I am looking for some insight from any of you DocStar (ECM) experts out there.
We are using the PackageWorks Module in ECM and have a situation that happens where a Sales Order / Customer PO (SO-PO) document is created and Break Routed to ECM. This happens before I have the information needed to create the possible multiple packages from that Sales Order.
What I am trying to do is Get the Attachment file name (done in a datalink SQL view) and save it to the newly created Package Slot “SO-PO” after that slot is created. I am able to get the file name but don’t see an available ECM Task that will allow me to use that file name to add this ECM Document to a slot.
The Add to Slot task is triggered by a document workflow but does not apply here, I guess.
It is obviously possible to manually drag the SO-PO to the slot but that is what I am trying to avoid with this process.
I was able to push Revisions to the slot from The E10 Sales order when it sends the doc to ECM via Break Routing.