Opinions & Brainstorming needed!
Business Case:
When a certain type of attachment is created or updated on say a Customer or Supplier, etc (say a 1099 or a NDA or something) we want to capture the date that document will expire (good Document Life Management). The tricky thing is that (per a trace) adding of an attachment usually calls a method inside that Business Object (Customer, Supplier, etc), which means when I call a BPM Form to capture a UD Date field on to be stored in the ‘primary table’ (Customer.XXXXDocExpireDt or Vendor.XXXXDocExpireDt) after the Attachment method is finished (BPM Form called in Post Directive of XXXXAttach) and I set the UD field of the ‘primary table,’ now the data in the UI is ‘old’/‘dirty’ and any further changes will be rejected with the old ‘another user has updated this record.’ I have gotten around this by immediately doing a Method Call for that BO of GetByXXXID to force the UI to get the latest version of the record. While this works… it doesn’t feel right I suspect there is a better, more elegant way to manage this odd situation.
I am considering a few things:
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I shouldn’t store the doc expire date on the ‘primary table’ but rather on the Document record? XFileAttach or XFileRef?
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Should I use a Data Directive on the XFile??? table
Any other thoughts, input, ideas, principles to follow or solutions anyone else has used is very much welcomed.