The Edit inbox folders dialog: Criteria settings
To access this dialog:
- Using Manager, select to display the Inbox configuration dialog.
- Click Edit folders to display the Edit inbox folders dialog.
- Select a folder to edit.
- Select Apply selection criteria to this folder/group.
Use these settings when creating (or adjusting) an inbox.
| Document profiles | |
| Document profiles | Only documents associated with the document profile(s) that you select will be processed from the currently selected folder. |
| Statuses | |
| Statuses | Only documents with the statuses that you select in the list will be associated with the currently selected folder. |
| Receivers | |
| Process all documents | All documents or batches are processed, regardless of which receiver they are associated with. |
| Select documents connected to receivers | Processes only documents or batches that are associated with the selected receivers. |
| Receivers | Only documents associated with the receivers(s) that you select in the list will be associated with the currently selected folder. |
| Queues | |
| Process all documents | All documents or batches are processed, whether they are in a queue or not. |
| Select documents in queues | Processes only documents or batches that are in selected queues. |
| Queues | Only documents associated with the queues you select in the list will be associated with the currently selected folder. The list includes queues 1 to 32 and any queues that you defined. (If you plan to define a queue later, you cannot select it now.) |
| User-defined variable | |
| Select documents using user-defined variables | Processes only documents that contain all of the one or more specified user-defined variables with their corresponding values. |
| Name | Click the dropdown list and select the name
of the user-defined variable you want to use to filter
documents. Only those values that are associated with
the selected name are available in the
Value option below.
Note that if you want variables that you created using the API (see "UserDefinedVariable object" topic in API help for more information) to be included in the list here, they need to be manually added to the available UDVs in the Manager module. |
| Value | Click the dropdown list and select the desired value to associate with the variable name selected above. |
| Add | Adds the UDV name and value to the Selected list. |
| Remove | Removes the highlighted UDV name and value from the Selected list. |
| Selected | List of user-defined variables that must be found on documents to be able to put them in the associated inbox folder. |