Routing Documents Based on UDF Lookup Value

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:
  1. Knowledge of how to create a user defined field and mapping it to a document type (ENC or API)
  2. Knowledge of how to modify existing workflow routing to include a category routing
  3. Knowledge of how to setup routing categories

Microix Help Desk - How to route documents based on UDF Lookup Value - Knowledge base

Creation date: 9/28/2022 10:47 AM      Updated: 2/6/2024 4:14 PM
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