2022.2

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Delete the selected condition: Click to delete the currently selected con-
ditions in the list.
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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 par-
entheses.
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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 sort-
ing method, click on the [...] button at the right of the box to open the "Sort
Parameters" on page502 dialog.
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Metadata: Uses existing Metadata, generally the output of a "Execute Data Mapping" on
page524 or a "Retrieve Items" on page538 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524 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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