We create a UD document called PSR (Project Specific Requirements) for every Order we book. When we have repeat contract orders, we like to create a Customer Specific Default PSR and attach a Specification with it to be copied repeatedly for all subsequent orders.
In classic I was able to save the file path with file name of the spec pdf in a character field and use a button on the form to display that spec when we duplicate this default PSR.
We are creating Kinetic web forms to duplicate what we were doing with Classic forms. Our special folder CompanyData points to \\EpicorAccess\Companies\DTSF<folderlist>. FYI this CompanyData folder works in Sandbox.IO
I have been trying to get the folder path with the all of the file / folder components just to see what they do.
I was able to get the file name using the erp-file-box but not the path.
When using the erp-server-folder-box set up like this:
The company data folder can get cleaned out, I wouldn’t store anything there that you need to keep. Why aren’t you just using attachments with sharepoint or ECM or something? Just attach the document to the order.
Thanks for your reply.
If I make it an attachment to the “Default PSR” that gets duplicated then I would have to duplicate the attachment as well every time the Default PSR record gets copied to a Project PSR. The way I am doing it now I am just duplicated the Path of the spec(“attachment”) that is saved in a Customer specific folder. The reason again that I want to copy just the path of the document is to view it in the future from the project PSR and not have to go search for it in the Network directory. FYI we are not in the Epicor Cloud and don’t see that happening anytime soon.
I know the "CompanyData/Reports folder is cleaned out after every use but why would you say that the Company Data folder would get cleaned out?
