2023.1:Apply Rules (Activity) - Revision history

Dgreenwood at 21:05, 25 April 2025

2025-04-25T21:05:14Z

← Older revision		Revision as of 16:05, 25 April 2025
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	== About ==		== About ==
	Once you have extracted data from a '''Batch''' you might want to do something to manipulate that data. '''Data Rules''' allow you to automatically manipulate data through use of .NET, LINQ, and/or lambda expressions. For information on how to set these up, please visit our '''[[Data Rule ~~(Object)\|Data Rules~~]]''' wiki article.		Once you have extracted data from a '''Batch''' you might want to do something to manipulate that data. '''Data Rules''' allow you to automatically manipulate data through use of .NET, LINQ, and/or lambda expressions. For information on how to set these up, please visit our '''[[Data Rule]]''' wiki article.

	However, just having '''Data Rule''' objects set up in your '''Content Model''' will not actually run those rules on your extracted data. To automatically apply these '''Data Rules''' you will need to include an '''''Apply Rules''''' '''Batch Process Step''' to your '''Batch Process''' after your ''Extract'' '''Batch Process Step'''.		However, just having '''Data Rule''' objects set up in your '''Content Model''' will not actually run those rules on your extracted data. To automatically apply these '''Data Rules''' you will need to include an '''''Apply Rules''''' '''Batch Process Step''' to your '''Batch Process''' after your ''Extract'' '''Batch Process Step'''.

Randallkinard at 16:46, 21 November 2024

2024-11-21T16:46:59Z

← Older revision		Revision as of 11:46, 21 November 2024
Line 65:		Line 65:

	[[File:2023.1 Apply-Rules-(Activity) 02 02 Configuring 03.png]]		[[File:2023.1 Apply-Rules-(Activity) 02 02 Configuring 03.png]]

	~~== Glossary ==~~
	~~<u><big>'''Activity'''</big></u>: {{#lst:Glossary\|Activity}}~~

	~~<u><big>'''Apply Rules'''</big></u>: {{#lst:Glossary\|Apply Rules}}~~

	~~<u><big>'''Batch'''</big></u>: {{#lst:Glossary\|Batch}}~~

	~~<u><big>'''Batch Process Step'''</big></u>: {{#lst:Glossary\|Batch Process Step}}~~

	~~<u><big>'''Batch Process'''</big></u>: {{#lst:Glossary\|Batch Process}}~~

	~~<u><big>'''Content Model'''</big></u>: {{#lst:Glossary\|Content Model}}~~

	~~<u><big>'''Data Rule'''</big></u>: {{#lst:Glossary\|Data Rule}}~~

	~~<u><big>'''Extract'''</big></u>: {{#lst:Glossary\|Extract}}~~

	~~<u><big>'''Scope'''</big></u>: {{#lst:Glossary\|Scope}}~~

Randallkinard: Randallkinard moved page Apply Rules (Activity) to 2023.1:Apply Rules (Activity)

2024-08-27T19:50:53Z

Randallkinard moved page Apply Rules (Activity) to 2023.1:Apply Rules (Activity)

← Older revision	Revision as of 14:50, 27 August 2024
(No difference)

Randallkinard at 13:07, 26 August 2024

2024-08-26T13:07:15Z

@@ Line 12: / Line 12: @@
 |}
 == About ==
 Once you have extracted data from a '''Batch''' you might want to do something to manipulate that data. '''Data Rules''' allow you to automatically manipulate data through use of .NET, LINQ, and/or lambda expressions. For information on how to set these up, please visit our '''[[Data Rule (Object)|Data Rules]]''' wiki article.
@@ Line 39: / Line 20: @@
 == How To ==
 Creating and configuring the '''''Apply Rules''''' Activity is fairly simple and requires that you add an '''''Apply Rules''''' Step to your '''Batch Process'''.
@@ Line 50: / Line 30: @@
 === Adding the Apply Rules Step ===
 The first thing we need to do is actually add an '''''Apply Rules''''' Step to our '''Batch Process''' and assign the '''''Scope''''' to the '''Step'''.
@@ Line 68: / Line 47: @@
 === Configuring the Apply Rules Activity ===
 Now that we have added our '''''Apply Rules''''' Step and set the '''''Scope''''' we need to tell Grooper what to actually do in this step. We will be configuring the '''Batch Process Step''' in the right-most property grid. We need to tell Grooper which '''Data Rules''' to apply and if we want issues to raise a flag on the document.
@@ Line 87: / Line 65: @@
 [[File:2023.1 Apply-Rules-(Activity) 02 02 Configuring 03.png]]

