I am working on an Epicor ECM / DocStar setup and trying to understand the correct pattern for using an Epicor UD field as ECM attachment metadata. In Epicor, we have a UD field on JobHead. I have created a new document type and Added the JobNum as a metadata. I then created an ECM DataLink to get the UD Field for a given job Num.
SELECT AGJobCard_c FROM JobHead WHERE JobNum = @JobNum
I can Also use SELECT AGJobCard_c FROM dbo.JobHead WHERE JobNum = @JobNum
When I set a test value and run it, I can retrieve the Correct UD field value. I then tried to use this Datalink on a workflow so I can get the UD value updated on my Attachment when a user creates an attachment.
My question is:
how do I select the UD Field as my output? Currently i cannot Select $Field.AGJobCard_c
Looks like you just need to create a new Field and then assign it to the output value of AGJobCard_c. You can do this directly from where you are in your screenshot by using the option at the bottom to create a new field. Alternatively, you can go to Admin > Fields and create it there. If you use the second approach, you will need to refresh your workflow designer page to synchronize the change and have the new field available for use.
I would add that you didn’t specify if you create the document type from inside Kinetic, or from inside ECM. Best practice (From Epicor) is that DocTypes that you want to use inside Kinetic should be created inside Kinetic. The action will cause Kinetic to initially create the DocType inside ECM - and keep it updated. Then you can use Kinetic’s doc attachment programs to control where that doctype can be used, and what additional metadata will be automatically added to the attachment metadata. that would effectively eliminate this datalink if your attachments all come from within Kinetic.
