Re: Trouble with getting Automated Part rule to work (6.2.5)
Excuse the pun but 'events' have overtaken me on this, I now work somewhere else and have a hazy recollection of this. We did get it working to a fashion (I think your second point was the key factor), but there were a couple of 'gotchas' with it which limited its usefulness.
Firstly you really need to have the system option set to prevent users putting documents on closed files. (This isn't practical in a environment where you are still migrating documents from the file system, as they need to go on the file that relates to the time period for that document) If you have 'warn' then it only helps the users that bother to read the message!
Secondly, the part rule on numbers of documents only refers to the container itself and not the combined total of the containers and subcontainers. So if you have a limit to 100 on a file, that could be just 100 documents, or 90 documents and 10 sub folders (each with multiple documents) or 10 documents and 90 subfolders each with multiple documents.