Good afternoon Epicor community,
I have a current data directive in place that notifies a specific group of people via email when a new file is attached to a Sales Order (new or existing).
Using the XFileAttch table, when a new record is created & where RelatedToFile = “OrderHed”, send an email (that references the Sales Order Number (Key1), and the attachment number).
This has been a good start, but the problem I’m having is that I am not able to reference any other data that would be helpful for the person receiving the email (such as Customer/CustID, Part, etc.).
So they are notified successfully when a Sales Order has a new attachment, but many of these are not relevant to their department, since this is a notification for ALL sales order attachments.
I have a few ideas on how I might be able to accomplish this, but before I spend any more time going down these rabbit holes, I wanted to bounce this off the community and see if anyone has ever done anything like this or knows of a better way I could accomplish this.
As always, thank you in advance for your help.