User guide

Using the Rule Set Management Wizard
www.iprotech.com Ipro eCapture User Guide A-9
877-324-4776 Q1 2014
The Flex Processor Preview dialog appears after the rule application status bar
closes and applies each Rule to the data collection. The Flex Processor Preview
displays an Item level report for the Rules as well as the number of Records.
Use this Preview to verify the accuracy of the Rules and their desired results.
The following figure shows the Preview fields.
These results can be saved to a .CSV file for distribution.
Rule Set Manager: The Rule Set Manager button activates the Rule Set Man-
agement Wizard. See the section Using the Rule Set Management Wizard on
page A-9 for additional information.
Help: This button evokes a single dialog that gives an example for setting a
Rule. Throughout the Flex Processor Rules Manager, you will see a blue icon
question mark icon appear as you mouse over (or near) different options.
Click to display a pop up with information about the options.
Exit: Exits the Flex Processor Rules Manager. However, if any files were not
produced, a dialog appears stating so and asking for a decision.
Status Information: Includes No Rule Selected, Rule n; where n represents
the number of the Rule (e.g. Rule 12).
Using the Rule Set Management Wiz-
ard
The Rule Set Management Wizard is available at the Project, Processing Job,
and Data Extract Job levels. The New Rule Wizard button is available in the Fil-
tering Tab of the Project, Processing, and Data Extract Job Options dialog
boxes. Use the Wizard to create multiple rules. De-duplication rules are auto-