Difference between revisions of "Defining a Selection"
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|NewMbrs || 2 || Field || MBR_OPEN_DATE || >=$(MonthStart)<=$(MonthEnd) | |NewMbrs || 2 || Field || MBR_OPEN_DATE || >=$(MonthStart)<=$(MonthEnd) | ||
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| + | [[Selection Action|Selection Actions Defined]] | ||
Revision as of 23:14, 19 April 2013
Overview
Selections are defined in the "Select Sheet" of the main DocumentDistribution file, or in the "Select Sheet" of an Excel Template file. A selection is a series of steps that all share the same name. Each step is entered on a separate row and is given a unique step number that determines the order of execution for that step within the overall selection. The step is defined by the Type, TypeName and TypeValue columns which are described in more detail.
Name
- The Unique name of the selection. All steps in the same selection use the exact same name.
Step
- Sequence number (1 to N), the execution order of each step.
Type
- The type of action for the current step of the selection. Types can be actions, field selections, bookmark selections, ...
TypeName
- Name of the Action, Bookmark, Field or Dimension
TypeValue
- Corresponding value that varies depending on the type of action. For example, it could be the name of the bookmark, or a value for a field selection.
| Name | Step | Type | TypeName | TypeValue |
|---|---|---|---|---|
| NewMbrs | 1 | Clear | All | |
| NewMbrs | 2 | Field | MBR_OPEN_DATE | >=$(MonthStart)<=$(MonthEnd) |
Selection Actions Defined
