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\uD83D\uDCD8 Instructions

  1. Global Search and edit: [STA] FlowAP E-Documents for Conversion to FlowAP

    image-20240423-064444.png

  2. Modify the search to only return records you want to be converted to FlowAP documents

  3. Update Search Title

  4. Save ASAdd filters to identify the Inbound E-documents you want to migrate, for example
    E-Document Status = For Conversion

    image-20240613-075122.pngImage Added

  5. Search Title = [STA] FlowAP E-Documents for Conversion to FlowAP - [customername]

  6. Save AS

  7. Setup > Company > General Preferences > Custom Preferences

  8. FlowAP General Setup > open the record selected

    image-20240425-191648.pngImage Added

  9. Take note of the value for XML FOLDER ID

    image-20240425-191810.pngImage Added

  10. Customization > Scripting > Script Deployments

  11. Script = [STA] FlowAP MR Convert Edoc to Flow

    image-20240423-063931.png

  12. Edit the Deployment

  13. Parameters >
    INBOUND E-DOCUMENT SAVED SEARCH = *search in #3
    E-DOCUMENTS XML FOLDER ID = *value in #7

  14. Save & Execute

    image-20240423-065200.png

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