Using automated part rules
Once created, you can apply automated part rules to individual records, folders or Record Types. For this functionality to be available, the feature Record Parts must be selected in the System Options Features page.
- To apply an automated part rule to a record, right-click the record and select Administrative Tools - Assign Part Rule.
The Assign Automated New Part Creation Rule dialogue box appears.
- Either type in the automated part rule you want to assign or use KwikSelect to select from the list
- Click OK
See Record Type Numbering page for details about assigning rules to Record Types.