KBA-01371: Single Instance Doc Types
Question: Why can‘t I create a second Budget document before I approve the current one? Answer: Since budget revisions, forecasts…
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Tag Archive: Rules
KBA-01415: Changing the default Incl for file types
Question: When I attach files to a Spitfire document, I notice that some files say Native on the Incl column, but I…
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KBA-01357: Disabling Automatic Budget Revisions for Project Change Orders
Question: Can I disable automatic budget revisions created for project Change Orders? Answer: Of course! Open the Rules Maintenance Tool…
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KBA-01245: Routing Catalog Files
Question: How can I route files in the catalog for approval? Answer: On the System Admin Dashboard Use the Doc…
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KBA-01107: Adding Custom Alert Types
Question: How do I create a custom Alert Type? Answer: Adding a custom alert is an advanced administrative task that…
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KBA-01058: Using the DocTypeConfig Rule to establish default priority for documents
Question: How do I set the default priority for a new document? Answer: The default Priority assigned to new documents…
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KBA-01360: Automatically Assigning Microsoft Dynamics SL WKCC codes to Costs Codes
Question: In Microsoft Dynamics SL, I need to assign specific Workers Comp codes to specific Cost Codes whenever that Cost…
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KBA-01310: Using Segment to filter Subsegment
Problem: How can I limit the selection options in Subsegment when I select an option in Segment? Solution: The Segment…
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