How to route documents based on UDF Lookup Value
Creation date: 4/26/2018 12:52 PM
Updated: 10/2/2024 1:51 PM
The following example shows how to setup a category routing based on a UDF value “Blanket PO”
Pre-requisites:
Pre-requisites:
- Knowledge of how to create a user defined field and mapping it to a document type (ENC or API)
- Knowledge of how to modify existing workflow routing to include a category routing
- Knowledge of how to setup routing categories
- Create user defined lookup value (UDF) that will be later used to setup routing process for documents. (Note: UDF must be mapped to ENC document type)
- Create Workflow Category Routing for the user defined value
- Modify Workflow routing to include UDF routing for “Blanket PO”
- Validate setup by creating a document with the UDF value =”Blanket PO” and verify it routes correctly.
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