Part V: Rules

Part V: Rules

XTRAC Rules

Trigger Events

Rule Conditions

Example of Multi-Select Conditions

Condition NO VALUE

Centralized Rules

Correspondence Rules

Node-Based Rules

Node-Based Workflow Rules

Workflow Rules that Move Through Nodes

Using Rules Stored at Another Node

Event Processing

Rule Evaluation Order

Creating a Rule

Default Rules

Creating a Default Rule

Building a Rule Condition

Copying a Rule

Copying a Rule to Another Owner

Opening a Rule

Editing a Rule

Deleting a Rule

Enabling or Disabling a Rule

Ordering Rules

Rule List Groups

Creating a Rule List Group

Rule Groups Criteria

Using the IN Criteria

Using the NOT IN Criteria

Using the Contains Criteria

Using the Does Not Contain Criteria

Defined Search Rules

Filter Definitions

Value 1 and Value 2

Sort

Combinations of Filter Definitions

Order of Filter Definitions

Creating a Defined Search Rule

Duplicate Search Rules

Creating a Duplicate Search Rule

Integration Rules

Creating an Integration Rule

Metadata Field Rules

Metadata Fields for Oracle UMC

Metadata Fields for Documentum DMS

Creating a Metadata Field Rule for Documentum

Metadata Field Selection Rules

Metadata Fields for Oracle UMC

Metadata Fields for Documentum DMS

Creating a Metadata Field Selection Rule for Documentum

Milestone Rules

Creating a Milestone Rule

Notification Filter Rules

Rules Based on Multiple Values

Rules Based on Changed or Not Changed Values

Rules Based on Missing Information

Creating a Notification Filter Rule

Priority Rules

Creating a Priority Rule

Process Completion Rules

Creating a Process Completion Rule

Queue Completion Rules

Creating a Queue Completion Rule

Records Classification and Records Management Rules

Process to Manage Data

PDF Format

Archive Rule Workflow

Archive Open Work Items 10 Days After Creation

Archive Open Work Items 30 Days After Update

Archive Work Items 90 Days After Resolution

Purge Rule Workflow

Assigning Archive and Purge Settings to Record Categories

Creating a Records Management Rule

Sampling Rules

Creating a Sampling Rule

Split Rules

Split Limits

Automatic or Manual Splits

Rendezvous Options

Data Merges

When a Parent Resumes its Place in the Workflow

Item Types and Subtypes of Child Items

Children and Shared Fields

Parent and Child Field Maps

Multi-Select Fields and Split Rules

Creating an Automatic Split Rule without Conditions

Creating an Automatic Split Rule with Conditions

Creating a Manual Split Rule with Preselected Rules

Creating a Manual Split Rule with Any Rule

Suspend Rules

Resumed Work Items

Suspension Reasons

Business Calendars and Suspensions

Prevent Suspension Options

Suspend for Options

Suspend until Options

Suspend until date Options

Suspend until Shared Field Change

Prevent Suspension Combinations

Automatic Transfers to an Operator's Personal Queue

Creating a Reason Value Group

Creating a Manual Suspend Rule

Creating an Automatic Suspend Rule

Transfer Rules

Creating a Transfer Rule

Enabling Operators to Transfer Work Items

Transferring Items from Any Work or Personal Queue in the Group

Transferring Items from a Personal Queue

Allowing Operators to Transfer Work Items at a Queue

Preventing Transfer Rules from Firing at a Work Queue

Allowing Work Items to Transfer Out of a Personal Queue

Preventing Items from Transferring to a Personal Queue

Preventing Manual Transfers of an Item from a Queue

Preventing Manual Transfers of an Item from a Personal Queue

Preventing Manual Transfers of an Item to a Personal Queue

Work Item Rules

Entitlement Sets and Role-based Access

Common Field Groups and Work Item Rules

Field Order

Multiple Business Calendars

Work Item Rules and Statuses

Role-Specific Access

Party Types

Creating a User-Defined Work Item Rule

Creating a Standard Work Item Rule

Dynamic Field Rules

Creating a Dynamic Field Rule

Field Positions

Positioning the Fields on a User-Defined Work Item

Default Work Item Rule

Modifying the Default Work Item Rule

Turning Off a Work Item Rule

Converting the Item Class of a Work Item Rule

Converting to a Standard Item Class

Deleting a Work Item Rule

Work Item Update Rules

Creating a Work Item Update Rule

Work List Rules

Creating a Node-based Work List Rule

Creating an Centralized Work List Rule

Work Selection Rules

Filter Results and Sort Order

Work Selection Rules and Correspondence

Correspondence Filters and Work Selection Rule Results

Correspondence Attached To Filtered and Sorted Items

Combinations of Equal and Not Equal Fields

Order of Rule Filters

How XTRAC Evaluates Work Selection Rules

Selection Rules for Cascade Queue Feed Mode

Selection Rules for Global Queue Feed Mode

Creating a Node-based Work Selection Rule

Creating an Centralized Work Selection Rule

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