Rpatton: // via Wikitext Extension for VSCode

2024-07-18T13:34:41Z

// via Wikitext Extension for VSCode

← Older revision		Revision as of 08:34, 18 July 2024
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	== How To ==		== How To ==

	Creating and configuring the ''Apply Rules ~~Activity~~'' is fairly simple and requires that you add an ''Apply Rules'' '''~~Batch Process~~ Step~~'''~~ to your '''Batch Process'''.		Creating and configuring the '''''Apply Rules''''' Activity is fairly simple and requires that you add an '''''Apply Rules''''' Step to your '''Batch Process'''.

	{\|class="attn-box"		{\|class="attn-box"
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	⚠		⚠
	\|		\|
	'''Data Rules''' can only be applied on data that has already been extracted, so the ''Apply Rules'' '''~~Batch Process~~ Step~~'''~~ must ALWAYS come after an ''~~Extract~~'' '''~~Batch Process Step~~''' within a '''Batch Process'''.		'''Data Rules''' can only be applied on data that has already been extracted, so the '''''Apply Rules''''' Step must ALWAYS come after an '''''Extract''''' Step within a '''Batch Process'''.
	\|}		\|}

	=== Adding the Apply Rules Step ===		=== Adding the Apply Rules Step ===

			The first thing we need to do is actually add an '''''Apply Rules''''' Step to our '''Batch Process''' and assign the '''''Scope''''' to the '''Step'''.

	# Right-click on the '''Batch Process'''.		# Right-click on the '''Batch Process'''.
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	#<li value=5> Now you should have an ''Apply Rules'' '''Batch Process Step''' in your '''Batch Process'''.		#<li value=5> Now you should have an '''''Apply Rules''''' '''Batch Process Step''' in your '''Batch Process'''.
	# You will need to set your '''''Scope''''' to the folder level your documents reside at. For our example, our '''''Scope''''' is set to ''Folder'' and the '''''Folder Level''''' is ''1''. You will never need to set this property to a ''Page'' '''''Folder Level'''''.		# You will need to set your '''''Scope''''' to the folder level your documents reside at. For our example, our '''''Scope''''' is set to ''Folder'' and the '''''Folder Level''''' is ''1''. You will never need to set this property to a ''Page'' '''''Folder Level'''''.

Line 66:		Line 68:

	=== Configuring the Apply Rules Activity ===		=== Configuring the Apply Rules Activity ===

			Now that we have added our '''''Apply Rules''''' Step and set the '''''Scope''''' we need to tell Grooper what to actually do in this step. We will be configuring the '''Batch Process Step''' in the right-most property grid. We need to tell Grooper which '''Data Rules''' to apply and if we want issues to raise a flag on the document.

	# Click on the ellipsis icon to the right of the '''''Rules Property'''''.		# Click on the ellipsis icon to the right of the '''''Rules Property'''''.

Dgreenwood: /* About */

2024-07-18T13:11:10Z

About

← Older revision		Revision as of 08:11, 18 July 2024
Line 36:		Line 36:
	Once you have extracted data from a '''Batch''' you might want to do something to manipulate that data. '''Data Rules''' allow you to automatically manipulate data through use of .NET, LINQ, and/or lambda expressions. For information on how to set these up, please visit our '''[[Data Rule (Object)\|Data Rules]]''' wiki article.		Once you have extracted data from a '''Batch''' you might want to do something to manipulate that data. '''Data Rules''' allow you to automatically manipulate data through use of .NET, LINQ, and/or lambda expressions. For information on how to set these up, please visit our '''[[Data Rule (Object)\|Data Rules]]''' wiki article.

