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How do I attach an approval template when a new document is attached or an attached document is edited?

  • August 21, 2020
  • 5 replies
  • 582 views

RCusick
Sidekick (Customer)
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I am new to IFS and I am trying to understand the process of attaching a specific approval template to an attachment area that will trigger the approval process when a document is first attached or an existing attached document is edited. 

 

Can anyone help? 

Best answer by Mathias Dahl

I think there are several questions in that sentence there… :) Do you know that you can connect/select a certain approval template to a specific document class? When doing that, every new document from that class will have the template added automatically.

With that in mind, could you perhaps rephrase your question, or elaborate in a bit more detail?

Thanks!

 

5 replies

Mathias Dahl
Superhero (Employee)
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  • Superhero (Employee)
  • Answer
  • September 8, 2020

I think there are several questions in that sentence there… :) Do you know that you can connect/select a certain approval template to a specific document class? When doing that, every new document from that class will have the template added automatically.

With that in mind, could you perhaps rephrase your question, or elaborate in a bit more detail?

Thanks!

 


RCusick
Sidekick (Customer)
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  • Author
  • Sidekick (Customer)
  • September 8, 2020

Sorry about the wording, but you answered my question. Thank You 


Mathias Dahl
Superhero (Employee)
Forum|alt.badge.img+32
  • Superhero (Employee)
  • September 8, 2020

Sorry about the wording, but you answered my question. Thank You 

Great! Thanks for replying back here.

 


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  • Sidekick (Customer)
  • October 2, 2024

Hi,

How to bind approval template to document class?


Forum|alt.badge.img+6
  • Sidekick (Customer)
  • October 2, 2024