Business Rule dialog box

Use this dialog box to create and modify business rules. You can configure business rules for managing automated document processes. You can access this dialog box in the Business Rules Manager dialog box.


Enter the name of the business rule.


Use the check box to enable or disable the rule. This option is enabled by default.


Enter a description of the business rule. This will show in the Business Rules Manager dialog box.

Rule definition

Always execute this rule (no conditions) — Use this option to apply the rule to all documents. This will disable the When box as no condition statements are needed.


The When box is used to create and manage the rule conditions. Multiple conditions can be created and organized into groups. A blue box is used to indicate a condition group.

To create a condition, click the <Target> link and then click the appropriate condition. Click the Operation link to select the appropriate operation. Click the Value link to select the appropriate value. This will complete the condition statement.

You can select the condition statement and use the buttons below the box to add and remove conditions.

  • Select a condition radio button (inside the box) to enable the Add Condition and Remove Condition buttons for adding and removing condition statements. The new condition will be added after the currently selected condition.
  • Select a group radio button (outside the box) to enable the Add Group and Remove Group buttons for adding and removing groups. This will also enable the Add Condition button for adding a condition to the selected group. The new condition will be added to the end of the current list of conditions.

Perform the following actions

The Perform the following actions box is used to create and manage rule actions.

  • To create an action, click the <Action> link and select the appropriate action type. You can create actions to do the following:
Action Description
Assign Profiles to Document
  • Set Failover Profile — Specifies what should happen to documents when they are sent to inaccessible destinations (they are not able to receive documents).
  • Set Filter Profile — Associates a filter profile with a document. This filter will be used for document viewing and reprinting.
  • Set Library Filing Profile — Sends documents to the document library. Specifies the library folder where documents will be sent, the file store, any notifications, and how long to keep documents before deleting.
  • Set Notification Profile — Sends notifications when specific events occur in the document life cycle.
  • Set Output Process — Performs processing such as search and replace, setting finishing options, editing PJL commands, inserting overlays, and so on.
  • Line Mode — Bursts line data documents based on: data contained in the document, desired output size and size of original document, and number of output documents desired.
  • Page Mode — Splits printer ready documents based on: data contained in the document (regions are used to determine burst conditions), desired output size and size of original document, and number of output documents desired.
Extract Text
  • Line Mode — Extracts text from line data documents using rows and columns.
  • Page Mode — Extracts text from printer ready documents using regions (rectangles).
Modify Document Contents

Runs the ADM (Advanced Document Modification) process. In this process each page of the document is read, portions of the document can be changed or values extracted, and then the page is written. This can be used as an advanced way to extract text, burst, or perform other operations on the document.

Route to Destinations
  • Advanced — Allows you to use a CSV file to dynamically pick destinations based on a document property.
  • Basic — Specifies the destinations where documents should be sent.
Set Document Properties

Configures document properties.

Transform Document
  • Adept — Transform documents using the Adept transform suite.
  • Page Mode — Transforms the format of a printer ready document to a new format, and/or to another data type.
  • Record Mode (Advanced) — Transforms line data from one line format to another.
  • Record Mode (Basic) — Performs the most common transforms for data coming from a Output Manager Print Server device. This converts .tnj to ASCII text, .anj to AFP, and .bnj to .bin.
Analyze Document

Processes documents and populates document properties.

Assign to Document Folder

Assigns documents to specific document folders.

Convert Fixed Block to Variable Block

Converts FBA to VBA and FBM to VBM. It can be used when dealing with mainframe tape formats.

Delete Document

Deletes documents.

Move Document to File Store

Moves documents to another location (file store).

Package Banner

Adds a banner to the beginning of the package. The banner will be added as a separate document within the same package.

Power Rule

Allows you to build multiple rules inside of one rule.

Run Ad hoc Rule

Allows you to select an ad hoc rule.

Run Command

Performs a command line operation on the document.

Schedule Output

Schedules documents to print at a specific date and time.

Send Email

Sends email messages when specific events occur in the document life cycle.

Set Billing Accounts

Set Document Owner

Configures the document owner.

Set Document State

Sets the document state to hold or ready.

Set Retain Period

Determines how long documents will be retained.


Separates documents that are in a package so they can act as individual documents in Output Manager. Once documents are separated, rules can be run on them individually, they can be routed individually, and so on.

  • To create additional actions, click Add Action.
  • To modify an action, click the desired action link or click the area next to the link and click Modify Action.
  • To delete an action, click the area next to the link and click Remove Action.
  • To reorder the actions, click the area next to the action link and click Move Up or Move Down.

Follow-on action

Select the action you want to take after this rule has been processed. You can continue processing rules or select not to process any additional rules.