	However, just having '''Data Rule''' objects set up in your '''Content Model''' will not actually run those rules on your extracted data. To automatically apply these '''Data Rules''' you will need to include an ''Apply Rules'' '''Batch Process Step''' to your '''Batch Process''' after your ''Extract'' '''Batch Process Step'''.		However, just having '''Data Rule''' objects set up in your '''Content Model''' will not actually run those rules on your extracted data. To automatically apply these '''Data Rules''' you will need to include an '''''Apply Rules''''' '''Batch Process Step''' to your '''Batch Process''' after your ''Extract'' '''Batch Process Step'''.

	== How To ==		== How To ==

Rpatton: Final // via Wikitext Extension for VSCode

2024-07-18T13:08:36Z

Final // via Wikitext Extension for VSCode

← Older revision		Revision as of 08:08, 18 July 2024
Line 36:		Line 36:
	Once you have extracted data from a '''Batch''' you might want to do something to manipulate that data. '''Data Rules''' allow you to automatically manipulate data through use of .NET, LINQ, and/or lambda expressions. For information on how to set these up, please visit our '''[[Data Rule (Object)\|Data Rules]]''' wiki article.		Once you have extracted data from a '''Batch''' you might want to do something to manipulate that data. '''Data Rules''' allow you to automatically manipulate data through use of .NET, LINQ, and/or lambda expressions. For information on how to set these up, please visit our '''[[Data Rule (Object)\|Data Rules]]''' wiki article.

	However, just having '''Data ~~Rules~~''' set up in your '''Content Model''' will not actually run those rules on your extracted data. To automatically apply these '''Data Rules''' you will need to include an ''Apply Rules'' '''Batch Process Step''' to your '''Batch Process''' after your ''Extract'' '''Batch Process Step'''.		However, just having '''Data Rule''' objects set up in your '''Content Model''' will not actually run those rules on your extracted data. To automatically apply these '''Data Rules''' you will need to include an ''Apply Rules'' '''Batch Process Step''' to your '''Batch Process''' after your ''Extract'' '''Batch Process Step'''.

	== How To ==		== How To ==

	Creating and configuring the ''Apply Rules Activity'' is fairly simple and requires that you ~~create~~ an ''Apply Rules'' '''Batch Process Step''' ~~in a~~ '''Batch Process'''.		Creating and configuring the ''Apply Rules Activity'' is fairly simple and requires that you add an ''Apply Rules'' '''Batch Process Step''' to your '''Batch Process'''.

	{\|class="attn-box"		{\|class="attn-box"
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	#<li value=2> When the "Rules" window pops up, navigate to and click the check boxes next to the '''Data Rule''' objects you want to apply.		#<li value=2> When the "Rules" window pops up, in the right panel of the pop up, navigate to and click the check boxes next to the '''Data Rule''' objects you want to apply to the extracted data.
	# The selected '''Data Rules''' will show up in a list on the left side of the window. They will be displayed in the order they will be applied.		# The selected '''Data Rules''' will show up in a list on the left side of the window. They will be displayed in the order they will be applied.
	# Click the up and down icons located above the Rules list to change the order of the selected rule in the list.		# Click the up and down icons located above the Rules list to change the order of the selected rule in the list.

