on 11-23-2015 8:24 PM
I am interested in setting a Formatted search to populate a header UDF when the document is created.
I have the query and FMS working when I create the document manually by triggering the FMS via the setting:
However this only seems to work when the document is created manually because the user has to change the cardcode from nothing to 'something' which triggers the FMS.
How can I get the FMS to trigger automatically at document generation? My goal is to have the UDF populate automatically from any document creation process, not just manual:
Is there a different field that I should set the Auto-refresh to trigger off of that would allow to work no matter the method of document creation?
Hi,
To trigger FMS, atleast one field need to be refreshed.
Thnaks
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Hi Jeni,
Try to change the auto refresh to doctotal and check...
Hope Helpful
Regards
Kennedy
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