Adding rulesets to a FastDoc workflow

You can add rulesets to the tasks in the workflow and run them on the applicable levels of the batch structure.

About this task

FastDoc does not automatically add a reference to a ruleset in the \rrs\collection.xml file. If a reference is needed, it must be done outside of FastDoc. FastDoc loads rulesets from the \rrs folder whether they are in the \rrs\collection.xml file or not.

When a ruleset that is not in \rrs\collection.xml or \rules\collection.xml is added to a task in FastDoc, the *.rul (.dll) and *.rul.config files are copied to the \rules folder. A reference is added to the \rules\collection.xml file.

First, you add the rulesets to the tasks in your workflow. Then, you configure the rulesets to run on the tasks at the batch, document, page, or field level of your batch structure.

Procedure

To add rulesets to a FastDoc workflow:

Start FastDoc in Datacap Server mode.
At the Datacap FastDoc screen, click the Configure workflow icon.
Add the ruleset to a task:
1. In the Jobs pane, select the job for which you want to run a ruleset.
2. In the Rulesets pane, select the ruleset and drag it to the header of the task in the workflow. For example, select Export to IBM Content Manager and drag it to the Export header.
3. Right-click and select Remove to delete a ruleset from a task.
Configure the batch structure item to run the ruleset:
1. Double-click the ruleset in the workflow task to display the ruleset settings in the Configure Documents and Pages window. Some rulesets cannot be configured in FastDoc. If the ruleset settings screen does not display, you must configure the ruleset in Datacap Studio.
2. Select the batch structure level at which you want to run the ruleset. For example, select Document to run the ruleset at the document level. A message displays if the ruleset cannot be run at the selected batch structure level. This message also indicates at which level this ruleset can be run.
3. Configure ruleset settings for the batch structure item. Hover help text is provided in each field to assist you.
4. Click Save.