KBA-01177: Overview of the RouteWhenStatus Rules
Question: How can I automatically remove a document from a user inbox when the document is closed? How can I automatically…
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Rules
KBA-01386: Overview of the WhenDocClosed rules
Overview: The WhenDocClosed rules control behavior of documents when they are closed by document status. The WhenDocClosed rule group is…
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KBA-01118: Overview of the NextDocStatus Rules
Overview: The NextDocStatus rules specify which status codes can be chosen next for a given status code plus Doc type…
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KBA-01518: Overview of the RouteResponseIsYes Rules
Overview: The RouteResponseIsYes rules specify the route response codes that indicate an affirmative response. These rules are used to have…
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KBA-01192: Overview of the CustomerBlock rules
Overview: The CustomerBlock rules provide a warning or blocking message based on customer status. If the customer’s status matches one…
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KBA-01200: Overview of the ComplianceConfig Rules
Overview: The ComplianceConfig (formerly ComplianceNotificationText) rules provide the text for the introduction, notification and action paragraphs on the Compliance Notification…
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KBA-01228: Overview of the ProjectKPIFormulas Rule; KPI Formulas
Overview: The ProjectKPIFormulas rules define computations for the Key Performance Indicators (KPI) part of the Project Dashboard. These are advanced…
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KBA-01116: Public and Private Contacts; the PrivateContact Rules
Question: How do I make some Contacts private so they are not visible in a lookup? Answer: You can make…
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KBA-01184: Overview of the LienWaiverTemplate Rules
Overview: The LienWaiverTemplate rules control the lien waiver template file (Microsoft Word file) that is applied when a Commitment/Subcontract is Committed….
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KBA-01189: Overview of the ItemBudgetRevenue Rules
Overview: The ItemBudgetRevenue rules control the revenue entry on the Budget Entry for a Change Item. The rules are the…
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