Sharepoint Document Updating & Revision Control

Kinetic ERP
1

How is everyone updating Sharepoint documents that are uploaded from Epicor?

We’re figuring out our migration to Sharepoint, and realized that we don’t know how to revision control the documents!

Use Case:

User attaches ‘Part XYZ Instructions’ attachment to a part. Our Epicor/Sharepoint setup uses client secrets for authentication. Epicor adds this to our Sharepoint library and creates an attachment in Part Entry / Tracker.

What happens when we want to update the instructions? Since Epicor attached it to Sharepoint, when users open it using Epicor, they have Epicor permissions, which are restricted from modification or deletion. We do not want all users to have wide-open read/write/modify ability.

We also don’t want to have a dozen versions of ‘Part XYZ Instructions’ attached to a part.

How could we have specific users modify the instructions and have everything in Epicor stay current (like it does using old-school file shares)?

Thanks!

@mpot @SJenkins

2

Which is why I still like using a regular Link Document Type, even for SharePoint Document Libraries.

  • I can use any Document Library
  • Permissions are based on the logged in user
  • I can assign a unique document ID that is shorter and will not break if the document is renamed or moved within the library
  • I can see and use versions
3

We do what Mark said, but we manage them outside Epicor. I built an integration to pull them as snapshots for our actual attachments.

4

I added a link to the attachements slide out drawer that pops up when you click the paperclip. The link opens the file in sharepoint in a new tab, where users can now edit that attachment.

We recently moved to Sharepoint from a local file server and its been a pain. Epicor doesnt seem to have many features for it, and Sharepoint itself is not great.

5

Mark - Good point. Thanks. Are your users importing the files to Sharepoint manually, and then adding that link to Epicor?

Kevin - Of course you did! :slight_smile: That’s slick. A little beyond my abilities at the moment, though!

Jonathan - Great idea.

6

If I can work through my backlog, might burn some tokens to make something worth releasing for everyone.