Attaching the rules to the document hierarchy
After you create the rules, you will need to add them to the appropriate fields in the document hierarchy.
About this task
To attach the rules to the document hierarchy:
- Attach the Recognize Line Item Grid rule to the Meals_Grid and Other_Charges_Grid fields.
- Attach the Recognize Line Item rule to the Meals_Line_Item and Other_Charges_Line_Item field.
- Attach the Recognize Line Item Field rule to each field.
- Attach the Recognize Grid Total Field rule to the Meals_Total and Other_Charges_Total fields.
Procedure
To attach the rules to the document hierarchy:
- In the Document hierarchy pane, click Lock DCO for editing.
- Expand the document hierarchy so you can see all of the fields and subfields on the Meals and Other_Charges pages.
- Select the Meals_Grid field. Then, in the Rulesets pane, select the Recognize Line Item Grid rule and click Add to DCO. Datacap adds the rule to the Open element of the field.
- Select the Other_Charges_Grid field and click Add to DCO.
- Select the Meals_Line_Item field. Then, in the Rulesets pane, select the Recognize Line Item rule and click Add to DCO.
- Select the Other_Charges_Line_Item field and click Add to DCO.
- Select the Date field under the Meals_Line_Item. Then, in the Rulesets pane, select the Recognize Line Item Field rule and click Add to DCO.
- Repeat to attach the Recognize Line Item Field rule to the Description and Cost fields under the Meals_Line_Item and the Category, Quantity, Unit_Cost, and Total fields under the Other_Charges_Line_Item.
- Select the Meals_Total field. Then, in the Rulesets pane, select the Recognize Grid Total Field rule and click Add to DCO.
- Select the Other_Charges_Total field and click Add to DCO.
- In the Document hierarchy pane, click Save, then click Unlock DCO.