The Edit Process Rule dialog

Process Rule tab

Here you can specify which documents to route to a process step. This is required when you branch the process flow, if you want to prevent documents from being routed along multiple branches of your process.

You do this by specifying one or more expressions (conditions) that determine if the process rule applies to the current document. Click New expression to specify such an expression.

An expression consists of these parts:

And/Or column	The logical operation that links the expressions (used when you specify more than one expression or if you specify a sub-expression).
Operand column	The document property to be evaluated. (More information about the available operands.) Document type – Documents of the type you specify are processed (or excluded from processing). Document status – Documents with the validation status (status object value) and (optionally) the document type you specify are processed (or excluded). Opens the Document Types dialog. Status field value – Documents with status fields with a specified name and value are processed (or excluded). Opens the Status Fields dialog. Field status – Documents of a certain type, with the field name and field status you specify, are processed (or excluded). Opens the Field for Rule Expression dialog. Field value – Documents of a certain type, with the field name and field value you specify, are processed (or excluded). Opens the Field for Rule Expression dialog. Quick access value (match code 1) – Documents containing these values are either processed or excluded from processing. Quick access value (match code 2) – Documents containing these values are either processed or excluded from processing.
Operator column	The operator that is applied to the document property. (More information about the available operators.) You can select from these operators (depending on the type of operand that was selected): equal – The operand is equal to the value. not equal – The operand is not equal to the value. less – The operand is less than the value. less or equal – The operand is less than the value or equal to the value. greater – The operand is greater than the value. greater or equal – The operand is greater than the value or equal to the value. match – The operand matches the pattern of the value (the value being interpreted as a regular expression).
Value column	The value to associate with the operator. Depending on the operand, select a value from a list or type a value.

Optional: Click Design Comment to add design comments to a process rule.

Extended Rule Settings tab

Use these settings to:

Time delay for routing to next process step	How long (in days, hours, minutes, and/or seconds) to delay processing.
Rule applies to root documents only	Applies the process rule to only root documents.
Rule applies to root and sub-documents	Applies the process rule to sub-documents, too. Then select one of these routing options: all documents meet the criteria – The rule is met if it applies to all documents in the root document, including the root document itself. at least one document meets the criteria – The rule is met if it applies to at least one sub-document or to the root document. no document meets the criteria – The rule is met if it applies neither to the root document nor to any of the sub-documents. If canceled documents are to be ignored when applying the rule, select Ignore canceled documents. Note: Quick access values are only added to root documents meaning that the rule only applies to those documents even though Rule applies to root and sub-documents is selected.
Change priority of documents that run through this rule	Changes the priority of all documents processed in this rule. Documents with a higher priority value are prioritized. Select and specify one of these options: Set absolute priority value to – All documents processed in this rule are assigned the specified value. Increase priority value by – All documents processed in this rule receive a higher priority value. The priority value is increased by the specified amount. Decrease priority value by – All documents processed in this rule receive a lower priority value. The priority value is decreased by the specified amount. Tip: You can also change the priority in the Process Monitor.

Field Values tab

These settings are used to add field values to documents that pass through the process rule.

Name column	The name of the field.
Value column	The field value.
Recursive column	If selected, creates the field recursively for every sub-document of the root document.

Quick Access tab

These settings are used to add quick access values (match codes) to tasks that pass through the process rule. These can be used to find documents more quickly in the Process Monitor (click in the Documents area). The values can also be edited there.

Developer tip: You can also use the GetNextDocument method that is available in the XBOUND API to find documents by their match codes. (See Customizing XBOUND using the API.)

Note: Existing values, if any, are overwritten when a process rule sets a quick access value (match code).

Quick access value 1 (match code 1)	The first match code to add (or change) in each task that passes the process rule. Enter max. 200 characters.
Quick access value 2 (match code 2)	A second match code to add (or change) in each task that passes the process rule.

Process Designer plug-in

Specifying the process flow with process rules