I am looking to attaching 2 documents using APR when sending SOAck’s to international customers. When I add the Take DocStar Attachment widget and add it to the designer I am only given a single option to design it with.
This screen would allow me to select the Orderhed table as my attachment table. Then I can select Take: All Attachments. Then if I create a new Document Type ID and inside that folder only have the 2 documents I want am thinking it would work.
Is that the way I should be doing this or is there another way?
If I’m following correctly - we’ve not tried this. But I would think that specifying the DocType here and taking 'All Attachments" should work for you. However, if that does not, you can add another ‘Take Docstar Attachment’ widget to the workflow and specify each attachment in separate widgets.
I did but I simply put OrderNum from the OrderHed table.
Im not sure what other field I would use there since if it has gotten to this step it doesn’t actually matter since its verified they need attached already.
Thoughts on what would work for a key field there?
Go back to basics - get rid of everything in the routing except the ‘Take’ and Email widgets. Make it email you the correct document. Anything prior to the Take widget could be a problem. Once you are there - add one more widget at a time.
Other thoughts:
The DocType in Kinetic works properly? You can store/View docs from inside Kinetic?
How is your Documetn Attachment settings set up? Should not be “user creds”, otherwise you have to have the System Agent’s user as an ECM user (or something like that… there is an issue with impersonation if it’s set to 'user creds" … can’t recall exactly)
All of the documents you want contain the “EEC” value?
Change to ‘AND’ - does that work?
Change to a single attachment instead of “all” - does that work?
Everything in my routing is working except of adding attachments. It will email and attach in docstar like I want on both sides of the International Condition. It just seems to skip the take Docstar Attachments widget when its international but will still send the SO Ack and email it.
But I will take your advice and break it down more and see if I can’t figure it out.
more than likely - it’s the Take widget params. the Contains String value or the doctype or the Key Value. I can confirm that the Contains string value does not require wildcard or quotes in any form, but I have ‘AND’ selected even though there is no “Ends With” value above it.
Attachment Type Maint for Docstar - Transfer Type and Authentication Type. We set ours to be a valid ECM user with the correct security. that way each user doesn’t have to be set up in ECM and the Kinetic Menu structure provides the security we need for attachments.
Also (for us) File Transfer Mode in Doc Type Maint. should be set to ‘company level’.
So found a solution and now better understand what I was trying to do…
The Take DocStar Attachment was setup with the following action:
“For OrderHed records take OrderHed DocStar Attachment using key fields with designed value.”
Basically this was saying I was going to take already attached DocStar documents from the OrderHed table and attach them to the email. NOT take them from DocStar and attach them.
I took the 2 documents I was trying to attach and opening Company Configuration attached them both.
Once they were attached here I changed the 2nd OrderHed in the actions statement to Company and adjusted to the correct parameters and was able to pull these documents from there.
