How to setup a rule

Overview

Rules provide a way of automatically importing files according to pre-configured settings.  When used in conjunction with a Monitor service and a file is picked up from a folder the Rule will then process the file accordingly.

Steps to set up a rule

Follow these steps:

1. In the Zed Axis Automate module, click on the Rules button on the menu bar.
2. Click the empty row to start adding a new rule
3. Choose a Name for the rule.
4. Select the word matching criteria that will identify the file that the rule should process 
5. Specify the Mapping that you wish to be applied to that file (mapping contains which columns should be imported but also other selected import options like Auto-numbering, Skip List Validations etc..).
6. Specify what type of file format from Text, IIF, Excel etc..
7. Specify whether the rule is active on inactive (if you want to pause the processing of the rule)
8. Clicking Save will set up and start the rule.