I’m very interested in this, it’s something I have considered in the past and never dug into it much as short of the File > Send feature I couldn’t figure out how to make it dynamic.
For instance, if I understand what @pbparker is saying, is that he has outside systems that have some of the Epicor key field data, such as Job Numbers and these outside systems can or can be queried to generate HTML URL links… likewise, if I were in Epicor I could use a BAQ/Dashboard to create dynamic URL links, like for dynamically creating a QR code:
But with what has been posted so far and from what I’ve looked into in the past, is that what the Epicor client needs is the .mfgsys file which the OS can recognize as a file to be opened by the Epicor client (but I found this file association does not happen on install and needs to be created manually or with a GPO or logon script) and it contains the key data to open that record in Epicor.
And Simon mentioned he uses a template… ok, so how do we dynamically on the fly dynamically change the content of the template as it’s downloaded? Is that what is needed or am I missing something simpler here. Cause all @pbparker really seems to have is a Job number for his URL link.
Maybe I’m missing something,but it sounds like there needs to be a script or something that his URL points at and passes the Job number and that script then takes the template, replaces ‘token’ data with the passed Job number and offers that to the browser for download.
