Routing Rules

 

When a document routes through a particular route level it is evaluated against the rules that exist at that level. A rule acts like a trigger; if the criteria are met, an action request is sent to a particular user (or group of users).

Sometimes rules are established centrally. Rules may also be established by end-users.  Regardless of who adds a particular rule, the process is the same.

Rules are added by creating a new Rule document. This document must also route and be approved, just like any other document.

As mentioned in the previous Viewing Route Levels topic, you can use the Search link on the Rules QuickLinks screen to search for rules for a particular document and at a given level.

You can view the details of the rule that caused the document to route to a certain person or workgroup from the Route Log. To find this information, click show next to the Action Request in the Route Log.