I am working on a fairly simple data directive to alert members of our team automatically when a forecast order has been placed. It is working currently however the email is a bit more difficult to read than id like when including the data fields. Particularly the created by and Custnum fields. Our …

There’s a few ways to slice this. LINQ query within the BPM. You join the SysUserFile table to your dataset and output the desired columns. I’d do it in code, but I believe you can do something similar with a fill table by query widget. Scheduled function that aggregates recent changes. This is my…

After posting I dug a bit more into the invoke BO method I originally mentioned and was able to get it working. I was able to invoke the GetByID method and output the table’s as variables (it was the return value binding that I was originally missing). This has worked pretty well after a few tests. …

From @josecgomez : [image] Run a BO Method from a Data Directive Kinetic ERP Invoking a BO from a Data Directive is generally a bad idea. There is a not inexpensive tax to run a business object on what’s essentially a Database Trigger. I would move what you need to move to…

Data directives should be a method of last resort because of how often they can be triggered. It’s kind of a blunt hammer. It will do the thing you want. It will do it often. Possibly too often. GetByID should also be approached with caution since it grabs everything related to the record. I’ve see…

I did initially start with a method directive instead of a data directive. Using the Forecast.Update BO however I found that the two conditions I tried to use (The specified field has been changed from any to another, and there is at least one added row to the specified table) did not trigger the em…

I would use a Linq query to look up the field you want is way cheaper than a Bo call

I will look into this option as wells as the function option John recommended. This could be a topic for another thread but is there any decent education material, preferrably free, on programming with specific focus on Epicor. I can write C# code but am unfamiliar with creating code to be used in E…

I’m afk today @klincecum don’t you have a few genitive indices we can point him to and some links I know the Epicor help has the customization guide and the programmers guide And ofcoirse the forum here

[image] josecgomez: I’m afk I was too until just now, but I’ll see what I can drag up.

[image] Dkrebsbach: even a few example tutorials ▶ Generally Helpful for New & Old Epicor Programmers That should get you started.

Linking User Name to UserID field in data directive

Kinetic ERP

jwphillips (Jonathan Phillips) June 28, 2024, 3:20pm 4

From @josecgomez:

Topic		Replies	Views
Method Directive or Data Directive Kinetic ERP bpm	6	3365	June 24, 2022
Calling a Data Directive form application studio Kinetic ERP	8	421	April 30, 2025
Data Directives displaying user name in email Epicor ERP 10 e10 , bpm	11	2433	July 22, 2019
Standard Data Directive Help Kinetic ERP	2	395	June 10, 2024
Creating system notification Kinetic ERP data-directive , bpm-email	1	546	June 7, 2022

Linking User Name to UserID field in data directive

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