I'm testing this software for a couple of days now. I'm almost done testing but I have a problem with the feature "update existing". Here is what I'm doing:
1- creating a contract
2- creating projects (many)
3- creating budget for every projects
This is working just awesomely. My problem is: A project has to be created with status "estimate" when I want to have it "open". But GP doesn't allow to have something else than "estimate" on creation. So I thought I could run the map twice and the second time, I could change to update to "open".
Of course, this is not working failing cuz of "duplicate contract" or "duplicate project number" even if the check box "update exising" is checked.
In fact, every try I did failed with this feature. Could someone teach me the proper way to use the update option? It could be a very useful and valuable feature… if only I found the way to use it without those "duplicate" errors. 🙁
Once you check the box to "update existing" save the map. open the map again and double click the mapping and on your destination columns look for the entry called "Update If Exists" and make sure that is it set to TRUE.
Not every object in eConnect has the capability to update existing data. It depends on the development team at Microsoft. If there is no "Update If Exists" column in the destination for the node then the base business logic does not allow an update to existing data.
The option would be to write a Task on Document Success in Smart Connect to update the record using SQL or C#/VB.NET.
Thanks for your replies.
So no, all stuff I've tested so far, I never have this column appearing. If one of you could tell me an example of a working update (customers, adress, anything I could actually test to make sure I'm doing it right?). Would be appreciated.
Else, I was looking at C# Lorren. But where do you write your tasks? All I found is this "additionnal column".
EDIT: Nevermind, I found it. Totally never seen this feature. How blind I am!!! 🙂 I'll dig further on this, could actually be very useful to solve many problems.
Gonna keep trying. I WANT to see this "update existing" feature working! But so far, SmartConnect looks great and a very interesting product for us.
Many thanks guys for your help. Much appreciated! 🙂
If you would like to submit an answer or comment, please sign in to the eOne portal.