Applying a Rule to a Report

 

Applying a rule to a report:

STEP 1: You need to create the rule if you have not created it already.

STEP 2: You need to select the report.

 

To this:

1. Select Administration/Application Setup and open the Zetadocs folder
2. Click Zetadocs Report Settings. This displays the Zetadocs Report Settings list.
3. Click in the Report ID field and click the arrow that appears. This displays the Objects list.
4. Select the report you require and click OK. This will populate the Report ID, and the Report Name in the Zetadocs Report settings.

 

STEP 3: The next step is to select a rule for the report.

To do this:

1. Click the Zd Document Set No field and click the arrow. This displays the Zetadocs Rules. Select the rule you require and click OK.
2. Use the tab key to move across. This populates the Zd Document Set Name and Archive type fields. You can override the Archive Type, by typing in another folder name.

 

Related Topics

How to create a rule

Applying rules to reports