Execution Rule

The Execution Rule allows you to set specific conditions that must be met for the export connector to run. It uses the result of a data merge or a boolean test as its basis for execution, ensuring that the export only occurs when the defined criteria are satisfied.

The execution rule evaluates the following:

    1. Empty Rule: If no rule is defined, the connector will execute by default.
    2. Empty Merged Result: If the merged value (a result of data merging) is empty, the connector will not run unless this is an intended condition.
    3. Boolean Test: The merged result can be tested for boolean equivalency. For example:
      • If the merged result evaluates to 1, true, or yes, the connector runs.
      • If it evaluates to 0, false, or no, the connector will not execute.
    1. No Merge Errors: The connector will only run if the merge operation does not result in an error.

Key Features
    1. Customizable Execution Conditions:

Users can define complex rules in the "Rule to Test" field, leveraging data merging logic to control execution precisely.

    1. Flexible Defaults:

If no rule is provided, the connector executes by default, enabling simpler workflows.

    1. Boolean Evaluation:

Rules support boolean logic, providing straightforward conditions for execution without complex coding.

    1. Error Handling Options:

A checkbox option allows you to treat failed execution rules as export errors, which can stop the workflow or provide specific feedback in the logs.

    1. Data Merging Support:

The rules integrate with merged data fields, enabling execution based on dynamically generated values from earlier workflow stages.

    1. Ease of Use:

A clear and intuitive interface simplifies rule configuration, even for non-technical users.

Examples of Use Cases
    1. Conditional Export Based on Field Value:

If a document's metadata contains "Approved" in a specific field, the connector exports the document. Otherwise, it does not.

    1. Error Handling in Workflow:

If a critical field is empty after data merging, flag the rule failure as an export error for manual review.

    1. Selective Export:

Export only documents with a boolean flag set to true or a numeric field greater than a certain value.

    1. Dynamic Execution:

Execute only if specific merged data combines correctly and meets predefined conditions.