2.7.4.5.11. Routing Values Groups

 

 

Routing Value Groups can come from two different sources:

 

Routing Value Group:  Set up in AIM

• A distinct set of Routing Values that can be assigned to a Routing Rule using the

   Routing Rule Routing Value Groups Tab of the Routing Ruless Setup Window

 

Timberscan Approval Groups:  Set up in Timberscan. 

• A Routing Values Group is created for each TimberScan Approval Workflow using the Approval Criteria assigned to the TimberScan Approval Workflow. The Routing Values Group Name will be the Approval Workflow GroupID and the Approval Criteria assigned to the Approval Workflow will be the Routing Values assigned to the Routing Values Group.
   
• Any time a new TimberScan Approval Workflow is added via the TimberScan Approval Workflow window, a corresponding/matching Routing Values Group will be added in AIM. The TimberScan Approval Workflow GroupID will be used for the name of the AIM Routing Values Group.
   
• Note: Deleting a TimberScan Approval Workflow has no impact on its corresponding Routing Values Group
   
• You may add additional fields to any AIM Routing Value group originating from TimberScan Approval Criteria. However, keep in mind, ANY values added in AIM Routing Values do not flow back to Timberscan Approval Criteria.

 

 

Each Routing Value Group consists of a unique Name and a set of Values.

 

A given value may only be added to one Routing Value group. i.e. Employee 101 may only be in a single group. This mirrors Timberscan Approval Criteria Members where a given value, once assigned, may not be selected again

 

In the example below a Routing Values Group has been set up for "LargeCust"

 

 

Where "LargeCust" is defined as Customers with sales over $1,000,000.

 

 

 

 Defined in Timberscan AIM using a Custom Dropdown Field. 

 

 

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