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kwilson_design
in reply to: WCrihfield

Hey @WCrihfield. I've answered your questions with blue text below.

 

  • You said your code was running when you save a document, right? Manually running it since I'm just testing, but this will move to an Event Trigger once ready for production.
  • Are you using the iLogic Event Triggers dialog, with that rule listed under one of its events to make that happen? 
    • If so, which event (Before Save Document or After Save Document)? Yes, I intend to use Before Save trigger so that user does not forget to run the rule manually.
  • Is this rule in a 'template' file? Currently just testing but yes the goal is to have this in the templates.
    • If it is in a template, then how are you creating new documents from it?
      • Open template, then using SaveAs
      • Or using New command, then choosing template, then Save (which acts like SaveAs the first time) New and then save.
Regards,
Kenny
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