Defining print image or PDF records

Each field in your ACL table must be defined as a field in a print image or PDF record. You can define one detail record, and one or more header record, and one or more footer record, if needed.

To define a record:

  1. Define a field you want to include in the record.
  2. Select a unique area that is either part of the selected field, or will be located in the record you are defining. The area you select must be in the same location in each record entry and should not be repeated in areas outside the record. Unless you are defining a multi-line record, you must select a unique area on the same line.

    The Record Definition dialog box is displayed.

  3. Select the type of record to create from the following options:
    • Detail – Detail records are the main information you want to capture from the report. For example, in a report listing overdue invoices, the invoice entries are the detail records. You can only define one detail record.

    • Header – Header records are master records that have detail records associated with them. For example, a report might list customer account information (header record) followed by a list of unpaid invoices (detail record). Header information is added to each detail record following the header record until another header record of the same type is encountered. If necessary, you can define more than one header record.

    • Footer – Footer records are used to capture information below a group of detail records and should be included with each detail record in the ACL table. Footer information is added to each detail record proceeding the footer record until another footer record of the same type is encountered. If necessary, you can define more than one footer record.

  4. If you are creating a Header record, select the Transparent checkbox if you want to prevent Header records from splitting a Detail record. This is useful if lines from a multiline Detail record may be separated by a page break.
  5. Enter the name for the record in the Record Name text box.
  6. If necessary, modify the value in Lines in Record to change the number of lines spanned by the record.
  7. Complete the following steps, as necessary, to modify the logic used to identify the record:
    1. Click the button below the Include or Exclude label and select the appropriate option from the context menu. Select Include to include records that match the criteria, or Exclude to exclude records that match the criteria.
    2. Click the button below the Match On label and select the appropriate option from the context menu.
      • Exact Match – Searches for an exact match with the specified text in the specified line and start position, but not range. This is the default value.

      • Alpha – Searches for alphabetic characters (A-Z, a-z) in the specified line and range.

      • Numeric – Searches for numeric values (0-9) in the specified line and range.

      • Blank – Searches for blanks in the specified line and range.

      • Non-Blank – Searches for any characters that are not blank in the specified line and range.

      • Find in Line – Searches for the specified text anywhere in the specified line.

      • Find in Range – Searches for the specified text in the specified line and range. Ranges are indicated as start:end where start is the starting position and end is the end position on the same line. For example 1:5 defines a range that starts in the first byte position and extends to the fifth byte position.

      • Custom Map – Search for the mapping criteria in the text box in the specified line and starting position, but not range.

    3. Enter or modify the value in the Text text box to specify the text or custom map value to search for.
    4. Enter or modify the value in the Line text box to specify the line of the record to test using the filter criteria.
    5. Enter of modify the value in the Start or Range text box to specify the position or range (using the syntax start:end) to test using the filter criteria.
    6. Click the button below the Logic label and select the appropriate option from the context menu from the following options:
      • And – Specifies that both the current and any subsequent expressions must evaluate to true. If you select And, a new line is added to the dialog box.

      • Or – Specifies that either the current expression or the expression that follows must evaluate to true. If you select Or, a new line is added to the dialog box.

      • Insert Criteria – Inserts a new expression. If you select Insert Criteria, a new line is added to the dialog box.

      • Delete Criteria – Removes the current expression.

      • New Group – Creates a new group of criteria. If you select this option, ACL adds an And/Or statement and a new line to the dialog box. The default logic for the new group is Or, but you can change it to And.

      • End – Terminates the filter criteria specification. Only the last expression can and must contain an End statement.

      If you add additional criteria expressions, you need to specify values for each required field for the expression you are defining. You can specify some of the field values by selecting text in the Print Image File Definition/PDF File Definition page, and then you must make any additional changes by clicking the buttons and selecting the appropriate options or by entering text directly in the text box.

  8. Click OK.


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