Use Pattern

Use this area to define the screening rule.

  1. Choose the skeleton of a function from the drop-down list.

  2. Enter content between the quotation marks.

For example, choose Find(""); and then type mortgage between the quotation marks ("mortgage"). This function matches any e-mail that contains the text string mortgage.

If you choose a skeleton including the arguments "RegEx" or "Key," you must substitute text for RegEx and Key. For example, if you choose RegExFind("RegEx","Key"), you must alter it to something like RegExFind("\d\d\d","id_number").

  1. Select the operators && (and), || (or), and ! (not) to connect or modify functions.

See Constructing Screening Rules for more information on functions, operators, and regular expressions.

  1. Select check box(es) indicating where you want to search for the pattern: the e-mail's subject, body, header, or any combination thereof.

If you select more than one of these check boxes, the default behavior is that the rule applies to each area in turn; for example, with Subject and Body selected, the rule applies first to the Subject, then to the Body.

The alternative behavior is for all selected items to first be concatenated so that the rule applies to all at once. To enforce this behavior for all screening rules, set the subject-body-header option for both Knowledge Manager and Classification Server to true. To enforce it for a particular screening rule:

  1. Leave subject-body-header set to false.

  2. Open the rule in the Screening Rule Editor.

  3. Select the Merge sources checked above check box.

Note: Setting subject-body-header to true overrides any selection of the Merge sources checked above check box for a particular rule.