Create a cutoff instruction - Manage Records - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Manage Records

Platform
Perceptive Content
Product
Manage Records
Release
Foundation 24.1
License

To create a cutoff instruction, complete the following steps.

  1. In Management Console, in the left pane, expand Records.
  2. Click Cutoff Instructions.
  3. Click New.
  4. Enter a cutoff instruction name.
  5. Optional. Enter a description.
  6. To add cutoff conditions, complete the following steps.
    1. Select the Add button.
    2. In the Add Condition dialog box, in the Constrain by list, click the record search constraint to use.
    3. In the Type list, select the type of search to perform.
    4. In the Field list, select the record field to use in the search.
    5. In the Operator list, select an operator to use when comparing the field and the value.
    6. In the Value box, select or type a value for the cutoff instruction.
    7. Click OK.
  7. Click OK.