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

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