Extend Document Relationships to filter/exclude by Content Type

2 votes

Document Relationships is a feature that allows documents to pass between different system records, for example Orders created from a Contract can automatically take the documents from the Contract. Currently this is an "all or nothing" approach, in that you can either turn it on or off, taking all documents or taking no documents.

By adding setup fields to either the Mapping or Document Library section this can be extended to allow a choice by Content Type, making it much more flexible.

Meaning when looking at a Contract which is a historic record that could have hundreds of outdated files attached, only the relevant documents need to be passed via Document Relationships to created records.

When converting a Quote into a Contract, only the signed agreement can be chosen to be taken against the created Contract, there's a lot of examples where this would prove useful.

Under consideration Suggested by: Will Bannerman-Jones Upvoted: 25 May, '23 Comments: 0

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