Question: How can I automatically remove a document from a user inbox when the document is closed? How can I automatically change the document route when the document status is set to
Question: How can I automatically remove a document from a user inbox when the document is closed? How can I automatically change the document route when the document status is set to
Overview: The WhenDocClosed rules control behavior of documents when they are closed by document status. The WhenDocClosed rule group is found in the Rules Maintenance tool on the System Admin
Overview: The NextDocStatus rules specify which status codes can be chosen next for a given status code plus Doc type combination. The NextDocStatus rule group is found in the Rules
Overview: The RouteResponseIsYes rules specify the route response codes that indicate an affirmative response. These rules are used to have the system understand the purpose and usage of Route Response
Overview: The ComplianceConfig (formerly ComplianceNotificationText) rules provide the text for the introduction, notification and action paragraphs on the Compliance Notification document, as well as provide other configurations for compliance tracking.
Overview: The ProjectKPIFormulas rules define computations for the Key Performance Indicators (KPI) part of the Project Dashboard. These are advanced rules. Computed fields might be used to display a value
Question: How do I make some Contacts private so they are not visible in a lookup? Answer: You can make specific Contacts private through the Contacts view on the Contacts
Overview: The LienWaiverTemplate rules control the lien waiver template file (Microsoft Word file) that is applied when a Commitment/Subcontract is Committed. The hierarch of specific rules is Project, Customer, Vendor, common.
Overview: The ItemBudgetRevenue rules control the revenue entry on the Budget Entry for a Change Item. The rules are the codes for the TaskCostType code set (as defined in the