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+--- Thread: Import Documents to contacts (/showthread.php?tid=1078)
Import Documents to contacts - rslemer - 05-06-2018
I wish import a lot of documents in my coreBOS. All document file needs will be relation to contacts.
How I can do that?
RE: Import Documents to contacts - rslemer - 05-08-2018
any ideia?
RE: Import Documents to contacts - joebordes - 05-11-2018
You are looking for this:
http://corebos.org/documentation/doku.php?id=en:extensions:extensions:massdocumentimport
RE: Import Documents to contacts - rslemer - 05-11-2018
Like this.
But all docs in a directory structure with a custom filed number
001
002
003
inside each folder, file name has a code and this code is a key in another custom table
I need read all directory
Found in CRM, a contact,
name of directory = custom filed created in contatcs
Founded from name of file, in another table to translate this code to a original name
Created a new document in coreBOS, related a contact and with a name rescued from this table
RE: Import Documents to contacts - joebordes - 05-11-2018
I'm sorry, I don't understand you but it is irrelevant. Right now we read the file name and expect this format:
recordidentifier_filename
recordidentifier must be the value in some field in the account or contact. If you need to modify that logic we can search on any field you want and you/we can adapt the code to search in any structure you want. The hard work is done, changing the logic to match your particular use case is "just work"
RE: Import Documents to contacts - rslemer - 05-11-2018
Yes,
I think the process has two parts
First is this process to identify each file
Second upload process automated, in coreBOS
I don't know how I can do second part ...
RE: Import Documents to contacts - joebordes - 05-11-2018
Use webservice: http://corebos.org/documentation/doku.php?id=en:devel:corebosws:docenhance_examples
RE: Import Documents to contacts - rslemer - 06-15-2018
You think is possible for me change a little this code for do I need ?
RE: Import Documents to contacts - joebordes - 06-16-2018
Yes, both with the massdocumentimport extension and with the webservice interface you can do what you are need to do.