8.7

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.
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 tab generates Content Items either by merging a Record Set with a
Template, or by processing a PDF/VTfile into individual content items.
l Template:Select the appropriate template or option to execute it:
l "None"filename:Select to skip Content Creation completely.
l "%o":Select to use a dynamic template name. Click on %o to change the
expression that determines the name of the template to use.
l Template Names:Select the appropriate template name from the list. Adding
templates is done from the Send to Workflow option in the Designer Module.
l Preview:Displays a preview of the output generated by the Print context of the selected
Template. Not available for the PDF/VTor dynamic template names.
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