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Creating a Distribution Rule
1. Go to Configure.
2. Select Document Select Form Types. Click on the icon to expand the Document Types options.
3. Select Edit Distribution Rules.
44. Ensure you are in the Distribution Rules Tab/
5. Select Add New.
56. Fill in the required information.
| Name | Enter the name of distribution |
|---|
| rule. |
| Description | Enter |
|---|
| the description of distribution |
| rule. |
| Owner | Who can edit the distribution rule. |
|---|---|
| Applicability | Select who this rule applies to. That is, who can see and use this distribution rule. |
| Show Exclusions | Toggle on Show Exclusions to see or add users / groups / companies etc that are excluded. |
| Apply to All Doc |
| Types | Toggle on if you want this distribution rule to apply to all documents. |
|---|---|
| Form Type | Choose the form types this rule will apply to. |
| Scope | Select when this rule or list is to be applied. The options |
are:
|
|
|
| |
| Action | Enter names of people (see below). |
|---|---|
| Info | Enter names of people (see below). |
| Exclude | Tick the checkbox "Exclude" to ensure that on Creation and Replies the user is not available in the address book. |
When you select a user to either Action or Info on your document, you must tick a checkbox. Options are:
- Enumerate - the item is expanded from a single "Group" entry into a list of the individual users in that group. This parameter is ignored if the code is 'PRIVATE' or an individual user.
- Preferred - the item is listed in a "preferred" section at the top of the address-book.
- Selected - addressees are pre-selected.
- Forced - addressees are pre-selected and may not be removed.
- Silent - addressees will not get an item on their ToDo notifications list. This might be used in CCs to ensure someone has access to documents, but they do not want a ToDo Notification every time those documents are created or edited.
Exclude - tick this box if you want to exclude this user from the rule.
User ID - choose the user you want to action.
Remove - Remove this user from the distribution rule/list.
Clicking on these arrows will move users up or down on the list of addressees.
6. Click Save.
| Note |
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For how to use distribution rules click here. |
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Changes to the distribution rules, lists, and workflows (adding, deleting, editing) are now logged and can be viewed via the history button.
Changes made to individual rules, lists, and workflows can be viewed by clicking on the history button for each of those items.
History Log for Classic Correspondence Workflows
| Warning |
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This is a retired feature. |
Changes to Correspondence workflows are now logged and can be viewed via the history button.
