HI everyone,
We are trying to use document linking more often in Epicor to be more efficient at sharing data. My quality department wants to be able to like documents to a Non Conformance and have them linked to the DMR after it is created. I am guessing this would be a BPM. Has anyone done something like this? Any ideas where to start?
Thanks,
Melissa
Hello Melissa,
There are two objects used for document linking: XFileRef and XFileAttach. The XFileRef is a single record for the file attached while the XFileAttach has a record for each object that the file is linked to. So if you have the XFileRef for the NC, you should be able to create a record for the DMR.
I think a trace of the DMR should show you the required steps to add it to the DMR. A BPM should work but you’ll want to add logic so that you only add it once. 
Mark W.