2019.1

Table Of Contents
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Clear the rule: Click to delete all rules in the list. Note: This cannot be
undone.
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Import a rule: Click to open the Browse dialog and load a Rules file.
This will load its rules into the list.
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Export the rule: Click to open a Save dialog and save the Rules file to
disk.
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Rule Viewer: Displays a text-based view of the condition using operators and
parentheses.
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Sort contents: Defines how records are sorted.
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Sort items based on: Displays the current sorting method. To modify
the sorting method, click on the [...] button at the right of the box to open
the "Sort Parameters" on page530 dialog.
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Metadata: Uses existing Metadata, generally the output of a "Execute Data
Mapping" on page555 or a "Retrieve Items" on page567 task set to retrieve
Records or Record Sets. This source has no options as it expects valid Metadata.
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PDF/VT with Content Creation: Expects a PDF/VT file as an input and executes
basic data mapping on the file. This is the same as using the passthrough option in
the "Execute Data Mapping" on page555 task. Content Items are created
automatically. When this source is selected, the Content Creation tab is disabled.
Note
Once the All In One plugin has been executed with this option selected, any
task that attempts to access records in the database will fail.
Content Creation Tab
The Content Creation step generates Content Items either by merging a Record Set with a
Template, or by processing a PDF/VT file into individual content items.
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Template: Select the appropriate template or option to execute it:
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"None": Select to skip Content Creation completely.
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"%o": Select to use a dynamic template name. Click on %o to change the
expression that determines the name of the template to use.
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