Is there a way to create a template so that it will automatically create a relationship to another document based on attribute?
So the first two POs would create relationships from the contract document to themselves when they were created based on their contract no attribute. The third one would do the same but the fourth one wouldn’t create a relationship since it didn’t have a contract no attribute.
Is this possible? Thanks for your help.
IHi Alex, it can be done if the template refers to the same document each time. If not, you will either have more than one template. Or you can use WO to do this. Please let me know if it will always have the same relationship.
The document class template ( PO Purchase Order) would refer the Document Class (Contract ) every time. Is this what you meant? Thanks for your help.
Hi Alex, the best is to create a template with a work order where the steps are automated. please refer to https://communities.bentley.com/products/assetwise/assetwise_platform/m/mediagallery/258543
Designing the Workflow.pptx
Are you saying it is not possible to automate a PO document template that will create when the document is created will automatically create a relationship to a contract document based on an attribute?
We have a customization that will create a queue job to automatically create a document based on fields in a middle table. I am not sure if it will create a queue job if you send it the info for a workflow template instead of a document template.
Hi Alex, I am sure that you can automate the PO document template and will have to get PS to assist you with this. Could you please log a SR so we can take this further.
SR #7000742205 : Not possible with OOTB. This is a customization and have to create an Event Handler which is only be possible with Professional Services Team.
Answer Verified By: Carma De Villiers