(Document Automation) Default Rule Set

Note: In the cloud environment, this value is provided automatically. You should not change it unless advised by Infor.

Specify the Infor CPQ Document Automation rule set that is used to configure documents when the Generate Document button is clicked (or the Actions > Generate Document option is selected) on certain forms. The list of available rule sets is based on the specified (Document Automation) Application ID and (Document Automation) Name Space.

If no default rule set is specified here, the Configuration Rule Sets form is displayed when users click the Generate Document button, and users must select a rule set before continuing with document generation in Infor CPQ.

For more information, see Setting Up the Document Automation Interface.