Copying Addr and Incl/Excl Tab Info to New Documents

Question:

When I copy a document (using the Copy Doc option), I am able to indicate if I want to copy the document’s Items and Route.  Is there a way I can also copy the rows from the Addr and Incl/Excl tabs?

Answer:

While the Copy Doc dialog does not allow you to copy the Addr and Incl/Excl tabs on a document by document basis, certain DocCopyConfig rules do allow you to always copy the Addr and Incl/Excl tabs on specific Doc types.

Copy Doc Option

The Copy Doc option allows you to select whether Items and the Route on a document should be copied, and also whether attachments in the original document should also be attached to the copied document.

DocCopyConfig Rules:

• AddrFilter

  • Use the AddrFilter rule with a result value of TRUE to indicate that rows from all of the Address types on the Addr tab should be copied whenever a document of the specified Doc type is copied.
    
  • You can also use Boolean expressions that reference fields in the xsfDocAddr table in order to be more specific about which Address types should be copied. For example, to copy only Site addresses (which are identified through the code S in the AddrType code set), enter AddrType=’S’ as the result value:
    

• IXFilter

  • Use the IXFilter rule with a result value of TRUE to indicate that all rows in the Incl/Excl tab should be copied whenever a document of the specified Doc type is copied:
    
  • You can also use Boolean expressions that reference fields in the xsfInclusion table in order to be more specific about which Incl/Excl types should be copied. For example, to copy only exclusions and legal attachments (which are identified through the codes E and A in the InclusionType code set), enter InclusionType in (‘E’, ‘A’) as the result value.