ATC: SEQ TO user-list VIA m option(s) 

This command allows the due date and other options for routees to be set. It does not work with individual routees, but rather with all routees at a given sequence. You can base the route due date on either the current date or the document due date. It would therefore make sense to set the document due date first (ATC: DUE).

  • s is required. It specifies the sequence number to be affected. You can use * to mean “next Seq.”
  • [V2019+] TO or CC user-list is optional, but if used must be specified first.  Routes TO will be Pending, CC will be CC’d.  The user-list can be any of the following:
    • * indicates the current user.
    • name@domain.com is any specific email address or several addresses separated by semicolons (but no spaces).
    • Alias.field is any tablename.fieldname that contains a contact key or email address that identifies a user (for example, DocMeetingAttendee.UserKey or DocItem.ResponsibleParty).
    • $var is any variable defined through a previous ATC: SET or ATC: SETHTML command that contains an email address or addresses separated by a semicolon.
  • VIA m is optional, but if used, must be specified before the date option(s). VIA sets the route method. m can be
    • E  for email.
    • W for Spitfire Inbox.
  • option(s) is required and can be any combination of the following.  Options are applied in the order they are specified:
    • n indicates the number of days to add or subtract to the route due date. Use  (minus sign) to indicate number of days to subtract and use 0 (zero) to leave the date as is. n can include decimals (e.g., 3.5 for 3 and a half days).
    • DUE sets the route due date based on the document Due date.
    • NOW sets the route due date based on the current date.
    • DAY nth indicates that the route due date should be changed to the nth day of the month, advancing to the next month if needed. sfPMS figures our which month by first calculating the DUE n date and then the DAY nth day.
    • WEEKDAY indicates that if the resolved date (after all prior options are processed) falls on a Saturday or Sunday, the next Monday should be used.
    • AT h indicates the exact hour (time) for the route due date and, if used, must be specified as the last option. h is expressed in the 24-clock and can include decimals; for example, AT 15.5 means 3:30 PM.
    • [V2020+] FROM $variable sets the working date based on the value of a date variable.

Example

ATC: SEQ 100 CC DocMeetingAttendee.UserKey VIA E DUE -1

The above example means “make all the attendees listed at Seq 100 CC’d and via email and set the due date to one days before the document due date.”

ATC: SEQ 2 NOW 1

The above example means “set the Due date for Seq 2 to tomorrow.”

ATC: SEQ 2 NOW 1 WEEKDAY

The above example means “set the Due date for Seq 2 to tomorrow, unless tomorrow falls on a Saturday or Sunday, in which case set the date to the following Monday.”

ATC: SEQ 3 DUE -4

The above example means “set the due date for Seq 3 to four days before the document due date.”

ATC: SEQ * NOW 2 AT 11.5

The above example means “set the due date for the next Seq to two days from today at 11:30 a.m.”

ATC: SEQ 3 VIA E NOW AT 17

The above example means “set the route method for Seq 3 to email and set the due date to today at 5 p.m.”

ATC: SET $SourceDate = DocMasterDetail.SourceDate
ATC: SEQ 5 DUE FROM $SourceDate -1

The above example means “Set the variable $SourceDate to the document’s Source date then set the Due date on Seq 5 to one day prior to the Source date.”


Last updated: April 2, 2020 at 13:18 pm;  green text = new