I am interested in setting a Formatted search to populate a header UDF when the document is created.
I have the query and FMS working when I create the document manually by triggering the FMS via the setting:
- Auto-refresh when field changes
- field selected is 'Customer Cardcode'
However this only seems to work when the document is created manually because the user has to change the cardcode from nothing to 'something' which triggers the FMS.
How can I get the FMS to trigger automatically at document generation? My goal is to have the UDF populate automatically from any document creation process, not just manual:
- 'Copy to -> ' - doesn't work
- When creating the document using the Document Generation Wizard - doesn't work
- Manually creating the document - working
Is there a different field that I should set the Auto-refresh to trigger off of that would allow to work no matter the method of document creation?