Support Central
Document Processes selects the most specific rule. If multiple rules match, the highest ranked rule between them is selected.
When a review is started in Document Processes, Aconex looks at how many metadata fields in the document match against each rule (such as Type, Discipline, and Status ). The rule with the most matches is applied. If multiple rules have the same number of matches, the highest ranked rule is applied.
We recommend you configure your rules as specific as possible to ensure documents go into the correct review process.
For example, a document is sent into review with the following metadata:
The review matrix is configured with two rules:
| Rule Name | Rule Ranking | Filter Criteria |
|---|---|---|
| Rule A | 1 | Electrical (Discipine) |
| Rule B | 2 | Electrical (Discipine) Drawing (Type) |
In this example Rule B is applied as it matches two pieces of document metadata. The rule ranking does not apply as there are no other rules that match two pieces of metadata.
Now lets add another rule:
| Rule Name | Rule Ranking | Filter Criteria |
|---|---|---|
| Rule A | 1 | Electrical (Discipine) |
| Rule B | 2 | Electrical (Discipine) Drawing (Type) |
| Rule C | 3 | Drawing (Discipine) For Review (Status) |
This time the document matches two pieces of metadata in both Rule B and Rule C. The highest rule ranking is applied and the document matches to Rule B.
Lets add one more rule:
| Rule Name | Rule Ranking | Filter Criteria |
|---|---|---|
| Rule A | 1 | Electrical (Discipine) |
| Rule B | 2 | Electrical (Discipine) Drawing (Type) |
| Rule C | 3 | Drawing (Discipine) For Review (Status) |
| Rule D | 4 | Electrical (Discipine) Drawing (Type) For Review (Status) |
