Veröffentlicht Mon, 23 Sep 2019 14:15:40 GMT von Hugo SELLEM

I'm looking to change an index of a document automatically, and i'm having dificultes doing so. 

Exemple: When the quotation goes to arquive, the invoice with the same nº reference get is status modified with the name of the client on the quotation.

Start WF: When the "Status" of Document type "Quotation" change to "Arquived"

Matching = "Nº Reference" is igual on DocumentType =" Invoice" and Document Type = "Quotation",

Then index "Status" of Invoice will be igual to Index "Client" of the quotation.

Is it possible throught Autoindex "Based on armory datas" or it have to be exported to an external document then imported back?

Looking forward for your precious help.

Thank you.
Veröffentlicht Mon, 23 Sep 2019 14:16:41 GMT von Matthias Wieland DocuWare Europe GmbH Sr. Director Support EMEA
Dear Hugo SELLEM! It looks like the Community cannot answer your question. Thats why we have opened a Support Request with the Number SR-92943-G8Z0N for you. A Software Support Specialist will contact you directly to follow up. We will update this thread with the solution as soon as we have solved the Support Request. With Best Regards, DocuWare Support Team
Veröffentlicht Tue, 01 Oct 2019 15:06:20 GMT von Matthew Trembly Software Support Manager
If I understand correctly, then yes, AIX should perform this easily.  Essentially, set invoice status = select client name from quote where invoice ref = quote ref
Veröffentlicht Tue, 01 Oct 2019 15:44:35 GMT von Matthew Trembly Software Support Manager
Also, it looks like in DocuWare 7.2 you can finally update other file cabinet records instead of just the file cabinet records belonging to the BPW task.

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