AnsweredAssumed Answered

How to limit a Serial Number to a single folder?

Question asked by Mark Brockert on Jan 31, 2018
Latest reply on Jan 31, 2018 by Paul Wyndham

I have a folder that stores all file templates and the templates are maintained by their own "Template Workflow." I have a data card used for Office documents and PDFs that has a "Template" tab that shows the Template's number, revision, approvals, and effective date. This tab then helps to show what version of a template was used to create the documents. The issue I am having is that the serial number is generating new template numbers when Office docs or PDFs are manually added into the vault. I would like to limit this serial number to a single folder so that only new files in the template folder use the "Template" serial number.

 

 

-Mark

Outcomes