Rpatton: // via Wikitext Extension for VSCode

2024-07-18T13:03:38Z

// via Wikitext Extension for VSCode

← Older revision		Revision as of 08:03, 18 July 2024
Line 1:		Line 1:
	{{AutoVersion}}		{{AutoVersion}}

	{\|class="~~wip~~-box"		<blockquote>{{#lst:Glossary\|Apply Rules}}</blockquote>

			{\|class="download-box"
	\|		\|
	~~'''WIP'''~~		[[File:Asset 22@4x.png]]
	\|		\|
	~~This~~ article ~~is a work~~-in-~~progress or created as a placeholder for testing purposes~~. ~~This article is subject to change and/or expansion~~. ~~It may be incomplete, inaccurate, or stop abruptly~~.		You may download the ZIP(s) below and upload it into your own Grooper environment (version 2023). The first contains one or more '''Batches''' of sample documents. The second contains one or more '''Projects''' with resources used in examples throughout this article.
			* [[Media:2023.1 Wiki Apply-Rules-(Activity) Batches.zip]]
			* [[Media:2023.1 Wiki Apply-Rules-(Activity) Project.zip]]
			\|}

			== Glossary ==

			<u><big>'''Activity'''</big></u>: {{#lst:Glossary\|Activity}}

			<u><big>'''Apply Rules'''</big></u>: {{#lst:Glossary\|Apply Rules}}

			<u><big>'''Batch'''</big></u>: {{#lst:Glossary\|Batch}}

			<u><big>'''Batch Process Step'''</big></u>: {{#lst:Glossary\|Batch Process Step}}

			<u><big>'''Batch Process'''</big></u>: {{#lst:Glossary\|Batch Process}}

	~~This tag will be removed upon draft completion.~~		<u><big>'''Content Model'''</big></u>: {{#lst:Glossary\|Content Model}}
	\|}
			<u><big>'''Data Rule'''</big></u>: {{#lst:Glossary\|Data Rule}}

	<~~blockquote~~>{{#lst:Glossary\|~~Apply Rules~~}}~~</blockquote>~~		<u><big>'''Extract'''</big></u>: {{#lst:Glossary\|Extract}}

	== Glossary ==		<u><big>'''Scope'''</big></u>: {{#lst:Glossary\|Scope}}

	== About ==		== About ==

Rpatton: // via Wikitext Extension for VSCode

2024-07-17T20:54:10Z

// via Wikitext Extension for VSCode

← Older revision		Revision as of 15:54, 17 July 2024
Line 15:		Line 15:

	== About ==		== About ==

			Once you have extracted data from a '''Batch''' you might want to do something to manipulate that data. '''Data Rules''' allow you to automatically manipulate data through use of .NET, LINQ, and/or lambda expressions. For information on how to set these up, please visit our '''[[Data Rule (Object)\|Data Rules]]''' wiki article.

			However, just having '''Data Rules''' set up in your '''Content Model''' will not actually run those rules on your extracted data. To automatically apply these '''Data Rules''' you will need to include an ''Apply Rules'' '''Batch Process Step''' to your '''Batch Process''' after your ''Extract'' '''Batch Process Step'''.

	== How To ==		== How To ==

			Creating and configuring the ''Apply Rules Activity'' is fairly simple and requires that you create an ''Apply Rules'' '''Batch Process Step''' in a '''Batch Process'''.

			{\|class="attn-box"
			\|
			⚠
			\|
			'''Data Rules''' can only be applied on data that has already been extracted, so the ''Apply Rules'' '''Batch Process Step''' must ALWAYS come after an ''Extract'' '''Batch Process Step''' within a '''Batch Process'''.
			\|}

			=== Adding the Apply Rules Step ===

			# Right-click on the '''Batch Process'''.
			# Hover over "Add Activity", then hover over "Document Processing". Finally, click on "Apply Rules..."
			# When the "Add Activity" window pops up, you can change the name in the '''''Step Name''''' if you like, but in this tutorial we're going to keep the default of "Apply Rules".
			# Click "EXECUTE" located in the top right corner of the pop up window.

