The Categories tab

Categories are labels associated with one or more rules to group them.

The category associated with a rule can be used to:

1. Group rules, i.e. define a subset of rules to be used by a given instance of file routing. By configuring the "categoryRule" parameter in the contract, the file routing instance that is started will use only those rules that have the configured category as their category.
2. Assign the same priority to a set of rules.

The Categories tab lists all the categories created. It also allows you to create a New Category.

The Filters panel allows you to search Categories by:

• Category Name: enter the name of the Category you are searching, and press Enter on your keyboard or the Apply button. The edit box is case insensitive. The search can be run even if you enter one single character – letter or number. Boolean searches are not supported.
• Category Priority: enter the number assigned to the priority you are looking for and click the APPLY button to run the search.

For 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.

To create a Category, click the NEW CATEGORY button and enter the Name, Description and Priority. The Priority will be assigned to all rules of the same Category. This priority will be overwritten by the Priority set when creating a rule – see section How to create a Rule > Set priority.

Categories will then appear in the New Rule window.