ECM Versioning with Epicor Attaching - Attachments Created from Drag and Drop or Paperclip

ECM
1

When using attaching a file to Epicor and the content type being an ECM document, I uploaded the same named file to the record twice and the second time it gave me a message saying it will overwrite the first one. I was hoping if I clicked “Ok” it would create a version, but it didn’t do that, nor did it overwrite the existing file, it created the file again, a second time, with the same name.

Is there something I am missing, should it be creating a second version?

Thanks in advance for any help.

2

Does your user have the Version Publishing permission? Make sure it’s enabled in the security class too.

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3

There’s a setting in Attachment Type Maintenance for duplicate names too.

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4

my user in ECM?

5

Thanks, and this attachment type maintenance setting interfaces/integrates with ECM’s versioning functionality?

6

Yes. Sadly you have to manage permissions and users/groups separately directly in ECM.

7

Chadd, but what user is this because it’s the fileattach service that’s doing the attaching…

In other words, people are using the attachment functionality in Epicor and choosing a doc type that’s ECM.

8

It’s whatever user is defined in the Attachment Type Maintenance.

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9

Thanks, I missed the meeting last week where they went over this and it’s been a minute. thank you.

10

When it’s set to Version in Kinetic it versions in ECM correctly.

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And the default attachment service user has version permission on the security class of the attachment type.

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11

Happy to help!

12

And you also have to add the Auto Add Versioning on in the attachment type too right?

13

The Prompt should work but we didn’t have luck with that. So we defaulted to versioning to be safe.

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14

Okay, thanks.

15

We are currently implementing ECM (on-prem) and I was under the impression that the versioning and/or the message of overwriting an attachment of the same name would result in a single attachment, but I keep getting multiple attachments of the same name, while inside ECM I do see a single doc with versions listed.

Am I mistaken in my misunderstanding of how the attachments within Kinetic work/appear, do I not have something set properly perhaps, or is this a bug in 2024.1.9?


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16

I’ve noticed that too. It appears that ECM knows to version it’s file, but Kinetic does not.

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17

I also found this out recently and since it was confusing to the end user I had to just not use it.

18

By “it” I assume you are referring to versioning? With versioning off for the document type you get the overwrite message and Kinetic maintains a single attachment? Do you have the duplication setting in Attachment Type Maintenance for ECM set to Prompt or something different?

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19

one sec

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20

I am referring to versioning when I say “it”. And yes I get the duplicate message.

Attached are the instructions
Attaching a Duplicate Document in Kinetic.pdf (74.8 KB)
I sent out about duplicate attachments and also pictured here is the setting on the attachment type:

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