Generate new documents based on document type syntax

As an Engineering I would like to create new Project and Generic documents based on the document number syntax. We configured the document number sequence in Meridian Cloud configuration and applies it for Facility, Project and Generic Document types.

  • Guest
  • May 2 2019
  • Shipped
Meridian Cloud
  • Attach files
  • Admin
    Arjen Bos commented
    November 12, 2019 13:18

    Implemented as part of 2019.Q3.Cloud

    Attachments Open full size
  • Chris Tsangarides commented
    June 25, 2019 21:56

    Thank you again for your suggestion.

    Can you help us with some clarification?

    In the current release of Meridian Cloud, users are able to create documents from templates. Is this what the idea requests?

    Also, what is meant by ‘syntax’ in the title?

    Doe that mean with a certain naming convention for the newly created document?

    Chris Tsangarides
    Product Manager
    Accruent

    Attachments Open full size
  • Chris Tsangarides commented
    May 23, 2019 21:24

    Thank you for your suggestion.


    Development is currently reviewing your idea. Stay tuned for updates.


    Chris Tsangarides
    Product Manager
    Accruent

    Attachments Open full size
  • jan wulfenberg commented
    May 14, 2019 10:29

    We need to import a lot of generic documents in Meridian Power

    Attachments Open full size

Related ideas