KBA-01570: qAlias for Daily Field Reports
Summary: sfPMS includes a procedure that gathers PTD and MTD information handy for daily field reports based upon the Doc…
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Tag Archive: Rules
KBA-01561: Cannot approve CCO with negative line amount if line would become overpaid
Question: When trying to approve a CCO, the approval was blocked and the following message appeared: Cannot approve: Line 0002…
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KBA-01549: Client Side Calculations for Custom Document
Question: How do I set up a custom document to have item detail calculations like a PCO or SCO? Why…
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KBA-01422: How does the DocTypeConfig | AutoReroute rule work?
Question: The DocTypeConfig rule group (found on the Rules Maintenance tool on the System Admin Dashboard) includes an AutoReroute rule. How…
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KBA-01531: Setup for Unsolicited Inbound Email
Purpose & Scope: sfPMS can process all email that is sent to your site‘s email address. For the most effective…
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KBA-01452: How can I configure the View and Edit icons that open files in native applications installed on my computer?
Purpose & Scope: One of the coolest features of sfPMS is the ability to edit files stored in the catalog directly…
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KBA-01397: Automatic Budget Revisions for Commitments and CCOs
Question: How does a Commitment or a Commitment Change Order (CCO) update the budget? Answer: When appropriate, the Commitment and…
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KBA-01498: Submittal document opens the full width of the screen. How do I change it?
Problem: Most documents in Spitfire open to approximately 1/2 of the screen width, but the Submittal document fills the whole…
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KBA-01116: Public and Private Contacts; the PrivateContact Rules
Question: How do I make some Contacts private so they are not visible in a lookup? Answer: You can make…
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KBA-01077: Customizing Code List Filters
Question: How can I control the choices in drop-down lists (i.e., pick lists), or reuse codes from one Doc type…
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