How to create a rule

Go to Setup > Routing rules.

Click the NEW RULE button and fill in the fields in the window:

Fields with (*) are mandatory.

• Name (*) and Description: Enter a name and a description for your rule.
• Category: This field contains the list of Categories created. Categories are labels associated with one or more rules to group them. Example: a category called INVOICE can be created for all rules relevant to invoices and accounting. Then, when configuring the Rule, you can specify that only rules of category INVOICE must be applied.
• Delete source file: For each rule, you can specify whether the original file that triggered the rule processing should be deleted. Deletion occurs after processing is successfully completed. Default: OFF.
• Copy Source File to workarea: Some actions may change the content of the file (e.g. character set or EOL conversion, encryption). These actions can be applied to the original file that triggered the contract, or to a copy of the original file. Default: ON.
  
  

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  Warning:

  In case of error during the execution of the workflow, actions that have already been executed cannot be undone. So, if the rule is not completed successfully but some actions have been applied to the original file, this file will be partially processed and cannot be used for a new execution of this rule. By leaving the default Copy Source File to workarea, all actions will be applied to the copied file and the original file will not be affected. Obviously, big files will take time to be copied and disk space will be needed, so this decision must be carefully considered.

• Status: This option enables the rule to be used. When set to ON, the rule is active, when set to OFF, the rule is inactive. Default: ON.
• Metadata * / Add Metadata: Define the metadata values to filter the files to which the rule will be applied. The defined filters are in AND, so the more filters are defined, the more selective the rule will be. See Adding Metadata for a description of the Metadata values.
• Start Date, End Date: To be operational, the rule must have a Start Date. It may not have an End Date – in this case it will be valid for ever.
  Warning: If it does not have a Start Date, the rule cannot be applied or used.
• Set priority: If data in a file satisfies 2 different rules, one rule can have priority over the other. This priority overwrites the priority defined for the Category.