How to correctly set an autocomplete rule on Documents Records
We have a document type that the employees need to submit for each calendar month. This document can be submitted in self service, by HR representatives or by admins on behalf of the employees.
There is an approval flow for this document type: upon submission, the document record goes for approval to the employees’ line manager.
We also have a date validation rule applicable for self-service transactions which restricts the creation or editing of this type of document for previous months after the 12th of the current month. The validation was set up with autocomplete rules (Object Validation Rule Type on Document Records Business Object). Please see attached the autocomplete rule conditions.