Epicor - Attachment ECM - Customized folder based on the UserID

Epicor ERP 10
1

My requirement is to store the Customer documents under the following folder in ECM application.
This can be achivable in ECM workflow process.

Folder - Customer/CustomerID (CustomerID value is dynamic).

But when I attach the document directly from the Epicor,
is it possible to create the folder in ECM based on the CustomerID and store on that?

Folder - Customer/CustomerID (CustomerID value is dynamic).

2

The AttachmentSvc has all of the DocStar Methods. You can make a folder and upload, but you would lose all of the builtin functions.

You can make each customer a Document Type which will make a folder, but then you have a ton of folders showing on every customer.

I am not sure what the purpose of this structure is. ECM is going to search by Keywords and CustID is set by default, so even in a single customer folder you can get one customer in a search and they only show on the customer record they are attached to in Epicor.

3 Likes
3

Thanks a lot for your suggestion.