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1. Create the new form which you want the Distribution Rule to apply and click on the action or info buttons to bring up the Select Addressee window.
2. On the right of the Select Addressee window there is a Distribution List drop down menu. Click on this and select the Create a Distribution List option. This will bring up the Create Distribution Rule window.
3. You are now able to enter all the required parameters for your distribution rule.
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Title - type a meaningful title.
Type - Rule or List.
Owner - who is the owner.
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Apply to All Doctype - if you want this rule/list to apply to all documents tick the box. Otherwise, you can select which forms you want this rule/list to apply to.
Scope - When do you want this rule to apply.
4. Now select who the users are that will be addressed on this distribution rule/list.
Exclude - tick this box if you want to exclude this user from the rule.
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6. You can access the configuration of the distribution rule through the Select Addressee window.
To Use a Distribution Rule / List
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When selected the users on this list will be addressed on your form.
If a Distribution Rule is set up on a form to which you have access, as soon as you create a new form the users on the rule will be automatically addressed.
If a user is forced you cannot remove them and if you try you will receive a message.
To Edit a Distribution List
1. Click on the Project Tools icon and then Contact Details
2. Scroll down to just below the notifications section and click on Edit Distribution Rules.
3. A window will display all rules, lists and workflows that are accessible or editable by you.
Click on Distribution Lists and then Edit.
4. Edit the Distribution List as required and click on save.
