The integration we have set up with our Epicor server has a built in “part number” datalink which returns the part number and part description. I’m interested in both of these for a workflow and content type, but I need to get them both in separate fields. My content type has a field for part number and one for part description, but if I want to add the datalink it’s just the full datalink. Is there a way to specify “datalink.column” in my field on my content type? For instance, the partnum field would be “E10V2_PartNum.PartNum” and the part desc field would be “E10V2_PartNum.PartDesc” or something?
It will depend on how and where you plan to use this. If it is within the workflow designer, then you can use the Datalink or Datalink Field Group tasks to populate the values you need using the datalink needed.
Alternatively, if you’re looking to assign this datalink to a field in the Content Type, then in the Admin > Integrations panel you can select the specific datalink and then set the default fields it will populate by assigning them at the bottom of the page. The warning here would be that this applies to ALL documents using that Content Type and may not be what you’re intending to do…
I’m looking to assign the datalink field in a content type, but the content within these fields is set as part of a workflow (though the operator has the option to edit them manually as well).
It seems that it’s probably easier if I simply create a datalink for the exact data that I need instead of trying to leverage the integration. That way there is no risk of overwriting or messing something up that is using those already.
This is the safer route, for sure. The datalinks assigned in the Content Type are the ones used when interacting with the fields while in the View tab. The workflow will use those same datalinks in different ways, so it is not a one to one thing.