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Example - Assigning Categories by Variable Value

In this example, you assign .doc files to one of three categories (Fax, Change Order, Memo) depending on the value of the file's Doc Type card variable.

Prior to creating the categories, you must create a card variable called Doc Type for .doc files. See Edit Variables Dialog Box.

  1. Right-click Categories and select New category.
  2. From the Category dialog box, type Fax for Name.
  3. For Description, type: One of three categories for .doc files: Fax, Change Order, and Memo
  4. Create a condition (see Creating Conditions for Workflows):
    1. Under Conditions, click New .
    2. Under Type, click Click here to change, then click again and select Filepath.
    3. Under Argument, click to display the text box, then type %.doc.
  5. Create another condition:
    1. Click New .
    2. Under Type, click Click here to change, then click again and select Variable.
    3. Under Variable Name, click to display the choice box, then click again and select Doc Type.
      If Doc Type is not listed, you must create a Doc Type card variable for .doc files.
    4. Under Argument, click to display the text box and type Fax.
  6. Click OK.
  7. Repeat this procedure to create Change Order and Memo categories, specifying the variable values under Argument as Change Order and Memo, respectively.
  8. To test the categories:
    1. On the data cards for three .doc files, set the Doc Type variable to one each of Fax, Change Order, and Memo.
    2. Check in the files and confirm they are assigned the correct category.

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