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Conditions and Actions Reference

This reference provides a complete listing of every condition, comparison operator, and action available in the OptimiDoc Rules Engine. Each entry includes a description and, where relevant, the rule contexts in which it can be used.


https://optimidoc.atlassian.net/wiki/download/attachments/42762374/rule-edit-conditions.png?api=v2

Screenshot: Rule editor — Conditions tab

https://optimidoc.atlassian.net/wiki/download/attachments/42762374/rule-edit-actions.png?api=v2

Screenshot: Rule editor — Actions tab

Conditions Reference

Conditions determine whether a rule fires. When a rule has more than one condition, all of them must be satisfied (logical AND) for the rule's actions to execute. The fields offered on a given tab depend on the context; the table below shows every field and where it is available.

Condition

Description

Available In

Login (Username)

Matches the user's login name. Use Is / Is Not for an exact match, or Contains, Starts With, and Matches (Regex) for pattern matching.

Login, Accept Job, Before Print, Release Job

User's Group

Matches users who belong to one or more selected groups.

Login, Accept Job, Before Print, Release Job

User

Matches one or more specific user identities.

Login, Accept Job, Before Print, Release Job

Department

Matches users assigned to a selected department.

Login, Accept Job, Before Print, Release Job

Device

Matches a specific device or set of devices where the operation is taking place.

Login, Before Print, Release Job

Device tags

Matches when the device where the operation takes place carries any of the selected tags. Choose one or more device tags with the entity picker, and use Is / Is Not as with other entity conditions.

Login, Before Print, Release Job

Job Title

Matches the document or job name. Supports Contains, Starts With, and Matches (Regex).

Accept Job, Before Print

Queue

Matches the print queue to which the job was submitted.

Accept Job

Date

Matches a calendar date. Combine with Greater Than / Less Than to match jobs before or after a given date. There is no time-of-day matching.

Accept Job

Number of Pages

Matches the page count of the job, optionally filtered by paper format (All, A4, A3, Letter, Legal) and colour mode (All, Colour, Black & White).

Release Job

Job Type

Matches the type of operation — Copy, Print, or Scan.

Release Job

Current Consumption

Matches the user's accumulated usage for the selected consumption property (Total, Print, Copy or Scan), compared with <, > or =.

Login, Before Print, Release Job

Job Consumption Estimate

Matches the estimated cost or consumption of the job about to be printed.

Before Print

The Device tags condition is available from the release following 26.07. In 26.07 and earlier the rule editor did not offer it, so grouping devices relied on individual Device conditions.


Comparison Operators

Each condition uses one comparison operator. The editor automatically offers only the operators that make sense for the selected field's type, so you cannot build an invalid comparison.

Operator

Typical Field Types

Meaning

Is

Text, entities, enumerations

Matches the value exactly.

Is Not

Text, entities, enumerations

Matches anything except the value.

Contains

Text

The value appears anywhere in the field.

Starts With

Text

The field begins with the value.

Matches (Regex)

Text

The field matches a regular expression.

Greater Than

Numeric (pages, consumption, estimate), date

The field is greater than the value.

Less Than

Numeric, date

The field is less than the value.

Equal

Numeric

The field equals the value.


Actions Reference

Actions define what happens when all conditions in a rule are satisfied. Each action is only available in specific contexts. Because evaluation is cumulative, several rules can contribute actions to the same job.

Action

Description

Available In

Force Black & White

Converts the print job to monochrome output, overriding the user's colour selection.

Before Print

Force Duplex

Forces double-sided (long-edge) printing, overriding the user's simplex selection.

Before Print

Add Watermark

Overlays configured watermark text across each page. Applies to PostScript jobs only.

Before Print

Reject Operation

Blocks the current operation and displays an error message to the user. Flags the job for rejection but does not stop the remaining rules from being evaluated.

Login, Accept Job, Before Print, Release Job

Redirect to User

Redirects the job to a different user's secure print queue. The original owner loses access to the job.

Accept Job

Redirect to Device

Sends the job to a different printer than originally intended. Useful for load balancing or routing around a broken device.

Before Print

Save Job Preview

Generates and stores a preview image of the job for auditing or review.

Before Print

Print All Jobs

Automatically releases and prints all pending jobs in the user's secure print queue on login.

Login

Send Email Notification

Sends a notification e-mail to the job owner, with a subject and message body you specify.

Login, Accept Job, Before Print, Release Job

Send Email To

Sends an e-mail to a specified recipient address. Useful for alerting administrators or cost-centre managers.

Login, Accept Job, Before Print, Release Job

Run Script

Executes a script or programme on the server, with the arguments you specify.

Login, Accept Job, Before Print, Release Job

All e-mail actions are delivered through the global mail server configured under Mail Configuration.


Practical Examples

Force Black and White for a Specific Group

Setting

Value

Context

Before Print

Condition

User's Group Is "Interns"

Action

Force Black & White

Reject Very Large Jobs at Release

Setting

Value

Context

Release Job

Condition

Number of Pages Greater Than 200

Action

Reject Operation

Auto-Print All Jobs on Login

Setting

Value

Context

Login

Condition

User's Group Is "SmallOffice"

Action

Print All Jobs

Add Watermark to Confidential Documents

Setting

Value

Context

Before Print

Condition

Job Title Contains "confidential"

Action

Add Watermark "CONFIDENTIAL"

Alert a Manager When Consumption Exceeds a Threshold

Setting

Value

Context

Release Job

Condition

Current Consumption Greater Than 1000

Action

Send Email To "billing@example.com"

Redirect Jobs from a Broken Printer

Setting

Value

Context

Before Print

Condition

Device Is "Printer-Floor3-East"

Action

Redirect to Device "Printer-Floor3-West"


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