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Status Future consideration
Workspace Workflow
Created by Guest
Created on Mar 10, 2023

Support Space Metadata Values in Distribution Matrix

As a workflow designer I want to be able to determine routing in a distribution matrix based upon Space metadata values.

Notes
  1. The current work-around of copying space metadata into document metadata fields adds complexity to the processes with an otherwise unnecessary step.

Examples
  • If the contract type = CCCC and the document role = RRRR then distribute to UUUU for 10 days.

Practical use of functionality?

Supports contracts with different due dates per recipient.

What is the impact of not doing this?

We have to use a work around that copies a value from the space to the document which adds steps to the process and metadata to the document.