User guide

Appendix A, Using the Flex Processor Rules Manager
A-6 Ipro eCapture User Guide www.iprotech.com
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• Action section: This section includes naming each rule, specifying what
action that Rule will perform, scope criteria, and whether the affected
files will be applied a QC flag. See the section Defining Actions for a Flex
Processor Rule on page A-15.
• Criteria Selection Tabs: The selection criteria can be mixed and
matched to refine exactly what you are looking for. In some cases, crite-
ria is exclusive and cannot be combined with other criteria.
The Criteria Selection tabs are:
•General
•Date
•Search
•Advanced
The Criteria Selection tabs are discussed in the section Defining
Selection Criteria on page A-27.
• Rule List: This is a list of rules at the top of the interface indicating the
Rule, ID, Action, Criteria, and Rule Title of each Rule. As Rules are cre-
ated, they are added to the Rules List. The Rules List dictates the Rule
execution order. Each Rule is executed by the system in the order in
which they are listed - top to bottom. However, you may reposition the
order of the Rules to affect the outcome by using the Arrow icons on the
right side of the Rules box.
Alternate click a rule to display the context menu (New Rule, New
Search-In-Results Rule, Delete Rule). These options are explained in the
next section Rule Bar Options on page A-7.
Select the Rule and use either the middle two arrows to move up or
down in the list. To move to the beginning of the list or the end of the
list, select the rule and click one of the outer arrows. The very last Rule
to “touch” a file is the Effective Rule.
The Rule icons that appear at the beginning of the rule are white arrows,
either facing right or up , inside solid color circles. The color of the
circle indicates the action. For example, Red is for Remove, Green is for
Image or Data Extract, Yellow is for Placeholder/Placeholder with Docu-
ment Text or Text Placeholder.