File in MCS
Attaches the email or its documents to a record in MCS, so your staff can see them there.
Where it goes: once the record is known, usually after Create in MCS or a lookup.
How it works
The file goes into a custom field of the chosen MCS record. A custom field holds one file, so several documents are sent as one zip file. The original email is filed as an .eml file named after the work item reference.
The record must come from MCS or a person: a record just created, one found by a lookup, or one a person corrected. A record number read from the email is never used, so nobody can put a file on someone else's record.
Settings
| Setting | What it is |
|---|---|
| The MCS record | The field holding the MCS record, such as the invoice just created |
| MCS custom field to attach to | The name of the record's custom field in MCS, or its ID |
| What to attach | The original email (default). The main document. All documents. A document from a field |
What can happen
| What happened | What happens next |
|---|---|
| Filed | Carries on |
| The record number came from the email | Goes to a person: "The record number came from the email, so it was not used" |
| MCS refused it | Goes to a person |
| Waiting for MCS | Waits |
Use it for
- Supplier invoices: keep the original email with the invoice in MCS.
- Customer requests: keep the customer's email on the contract.
- Orders: keep the customer's purchase order on the record created from it.