Save, Load, and Delete Custom Placeholder Definitions

You can save custom placeholders and load them into the Custom Placeholder Configuration dialog at a later date.

Save a Custom Placeholder Definition

The Custom Placeholder settings and definitions may be saved and later retrieved for loading rather than creating them manually each time.

  1. When creating a Flex Processor Rule, in the Flex Processor Rules Manager, click Select metadata fields. This option appears when you select Placeholder or Placeholder with Document Text for your action while running the Flex Processor on a Processing job.

  2. Select the options in the Custom Placeholder Configuration dialog. For complete information on creating Custom Placeholder Definitions, see Create Custom Placeholders for Processing Jobs and Cases (Projects).

  3. Click . The Enter Description dialog appears.

  4. Enter an optional description. A maximum of 100 characters is permitted. Use a single space if a description is not necessary.

  5. Click OK. A dialog prompt appears stating Placeholder saved as ID [Placeholder number]. The settings are saved to the configuration database.

  6. Click OK to close the Custom Placeholder Configuration dialog.

Load a Saved Custom Placeholder Definition

Existing definitions can be loaded into the Custom Placeholder Configuration dialog.

  1. If necessary, click Select metadata fields in the Flex Processor Rules Manager. This option appears when you select Placeholder or Placeholder with Document Text for your action while running the Flex Processor on a Processing job.

  2. Click to open the Load Stored Placeholder dialog.

  3. Select a Stored Placeholder.

  4. Click OK. The Custom Placeholder Configuration dialog populates with the settings replacing the previous settings.

Delete a Saved Custom Placeholder Definition

You can delete stored custom placeholder definitions.

  1. In the Flex Processor Rules Manager, select a rule and then click Select metadata fields. This option appears when you select Placeholder or Placeholder with Document Text for your action while running the Flex Processor on a Processing job.

  2. Click to open the Load Stored Placeholder dialog.

  3. Select a Stored Placeholder.

  4. Click . The Confirm Deletion dialog appears.

  5. Click Yes to delete the placeholder.

 

Related Topics

Create Custom Placeholders for Processing Jobs and Cases (Projects)