Creating/Editing Rules

You can create/edit rules based on rule templates provided in advance, and edit the rules published to the tenant that the login user belongs to.

Rules are edited on the [Settings] screen displayed on the right of the screen. When you save the changes, they are reflected to the rule chart.

The items are divided as follows.

• Input
• Document Modification
• Document Splitting
• Branch
• Output Format
• Attribute Extraction
• Output Destination

When you have finished editing the selected rule, you can test the operation and parameter settings, then publish the rule.

• The creation, editing, and testing of rules can be performed by a user with system administrator, operation administrator, service administrator, or rule administrator privileges . Other users can only check rules.
• Rules can only be created with a Light or Standard license. With a Print license, multifunction devices can be used to print documents in Working Folder or another cloud service, or scan scanned documents. When using a multifunction device in this manner, it is necessary to use FUJIFILM IWpro Device Setup to install the multifunction device to FUJIFILM IWpro Capture in advance.
• When creating a rule that requires access to an external linking destination, it is necessary to specify a location that the user that will use the rule can access.
• If the external linking destination is Google Drive, only My Drive of the user that created the rule can be specified. Therefore, if a user other than the rule creator executes the rule, an error will occur because the external linking destination cannot be accessed.

• For information on the rule template types, see Rule Management in "Getting Started with FUJIFILM IWpro".

1. Log in to FUJIFILM IWpro with the account of a user with system administrator, operation administrator, service administrator, or rule administrator privileges.
2. In the launcher menu, click [Admin Menu] > [Rule Settings].
3. Perform the following operations.
   When Using a Template to Create a New Rule
   1. On the [Rule List] screen, click [].

      

   2. On the [Create New] screen, enter the rule name and description, select the template to use, and click [Create].

      

      The created rule is added to the rule list.
      • The rule type displayed in the rule template can be changed in [Change Form Type] on the [Settings] screen after creating the rule.
      • To use a form other than a preset form as a template, it is necessary to add it as a custom form on the [Form Type Setting] screen of [Preferences] in advance.
   When Duplicating an Existing Rule to Create a New Rule
   1. On the [Rule List] screen, click [].

      

      The duplicated rule is added to the rule list.
   When Editing Rules
   • When editing an published rule, confirm that the operation will not affect other users that are using the rule.
   • When multiple users are editing a rule at the same time, the changes made by the user that saves first are reflected. The changes made by the other users will cause an error when saved.
   1. On the [Rule List] screen, select the rule to edit.

      

4. Change [Name] and [Description] as required.
   1. Click [Rule Properties].
   2. Change [Name] and [Description].
   3. Click [OK].
5. Edit the rule as required.
   1. On the [Settings] screen, configure the various items as required.
   2. Click [Save].