Menu
Index

Routing Rules

 

Rules Based Routing allows users to send documents through a Workflow,

based on the field (index) values in that document. 

 
 
 
 
In the example below, AIM documents will be sent through the "salescontract" workflow only when AIM Document Types = "Signed Sales Contracts" have been coded using the "LargeCust" Routing Group.  That Routing Group specifies Customer Levels coded using Dropdown box "Customer Level" = over $1,000,000.
 
In this case, the field value is the AR Customer level over $1,000,000
 
 
Here's a sample of other Routing Fields available.  See the Section above on Routing Fields for even more options.
 
 

More Routing Rule Guidelines
 

 
 
 
 
 
The help manual was created with Dr.Explain