I'm trying to figure out the best way to update field values from an external db? Here's what we're trying to do:
Customer has a Case Mgmt System that they use, and in that system, there is a unique ID set for a person. However, there may be times that the person doesn't yet have their SSN in the system or their name is spelled wrong, etc. They'd like to be able to have Laserfiche field values updated as this information is changed in their Case Mgmt System. I know I can create a WF, but it seems like it would be resource intensive to do a query daily and update ALL docs and Folders. I know I can schedule it to run on a Saturday so it doesn't impact workers...but my question is there a better way to do this or a better way to write my WF that will Query ONLY and UPDATE ONLY those records that have changed in the Case Mgmt System...so we're not updating field values for documents in Laserfiche that have not changed??