IBM Datacap, Version 8.1            

Creating rules to remove the non-line items

You need to create rules that remove non-line item values such as dates and descriptions.

To create rules to remove the non-line items:

  1. Click the Datacap Studio Rulemanager tab.
  2. In the Rulesets pane, select the Clean ruleset and click Lock/Unlock ruleset.
  3. Right-click the Clean ruleset and choose Add Rule. Rename the new rule Remove Non Line Items (Meals).
  4. Under the Remove Non Line Items (Meals) rule, select Function 1.
  5. On the Actions library tab, expand the Validations library. Select the CheckSubFields action and then click Add to function.
  6. In the Rulesets pane, select the CheckSubFields action. Then, in the Properties pane, set strParam as follows:
    'Date' AND 'Description' AND 'Cost'
  7. Right-click the Clean ruleset and choose Add Rule. Rename the new rule Remove Non Line Items (Other Charges).
  8. Under the Remove Non Line Items (Other Charges) rule, select Function 1.
  9. Select the CheckSubFields action, and click Add to function.
  10. In the Rulesets pane, select the new CheckSubFields action and set strParam as follows:
    'Date' AND 'Category' AND 'Quantity' AND 'Unit_Cost' AND 'Total'
  11. Click Save. Then, click Lock/Unlock ruleset and choose Publish ruleset. The following example shows a ruleset that includes all of the items throughout this task:

    Ruleset that includes all of the items throughout this task is displayed

  12. In the Document hierarchy pane, click Lock DCO for editing.
  13. Expand the Meals and Other_Charges pages.
  14. Select the Meals_Grid field. Then, in the Rulesets pane, select the Remove Non Line Items (Meals) rule and click Add to DCO. IBM® Datacap Taskmaster Capture adds the rule to the Open element of the field.
  15. Select the Other_Charges_Grid field. Then, in the Rulesets pane, select the Remove Non Line Items (Other Charges) rule and click Add to DCO.
  16. Click Save and then click Unlock DCO.
  17. Run another batch through the workflow as described on the previous page and make sure that the non-line items are no longer included. Cancel the batch when you are done.


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Last updated: November 2013
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