OK true I can still have metadata with linked files, but I don’t get the tag files with Kinetic fields automatically when linking files like I can when I upload files.
I believe the metadata options are robust enough to provide us some good information, though being in early stages I have not yet considered fields from linked tables. I would assume I will run into that issue. It is easy in early testing to use fields you know that will be avaialble, it won’t be until I try to meet a users use case need and realize I don’t have access to linked tables.
We are looking into whether Workato might be able to help us link files with tables and manage metadata, does anyone have mush experience with Workato and files in other platforms like Sharepoint?
I believe the more experienced ECM people like @swilliasc111, @MikeGross, @vleveris, etc. would tell you to use workflow to reach back into Kinetic and populate your metadata. This would happen no matter how the file is uploaded.
As for SharePoint, I have a side project that is trying to launch a web hook if a particular column contains an Epicor Key item and then call an Epicor Function. The function would receive the URL and the key item and then do a lookup to add the attachment automagically.
I think there are other clever solutions out there too.
nice Mark!
Send me a pm, intrigued.
How about this one?
Yes this. @Mark_Wonsil is 100%. This is way too easy and it can be anything from inside Epicor b/c you write the query. ALL of my workflows to link documents contain at least one query to go get every bit of metadata I might need for the file at hand.
And @Mark_Wonsil is also correct - the link from Kinetic DocType must be maintained from the Epicor side and is limited to the Table fields. But it gives you the key fields to write a query in the workflow to get everything else you need.