When you create rule conditions, you construct a condition that the incoming fax must meet in order to be archived correctly in OnBase. Rule condition configuration is optional. If you do not configure a condition for a rule, all faxes that match the process status and user permissions will be archived in OnBase.
To create a new rule condition:
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Click the + button:
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The Rule Conditions dialog box is displayed:
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From the Fax Property drop-down list, choose the fax property to use for the rule condition. For detailed information on what data these fax properties contain, see the documentation provided by RightFax for the RightFax server.
Note:
If the fax property selected contains a history collection with the TransmissionFaxHistoryItem object, the ANI value for that history item is returned as long as the ANI value is reported as a valid by the history. If multiple TransmissionFaxHistoryItem objects are available in the history collection, only the first item found with a valid ANI value is returned. For detailed information on what data fax properties contain, see the documentation provided by RightFax for the RightFax server.
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From the Condition drop-down list, choose how the selected fax property is compared to the value entered in the Value field.
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Equals: The value entered matches the fax property. For example, Bob is only a match on bob or Bob.
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Contains: The value entered is found somewhere in the value of the fax property. For example, Bob is a match in values such as Bob, Bobby, or bobbing for apples.
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PhoneNumber: Select this option if the fax property is a fax or phone number. This option strips out non-numeric characters in the fax property value before making the comparison. For example, if the fax property is 1-555-555-1234, the value in the Value field is actually compared to 15555551234.
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Greater Than ( > ): The value entered is greater than the fax property. If the fax property contains any non-numeric characters, the comparison will return a value of false.
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Greater Than or Equal To ( >= ): The value entered is greater than or equal to the fax property. If the fax property contains any non-numeric characters, the comparison will return a value of false.
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Less Than ( < ): The value entered is less than the fax property. If the fax property contains any non-numeric characters, the comparison will return a value of false.
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Less Than or Equal To ( <= ): The value entered is less than or equal to the fax property. If the fax property contains any non-numeric characters, the comparison will return a value of false.
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Not Equal ( <> ): The value entered is not equal to the fax property. If the fax property contains any non-numeric characters, the comparison will return a value of false.
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Enter in the Value field the value that the selected fax property must contain, based on the Condition selected.
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If the values being compared are fax or phone numbers, do not enter any formatting for the number in the Value field. For example, if the number being compared is 1-555-555-1234, enter 15555551234 in the Value field.
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To add additional Values to the rule, click the + button in the Rule Conditions dialog box.
Another Value field is added to the Rule Condition allowing you to enter another comparison value.Note:
Multiple values for one rule are joined by an OR operator, meaning if any of the values entered is a match, the Rule Condition is considered true. For example, if you configure the recipient name fax property with an Equals condition and add Bob and Robert as Value fields, processed faxes can match Bob OR Robert for the Rule Condition to be true.
To remove additional Value fields, click the X button next to the corresponding value. - Click OK to add the Rule Condition and close the Rule Conditions dialog box.
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The configured rule is displayed in the Rule Conditions area of the Rule pane:
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Repeat these steps to configure additional rule conditions.
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Multiple Rule Conditions are joined by an AND operator, meaning all of the Rule Conditions must be true for the Rule to be evaluated as true.
To edit an existing Rule Condition, click the Edit Rule Condition button:To remove a Rule Condition, click the Delete Rule Condition button: -
Click Save Configuration on the Home ribbon to save the changes.
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After clicking Save Configuration, the Fax Connector Service begins processing faxes with the new configuration settings. If the service is already processing, the changes take effect immediately. If the service is paused, the changes take effect when Begin Processing is clicked.