We have an in-house application that we'd like to do very basic integration with Worksite but we're having trouble getting started. Ideally we'd right click on the document in Outlook, goto Applications and pick our app. It would then checkout the document and when we're done check the document back in with the option of creating a new version. It seems like that'd be simple, but we're not having any luck. The app is written in vb.net. Do we need to make our application a Primary app (in App Setup in dbAdmin) or order to get it to work?Thanks!
It would seem like we'd use checkout to get the document and then checkin when we're done. When we launch the application via Outlook and the applications submenu, it shows a dialog to Open, View, or Import and it seems that it then wants to open a report document when our application is done. But all I want to do is be able to integrate the program with Outlook and pass the doc # and version to our program and our program checks in and out the document. Is this possible? Before we spend time getting the checkout and in working (which we mostly have) we wanted to make sure it would integrate properly.Thanks for the help!
I added the application via the "App Setup" area of DBAdmin and then when I right click on a document inside of Outlook and choose "Applications" it lists the application I added via App Setup. If I click on the application it opens a new window that asks if I want to Open, View, or Import and when it completes it tries to open a "report" file. What I would like is to be able to right click and choose our in house application, have it check the document out, let our program do its things, and then when the user closes the program it does a check in (prompting to replace original, new version, or new document). Does that make sense?