Question: If a customer is inactive or on credit hold, how can I alert users when they are opening a new project? Answer: Spitfire provides a CustomerBlock rule that will
Summary: The template engine checks the WordTemplateConfig rule group for rule entries in the form table:ParentList. These entries define temporary (dynamic) parent relationships. One table can be the parent of another
Question: What rules does Spitfire look at when a document is first created? Answer: Lots! In the DocTypeConfig rule group: AutoAttach* AutoReroute DueInDays FiscalPeriod ManualDocNo Probability ProjectDateTarget Priority Subtype TemplateType UsesSubcontract In