played around with the URL approach and I’ve got it kind of working. Unfortunately, I don’t have access to the ECM SQL database and I’m not having any luck finding document ID anywhere else. I had hoped it was in XFileRef.XFileN…

[image] utaylor: Not sure how you may do it in a cloud environment Don’t have docstar, but looking at the threads don’t see any impediments to doing that in the cloud.

full transparency I have no clue how client customization works in the cloud on kinetic in browser. It looks like the person is using classic forms though which must mean they have a smart client. I just wasn’t sure if all the dlls that are needed to do the customization were available when you’re…

DocStar (ECM) File Attachments in Dashboard

Kinetic ERP

utaylor (Utah Taylor) June 5, 2023, 5:56pm 4

yeah, I used this:

Topic		Replies	Views
DocStar File Access via Dashboard ECM epicor , dashboard	12	3775	March 27, 2025
How to call DocStarDownload Attachment ECM	7	4224	March 5, 2021
DocStar Attachment Location ECM e10 , sql	7	4377	May 12, 2020
DocStarDownloadFile via REST SSO ECM rest , docstar	24	4529	April 22, 2022
View Attachments by button click Epicor ERP 10 dashboard	9	1513	March 18, 2024

DocStar (ECM) File Attachments in Dashboard

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