a week ago
Calculate Document Inputs with Workflows
Document input values can now be calculated automatically based on values in other fields, using the same type of automation already available for other modules, such as Projects and Quotes.
- Calculate Document custom input values using expressions.
- Use Document data and approval-stage information to determine calculated values.
- Trigger Workflows when an external approver approves or declines a Document.
This reduces manual updates and helps keep Document information consistent with the approval process.
⚒️ Activation required by Archdesk Administrator. Document inputs and Workflow actions need to be configured.