2.7.2.4. Rules Based Routing

 

Rules-Based routing adds power to existing Admin workflows. 

Rules-Based routing cannot be performed using User workflows.

 

Composed of three components:

• A set of Document Types to which the rule applies

 

 

 

 

• A set of Routing Value Groups which contain fields and a set of values for those fields to which the rule applies. Think Timberscan Approval Group Criteria.  Example:  Vendor AC001 and  Job 10-001

 

 

 

 

• An Admin Workflow for the Rule

 

 

In Summary, the Document Types indicated WITH the field values indicated in the Routing Group will be sent through the above Workflow (Approval from PM01 and PM02) in Sequential Order if designated. 

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