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:
- Click the Datacap Studio Rulemanager tab.
- In the Rulesets pane, select the Clean ruleset
and click Lock/Unlock ruleset.
- Right-click the Clean ruleset and
choose Add Rule. Rename the new rule Remove
Non Line Items (Meals).
- Under the Remove Non Line Items (Meals) rule,
select Function 1.
- On the Actions library tab, expand
the Validations library. Select the CheckSubFields action
and then click Add to function.
- In the Rulesets pane, select the CheckSubFields action.
Then, in the Properties pane, set strParam as
follows:
'Date' AND 'Description' AND 'Cost'
- Right-click the Clean ruleset and
choose Add Rule. Rename the new rule Remove
Non Line Items (Other Charges).
- Under the Remove Non Line Items (Other Charges) rule,
select Function 1.
- Select the CheckSubFields action,
and click Add to function.
- In the Rulesets pane, select the new
CheckSubFields action and set strParam as follows:
'Date' AND 'Category' AND 'Quantity' AND 'Unit_Cost' AND 'Total'
- 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:
- In the Document hierarchy pane, click Lock
DCO for editing.
- Expand the Meals and Other_Charges pages.
- 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.
- 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.
- Click Save and then click Unlock
DCO.
- 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.