KBA-01661: Overview of the CodeSetRedirect Rule Group

Overview:

The CodeSetRedirect rule group indicates the code set plus Doc type combinations that should be redirected to another Doc type.

The CodeSetRedirect rule group is found in the Rules Maintenance tool on the System Admin Dashboard. Each rule in the group consists of a rule name, a filter value and a result value.


Filter Values:

Any Doc type

The CodeSetRedirect rules accept a Doc type (as defined in the Doc Types tool and appearing on the filter drop-down) as the filter value.


Result Values:

Any Doc type

The CodeSetRedirect  rules accept any Doc type (as defined in the Doc Types tool and appearing on the result drop-down) as the result value.


Rules:

DateList

Specifies (in the result value) the Doc type that should use the Date types (defined in the Date Types tool) of the filter Doc type. For example, the Date types will be redirected from the filter Doc type (Bid) to the result Doc type (Project Setup).

KBA01661_01

DocReference

Specifies (in the result value) the Doc type that should use the References (defined in the Reference tool) of the filter Doc type. In other words, the References will be redirected from the filter Doc type to the result Doc type.

KBA01661_02

Any Code set

Specifies (in the result value) the Doc type that should use the codes in the indicated code set (as defined in the Code Maintenance tool) from the filter Doc type.

KBA01661_03


Additional Comments:

Remember that rules are cached. Open documents will not show your changes, but they will appear on new documents.


KBA-01661; Last updated: September 19, 2017 at 9:08 am;