Search and Insert Before

Source

• Source: Specifies the source for the data on which you want to perform the action.

  • Embedded Template:

    • Value: Use the input box to enter the data that you want the action to use. Alternatively, you can add a variable to specify the data or add a special character to the value that you enter.

    • Import: Opens the Open File dialog so that you can browse to and select a file that contains the data that you want. The contents of the file are imported into the Value input box.

    • Export: Opens the Save File dialog so that you can save the contents of the Value input box as an external file. You can save the value as a new file or replace the contents of an existing file.

    • Edit embedded value : Opens the Value for dialog, where you can edit the value of the embedded source.

  • Variable:

    • Variable: Enter the variable that you want to use for the source. Alternatively, click to select a recently used variable or to click More Variables to open the Insert Variable dialog.

  • External File:

    • Location: Specifies the file system or location where the source folder exists. File systems or locations can include a temporary storage folder, local file systems or network shares, Librarian, or a supported cloud storage location. For more information about supported cloud storage locations, refer to the Administration Console Cloud Storage Page.

    • File Name: Specifies the file path. You can enter the folder location and file name or click Browse to locate and select the file that you want (the Browse option is not available when Location is set to Temporary Storage). Alternatively, you can add a variable to specify the file or add a special character to the value that you enter.

    • Last Published Revision: Specifies that the action uses the last published revision of the specified Librarian file. This option takes effect only when the Librarian file is assigned to a workflow. Available when Location is set to Librarian.

    • File Encoding: Specifies the encoding scheme that is used by the source file.

Options

• Show CR/LF/HT characters: Specifies that carriage return («CR»), line feed («LF»), and horizontal tab («HT») control characters are displayed when you enter them in the Search for and Insert boxes. These characters are otherwise not visible.

• Search for: Specifies the text or characters that you want to search for in the source. Alternatively, you can add a variable to specify your search term or add a special character to the value that you enter. You also have the option of using a regular expression or wildcard modifier to make your search more specific.

• Search Method: Specifies the method to use for performing the search:

• Literal: Searches only for text that you enter.

• Use Wildcards (* and ?): Searches by using wildcard characters to expand or refine your search.

• Use Regular Expression: Searches by using regular expressions to expand or refine your search.

• Search text contains variables or expressions: Specifies that the search text contains one or more variables or expressions, in which case the variables or expressions are processed in the search text before the operation runs.

• Insert: Specifies the text or characters that you want to insert. Enter the content that you want. Alternatively, you can add a variable that specifies the content to insert or add a special character to the value that you enter.

• Insert text contains variables: Specifies that any variables that are contained in the insert text are processed before the text that is being inserted.

• Occurrences:

• All occurrences: Specifies that the provided text or characters are inserted for each instance of the search text or characters that is found.

• First occurrence only: Specifies that the provided text or characters are inserted only for the first instance of the search text or characters that is found.

• First {#} occurrences: Specifies that the provided text or characters are inserted only for the specified number of instances of the search text or characters that are found (in the order in which they are found).

Output

• Save output to variable: Specifies the variable to which you want to save the output of the action. Enter the variable that you want. Alternatively, you can add a variable.

Action

• Name: Specifies the name of the action. You can replace the default name by entering a new name in the field.

• Description: Specifies a description for the action.

• Run Action: Specifies how often you want the action to run.

  • Always: Specifies that the action runs each time the event occurs.

  • Never: Specifies that the action does not run when the event occurs.

  • Conditionally, based on variable: Specifies that the action runs only when a selected variable meets a specified condition. Use this option in situations in which there is only one condition that determines whether the action runs. After you select this option, you can create the conditional statement in the input box.

    Input box controls

    • Variable: Specifies the variable that you want to use for the conditional statement. Enter the variable in the input box. Click to see a list of recently used variables or click More Variables to open the Insert Variable dialog.

    • [Relational Operator]: Specifies the relational operator to use for the conditional statement. Click the existing operator to display a list of additional operators, and then click the one that you want to use. For more information, refer to Relational Operators. The operators that are available in the list depend on whether you selected Text or Decimal for the Type option.

    • Value: Specifies the values to use for the conditional statement. To add a value, click , click <enter a value>, enter the value that you want, and then press Enter. To delete a value, use the secondary mouse button to click it, and then click Delete. Some operators, such as Is blank and Is not blank, do not require a value to be specified. In these situations, the Value field is not available.

    • Type: Specifies whether the conditional statement is evaluating a text or decimal value.

  • Conditionally, based on expression: Specifies the conditions under which the action runs. Use this option for situations that require more than one conditional statement. When you select this option, you can create the conditional expression in the input box by creating the conditional statements that you want. You create and edit your conditional expression on the Tree View tab. Click the Text View tab to see a read-only text view of the conditional expression.

    Input box controls (Tree View tab)

    • [Conditional Joiner]: Specifies the conditional joiner for the conditional statements within the group. The default conditional joiner is And.

      Click the existing conditional joiner to display a menu that you can use to configure your conditional expression in one of the following ways:

      • And, Or, NotAnd, NotOr: Click the conditional joiner in the list that you want to use for the conditional statements. For more information about the supported conditional joiners, refer to Conditional Joiners.

      • Add Condition: Click to add another conditional statement to the current group.

      • Add Group: Click to add a subgroup of conditional statements to the current group.

      • Remove Group: Click to delete the subgroup. Available when you open the menu from a subgroup.

      • Clear All: Click to delete all conditional statements (including subgroups). Available when you open the menu from the top-most group.

    • : Adds a conditional statement to the group that is associated with that joiner. Visible to the right of each conditional joiner in your expression.

    • :  Deletes the conditional statement. Visible to the right of an existing conditional statement when you point to the statement.

    • Variable: Specifies the variable that you want to use for the conditional statement. Enter the variable in the input box. Click to see a list of recently used variables or click More Variables to open the Insert Variable dialog.

    • [Relational Operator]: Specifies the relational operator to use for the conditional statement. Click the existing operator to display a list of additional operators, and then click the one that you want to use. For more information, refer to Relational Operators. The operators that are available in the list depend on whether you selected Text or Decimal for the Type option.

    • Value: Specifies the values to use for the conditional statement. To add a value, click , click <enter a value>, enter the value that you want, and then press Enter. To delete a value, use the secondary mouse button to click it, and then click Delete. Some operators, such as Is blank and Is not blank, do not require a value to be specified. In these situations, the Value field is not available.

    • Type: Specifies whether the conditional statement is evaluating a text or decimal value.

Error Handling and Diagnostics

• Ignore errors and continue running actions: Specifies that if the action fails, the remaining actions continue to run. When this option is not selected and the action fails, the resulting behavior depends on several factors, as follows:

  The action is within a Group action

  • If you specified Sequentially for the Execute Actions property on the Group action's Execution tab, no further actions within that Group action are run. No actions outside of this Group action are affected.

  • If you specified In Parallel for the Execute Actions property on the Group action's Execution tab, the errors are ignored, and the other actions within that Group action are run. No actions outside of this Group action are affected.

  The action is not within a Group action

  • If you specified Sequentially for the Execute Actions property on the event's Execution tab, no further actions within the event are run.

  • If you specified In Parallel for the Execute Actions property on the event's Execution tab, the errors are ignored, and the other actions within the event are run.

• Retry if failed: Specifies that if the action fails, BarTender tries to run it again.

  • Maximum retries: Specifies the maximum number of times that BarTender tries to run the action again. Available when the Retry if failed option is selected.

  • Retry interval: Specifies the length of time that BarTender waits after the action fails before it tries to run the action again. Available when the Retry if failed option is selected.