2022.1

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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 page553 dialog.
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Metadata: Uses existing Metadata, generally the output of a "Execute Data
Mapping" on page582 or a "Retrieve Items" on page600 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582 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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Template Names: Select the appropriate template name from the list. Adding
templates is done from the Send to Workflow option in the Designer Module.
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Runtime Parameters: The runtime parameters defined in the selected template are
displayed and their values can be set here. (See Runtime parameters in the Online Help
Page 549