This support KB article will show the following example on how to setup a category routing based on a UDF value “Blanket PO”
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
Microix
Help Desk - How to route documents based on UDF Lookup Value - Knowledge base
Microix Inc. - Confidential/Subject to Change
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