120-450 MetaServer Edit – Reserve
With MetaServer’s Reserve rule, you can reserve documents to be validated or organized by a specific operator based on a field value holding the operator’s windows user name. To set the value, you can use standard rules like Set Field Value rules, Replace Text rules, Find rules using DB lookup, etc.
NOTE: It’s possible to manually unreserve an automatically reserved document with the operator client.
Reserving documents can be useful for MetaServer workflows with multiple Operator Clients. Because only the reserved user can access that document, it will avoid operators handling each other’s documents during organizing and .
In our example, we will make use of the “CB – INVOICES US” workflow. This workflow is automatically installed with CaptureBites MetaServer.
We want to automatically reserve each document based on the scanner-user. In our example case, the scanner-user is found by extracting the subfolder name of the document’s import folder with a Set Field Value rule. After that, we use a Replace Text rule to replace the names with the corresponding windows user name.
Finally, we use that field value to reserve the document for that user.
First, add a description to your rule. Then, set the Reserve user. You can press the dropdown button to select different system and field values to compose your windows user name. In this case, we select the field “Scanned by”.
TIP: you can copy the current settings and paste them in another setup window of the same type. Do this by pressing the Settings button in the bottom left of the Setup window and by selecting Copy. Then open another setup window of the same type and select Paste.
You can see your reserved documents by pressing the Open Document button in the Operator client.
If you want to see the reserved documents for all users, uncheck the “Hide reserved” box.
The status bar will also show, between brackets, how many of the total documents are reserved for you.
In the example above, it shows that there are 2 reserved documents of a total of 3 waiting to be validated by the current user.