KBA-01183: Extensions to Document Save Transaction; SaveCustomDocExtn RulesKBA-01183: Extensions to Document Save Transaction; SaveCustomDocExtn Rules

Question: How can I update other SQL data when a Spitfire document is saved? Can I inject complicated validations and business logic into the sfPMS data layer? Answer: Use the

KBA-01369: Overview of the SOVConfig RulesKBA-01369: Overview of the SOVConfig Rules

Overview: The SOVConfig rules allow configuration of certain Schedule of Values (SOV) workbook options. The SOVConfig rule group is found in the Rules Maintenance tool on the System Admin Dashboard.

KBA-01564: Overview of the PresetSearch RulesKBA-01564: Overview of the PresetSearch Rules

Overview: The PresetSearch rules define preset named Catalog searches for use in the system. See also KBA-01598. The PresetSearch rule group is found in the Rules Maintenance tool on the System

KBA-01153: Overview of the ProjectConfig RulesKBA-01153: Overview of the ProjectConfig Rules

Overview: The ProjectConfig rules specify options and characteristics for projects. The ProjectConfig rule group is found in the Rules Maintenance tool on the System Admin Dashboard. Each rule in the

KBA-01158: Overview of the DocItemConfig rulesKBA-01158: Overview of the DocItemConfig rules

Overview: The DocItemConfig rules specify options and characteristics for document Items as well as the defaults for the Get Existing Items dialog box. The DocItemConfig rule group is found in the Rules

KBA-01442: Overview of the Document Status Rule GroupsKBA-01442: Overview of the Document Status Rule Groups

Overview: The various “Document Status” rule groups help the system understand the purpose of the status codes associated with each Doc type.  The Document Status rule groups are DocApproved, DocPending, DocStatusIsClosed,

KBA-01517: Overview of the NextDocFlow rulesKBA-01517: Overview of the NextDocFlow rules

Overview: The NextDocFlow rules configure how the system responds to the Create Next command on the Document Options drop-down menu. The NextDocFlow rule group is found in the Rules Maintenance

KBA-01176: Overview of the BudgetConfig RulesKBA-01176: Overview of the BudgetConfig Rules

Overview: The BudgetConfig rules control various optional behaviors of budgeting. The BudgetConfig rule group is found in the Rules Maintenance tool on the System Admin Dashboard. Each rule in the

KBA-01536: The ProjectTeam Rules: Advanced Team MappingKBA-01536: The ProjectTeam Rules: Advanced Team Mapping

Overview: The ProjectTeam rules use mapping from ProjectConfig | BTMapxxx rules to automatically add contacts to a project team. The ProjectTeam rule group is found in the Rules Maintenance tool

KBA-01023: Overview of the ExcludeCommonChoices RulesKBA-01023: Overview of the ExcludeCommonChoices Rules

Overview: The ExcludeCommonChoices rules indicate the Code set plus Doc type combinations that exclude common choices/items from lists. (See also KBA-01077.) The ExcludeCommonChoices rule group is found in the Rules