Overview: The DocTypeConfig rules specify options and characteristics for documents by Doc types. The DocTypeConfig rule group is found in the Rules Maintenance tool on the System Admin Dashboard. Each
KBA-01391: Overview of the RouteConfig RulesKBA-01391: Overview of the RouteConfig Rules
Overview: The RouteConfig rules allow configuration of routing options. The RouteConfig rule group is found in the Rules Maintenance tool on the System Admin Dashboard. Each rule in a rule
KBA-01323: Overview of the WordTemplateConfig RulesKBA-01323: Overview of the WordTemplateConfig Rules
Overview: The WordTemplateConfig rules configure and extend the data available to bookmark templates in Microsoft Word. The WordTemplateConfig rule group is found in the Rules Maintenance tool on the System
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