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auto class select

amanda

is there a way to make a default class so when I pull over a document to M-files it auto fills the class with the Ap Invoice since I am in AP and am usually adding an AP invoice? If I needed different, I could change but the vast majority are Ap invoices.

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    If you have a view that displays AP invoices, you can drag-drop the files into this view and they should automatically get the correct class based on the view filters (Class = AP Invoice). That's probably the easiest way to achieve this.

    You can also take this further: if you set up a view that displays, for instance, AP invoices by supplier, you can have also the supplier automatically filled if you drag-drop the files into the supplier's invoice view.

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  • 0

    If you have a view that displays AP invoices, you can drag-drop the files into this view and they should automatically get the correct class based on the view filters (Class = AP Invoice). That's probably the easiest way to achieve this.

    You can also take this further: if you set up a view that displays, for instance, AP invoices by supplier, you can have also the supplier automatically filled if you drag-drop the files into the supplier's invoice view.

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