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FlowAP Update > Migrating Inbound E-documents to FlowAP Documents

FlowAP Update > Migrating Inbound E-documents to FlowAP Documents

 

 Instructions

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

    image-20240423-064444.png

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

    image-20240613-075122.png

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

  4. Save AS

  5. Setup > Company > General Preferences > Custom Preferences

  6. FlowAP General Setup > open the record selected

     

  7. Take note of the value for XML FOLDER ID

  8. Customization > Scripting > Script Deployments

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

  10. Edit the Deployment

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

  12. Save & Execute

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