8.4

l Configuration Names:Select the appropriate data mapping configuration. Adding
configurations is done through the Send to Workflow option in the DataMapper Module.
l Open data model of selected configuration:Click to view the data model attached to the
configuration in the Data Mapper module, to verity that the right one is used. Only works for
configurations listed (will not work for "None"or "Dynamic"options).
l Filter:Retrieves records from the Connect Database. This is identical to using the Retrieve
Entities task.
l Filter type:Determines at which level to retrieve the records:
l Record:Retrieves one or more Records, whether or not they are part of a Record
Set. Output similar to the Create Record Set task.
l Record Set:Retrieves one or more Record Sets, including all their records. Output
similar to the Create Record Set task.
l Filter:
l Add a condition:Click to add a new condition line. This adds the line to the current
condition level, by default with an AND operator.
l Switch conditions:Click to swap two conditions on the same level, or two groups of
conditions.
l Delete the selected condition:Click to delete the currently selected conditions in
the list.
l Clear the rule: Click to delete all rules in the list. Note:This cannot be undone.
l
Import a rule:Click to open the Browse dialog and load a Rules file. This will load
its rules into the list.
l
Export the rule:Click to open a Save dialog and save the Rules file to disk.
l Rule Viewer:Displays a text-based view of the condition using operators and parentheses.
l Sort contents:Defines how records are sorted.
l 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
dialog.
l Metadata:Uses existing metadata, generally the output of a Create Record Set or a Retrieve
Entities task set to retrieve Records or Record Sets. This source has no options as it expects
valid metadata.
l 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 Create Record Set
task. Content Items are created automatically. When this source is selected, the Content
Creation tab is disabled.