Epicor Function Examples: Update a Table, Call It, Schedule It

How to build, call and schedule a function

1. 1Create a library in Epicor Functions Maintenance and add a function with a clear name such as UpdateJobNote.
2. 2Define input parameters (for example JobNum as string, Note as string) and output parameters (for example Result as string).
3. 3In the designer, add a widget that reads or updates data: call a business object method for supported updates, or use the data widgets for queries.
4. 4Add a Condition and error handling so a missing record returns a meaningful result instead of an exception.
5. 5Save and enable the function and set security so only the right users or integration account may call it.
6. 6Call it from a BPM with a Call Function widget, from Application Studio with a function call action, or from outside with REST.
7. 7For recurring work, trigger it from a scheduler that calls the REST endpoint, or use the scheduling capability your release provides.
8. 8Log the outcome and test with sample input before enabling the schedule.

Calling a function

POST https://yourserver/yourinstance/api/v2/efx/COMPANY/MyLib/UpdateJobNote
Content-Type: application/json

{ "jobNum": "J0001", "note": "Rush" }

Common pitfalls

• !Updating tables with raw SQL and bypassing validation and BPM.
• !Using a personal account's credentials for a scheduled call instead of a service account.
• !Creating a function that is not idempotent and then scheduling it.
• !Forgetting to set library security, leaving update functions callable by too many users.
• !Hardcoding company or site IDs rather than passing them in.