Applying process rules to sub-documents
When specifying which documents to route to a process step, often you want to consider sub-documents. In that case the rule is applied to both the root document and all its sub-documents. The individual results of applying the rule to each of those must then be combined into a single outcome. It is that outcome which determines whether or not the root document passes through the process rule.
There are three options for combining the individual results into one outcome:
Continue processing if no sub-documents in the root document conform to the rule.
Continue processing if at least one sub-document in the root document conforms to the rule.
Continue processing if all sub-documents in the root document conform to the rule.
You can also specify whether the rule is to be applied to canceled documents.
Note: Document types are required. See Creating or editing a document type.
To apply a process rule to sub-documents
Using the XBOUND Management Center, open a console containing the Process Designer.
Under , click the desired process.
In the area, click :
Double-click the appropriate process rule arrow, or create a process rule. The dialog is displayed.
Click .
.
Select which sub-documents to apply this rule to (explained above and in this help topic).
Optional: To exclude canceled documents, select .
Changing the priority of documents that pass through a process rule