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Question

Question

Connector Fields Not Staying in Application

asked on December 6, 2022

I'm using Laserfiche Connector to populate a 3rd Party Finance Software from a Metadata Template. When entering data manually, a user tabs through the fields, entering the data. The software will not allow the user to skip a field. And several fields trigger a background process. For example, entering the Vendor Number will run a lookup which populates a Read Only field of the Vendor Name. Entering the Invoice Date will run a calculation that determines the Due Date, and that field is populated. 

When trying to mass fill these fields through connector, the process errors out, stating required fields are being skipped. Even just trying to fill the first field, the Vendor Number, will fill the Vendor Number field, but not run the lookup to populate the Vendor Name. If you manually click into the Software to tab to the next field, the Vendor Number that was entered will be erased, and the "Required Fields" error will display. 

Has anyone run into a similar issue before with trying to use Connector on an application that has processes running in the background? Or had the issue where connector can populate a field, but the data will not stay? Is there an alteration to the XML Profile which can accommodate this?

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Replies

replied on December 6, 2022

Hi Christopher,

The behavior depends on the implementation of your Finance Software. As Connector successfully populates the fields but doesn't trigger the background lookup, try to press the key 'ENTER' to see if the populated value is accepted.

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