			[[File:2023.1 Apply-Rules-(Activity) 02 01 BP-Step 01.png]]


			#<li value=5> Now you should have an ''Apply Rules'' '''Batch Process Step''' in your '''Batch Process'''.
			# You will need to set your '''''Scope''''' to the folder level your documents reside at. For our example, our '''''Scope''''' is set to ''Folder'' and the '''''Folder Level''''' is ''1''. You will never need to set this property to a ''Page'' '''''Folder Level'''''.

			[[File:2023.1 Apply-Rules-(Activity) 02 01 BP-Step 02.png]]


			=== Configuring the Apply Rules Activity ===

			# Click on the ellipsis icon to the right of the '''''Rules Property'''''.

			[[File:2023.1 Apply-Rules-(Activity) 02 02 Configuring 01.png]]


			#<li value=2> When the "Rules" window pops up, navigate to and click the check boxes next to the '''Data Rule''' objects you want to apply.
			# The selected '''Data Rules''' will show up in a list on the left side of the window. They will be displayed in the order they will be applied.
			# Click the up and down icons located above the Rules list to change the order of the selected rule in the list.
			# When you are finished adding and reordering your '''Data Rules''', click "OK" located in the top right of the pop up window.

			[[File:2023.1 Apply-Rules-(Activity) 02 02 Configuring 02.png]]


			#<li value=6> Check the box next to the '''''Flag Issues''''' property if you want the folder to be flagged when the ''Raise Issue'' action is fired. This will make it easier to find the issues during review.

			[[File:2023.1 Apply-Rules-(Activity) 02 02 Configuring 03.png]]

Rpatton: Created page with "{{AutoVersion}} {|class="wip-box" | '''WIP''' | This article is a work-in-progress or created as a placeholder for testing purposes. This article is subject to change and/or expansion. It may be incomplete, inaccurate, or stop abruptly. This tag will be removed upon draft completion. |}
{{#lst:Glossary|Apply Rules}}
== Glossary == == About == == How To =="

2024-07-16T19:14:58Z

Created page with "{{AutoVersion}} {|class="wip-box" | '''WIP''' | This article is a work-in-progress or created as a placeholder for testing purposes. This article is subject to change and/or expansion. It may be incomplete, inaccurate, or stop abruptly. This tag will be removed upon draft completion. |} <blockquote>{{#lst:Glossary|Apply Rules}}</blockquote> == Glossary == == About == == How To =="

New page

{{AutoVersion}}

{|class="wip-box"
|
'''WIP'''
|
This article is a work-in-progress or created as a placeholder for testing purposes. This article is subject to change and/or expansion. It may be incomplete, inaccurate, or stop abruptly.

This tag will be removed upon draft completion.
|}

<blockquote>{{#lst:Glossary|Apply Rules}}</blockquote>

== Glossary ==

== About ==

== How To ==

← Older revision		Revision as of 11:46, 21 November 2024
Line 65:		Line 65:

	[[File:2023.1 Apply-Rules-(Activity) 02 02 Configuring 03.png]]		[[File:2023.1 Apply-Rules-(Activity) 02 02 Configuring 03.png]]

	~~== Glossary ==~~
	~~<u><big>'''Activity'''</big></u>: {{#lst:Glossary\|Activity}}~~

	~~<u><big>'''Apply Rules'''</big></u>: {{#lst:Glossary\|Apply Rules}}~~

	~~<u><big>'''Batch'''</big></u>: {{#lst:Glossary\|Batch}}~~

	~~<u><big>'''Batch Process Step'''</big></u>: {{#lst:Glossary\|Batch Process Step}}~~

	~~<u><big>'''Batch Process'''</big></u>: {{#lst:Glossary\|Batch Process}}~~

	~~<u><big>'''Content Model'''</big></u>: {{#lst:Glossary\|Content Model}}~~

	~~<u><big>'''Data Rule'''</big></u>: {{#lst:Glossary\|Data Rule}}~~

	~~<u><big>'''Extract'''</big></u>: {{#lst:Glossary\|Extract}}~~

	~~<u><big>'''Scope'''</big></u>: {{#lst:Glossary\|Scope}}~~