Initial Route

This entry is part 11 of 27 in the series Focus Guide - Routes

Users with proper permission can create predefined routes based on Doc Types and other conditions. If you create a document that has no applicable predefined route, the route first appearing under the Route Detail tab lists only you. An initial route looks like this.

On the other hand, if an applicable predefined route exists for the Doc Type, when you save the document the Route Detail will list you as Seq 1 followed by the routees from the predefined route. When a new document is first saved, sfPMS analyzes all the predefined routes that might apply to your new document. The route with the most complex set of conditions is evaluated first and then the next and next until sfPMS finds a match. The initial route might look like this.

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