Matthew Trembly Software Support Manager

Michael,

Is the lock message something along the lines of:
 

“Cannot lock document 65944 because it is already locked in another session”

 

Use URL integration in the workflow email notification to include a link to download the document with annotations instead of attaching the document.  It's a workaround.

It's a glorified workflow database browser tool for troubleshooting or analytics.  It's pretty slick.

Workflow is elite, for sure, but I don't know if that's an option.  Does this system have a workflow license, John?

The simplest way is to just use AIX with a compound matchcode to return duplicates.  First, create a file cabinet field that will be used to flag duplicates.  Configure AIX to search the file cabinet for any documents with the same Vendor AND Invoice.  For all results, assign a fixed value to this flag field for duplicates.  Create a file cabinet list to display all records for which the flag field for duplicates is set.

See pics ... 

brb

You need a validation that sends the index field entries from the file cabinet store dialog to a REST service.  If your ASP.NET is rusty, take a look at StapleWare's Double Check module.  You can pretty much set up exactly this scenario out of the box in minutes:

https://www.jhoe.com/products/page.php?pageID=13

Does this system have AIX and Task Manager modules?  If so, it's pretty straightforward to check for duplicates in the file cabinet.

Also, it looks like in DocuWare 7.2 you can finally update other file cabinet records instead of just the file cabinet records belonging to the BPW task.

The REST API is not available for DW Forms at this time.

If I understand correctly, then yes, AIX should perform this easily.  Essentially, set invoice status = select client name from quote where invoice ref = quote ref