Jon Sproule OE Canada Inc. Content Management Consultant

Looking at the image below, is there anyway to automatically prepopulate the amount field using the index data? I don't want to use one click indexing, I'd like this to fill based on the predefined data. 

 

Thank you, Simon. I will take a look at this in more detail.

Thank you, Gilles. I'm working on something in the arithmetic expressions of an assign data workflow, but the commands are somewhat limited. I have viable visual basic code, but can't simplify it to the point that DocuWare can read it. Is there any other way to add the code?

Hi All,

I'm looking to auto assign a week value based on a user provided date. We're trying to assign a value between 1 and 52 based on a predetermined date range. For example, January 1 - 7 is week 1 and so on. Has anyone successfully implemented something like this before? I'm looking at a workflow with an arithmetic expression, but am not making any headway. Any feedback or advice would be greatly appreciated.

Resolved - Disregard

Resolved. Thank you.

Hello all,

I'm looking to create an overdue list. The idea is that everything that does not have a date stamp of today appears in the list. 

document stored > date field is store date > status set to "open" > anything with a store date earlier than today and a status of open appears in list

There doesn't appear to be a "today" option to simply say, anything before today. If anyone has any suggestions, I would greatly appreciate it.

Thank you, Tobias. I appreciate the response. I felt pretty confident about the workflow to combine data, now I just need to determine what can be exported to QuickBooks.

Hello community. I have a client that is using QuickBooks and is asking if we can use DocuWare to populate the memo filed within QuickBooks when the data is exported. Specifically, they want to combine two fields (the PO number, and the first column description) and have this populate the field. The end result would be 12345 - Inventory, for example. I suspect a workflow could be created to collate the appropriate text fields, but can this data then be part of the GL code data export? I realize this may not be as clear as intended, so please don't hesitate to ask for clarification. I appreciate any input you can share.

Thank you

Thank you, Simon. I appreciate your response. I wasn't sure if the system could send an email using index data as opposed to system user data. The rest of the explanation is pretty much exactly how I had planned to address this. Thanks for your help!