Defining a Selection

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