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Rule Contexts Reference

Every rule in OptimiDoc operates within a specific context that determines when it is evaluated and which conditions and actions are available. OptimiDoc provides exactly four contexts. This reference explains when each one fires and lists the exact conditions and actions you can use in each.


Overview of Contexts

Context

Trigger Point

Typical Use Cases

Login

A user logs in to a device

Restrict device access, auto-print all held jobs, notify administrators

Accept Job

A job is received from a device

Block jobs by queue or job title, redirect to another user, send notifications

Before Print

A job is about to be sent to the printer

Force black & white or duplex, add a watermark, redirect to another device, save a preview

Release Job

A user releases a job for printing

Validate page count or job type, reject jobs by consumption, run scripts

Within a context, active rules are evaluated in priority order — the lower the number, the higher the priority. Evaluation is cumulative, not first-match: every rule whose conditions are satisfied applies its actions, and matching does not stop at the first rule that fires. Inactive rules are skipped, and a Reject Operation action flags the job for rejection without halting the remaining rules.

The conditions and actions offered on each context's tab are supplied by the server, so the rule editor only ever lets you build valid combinations. The tables below list what each context exposes.


Login

The Login context is evaluated when a user logs in to a multifunction device, before the device menu is displayed. Use it to control access to devices or to trigger automatic actions on authentication.

Available Conditions

Condition

Description

Login (Username)

The user's login name

User's Group

The user's group membership

User

A specific user identity

Department

The user's department

Device

The device being accessed

Device tags

The tags carried by the device being accessed

Current Consumption

The user's accumulated usage for a chosen property (Total, Print, Copy or Scan)

Available Actions

Action

Description

Reject Operation

Deny access to the device

Print All Jobs

Automatically release and print all held jobs on login

Send Email Notification

E-mail the job owner

Send Email To

E-mail a specified address

Run Script

Execute a script or programme on the server


Accept Job

The Accept Job context is evaluated the moment a job is received from a device, before it is stored in the job queue. This is the earliest point at which you can intercept and act on a job.

Available Conditions

Condition

Description

Login (Username)

The login name of the user who submitted the job

User's Group

The group(s) the user belongs to

User

A specific user identity

Department

The user's department

Job Title

The document or job name

Queue

The print queue to which the job was submitted

Date

A calendar date; combine with Greater Than / Less Than to match before or after a given date

Available Actions

Action

Description

Reject Operation

Refuse the incoming job

Redirect to User

Reassign the job to a different user's queue

Send Email Notification

E-mail the job owner

Send Email To

E-mail a specified address

Run Script

Execute a script or programme on the server


Before Print

The Before Print context is evaluated just before a job is dispatched to the physical printer. At this stage the job has already been accepted and is about to leave the OptimiDoc queue, making it the right place for last-minute modifications or redirections.

Available Conditions

Condition

Description

Login (Username)

The login name of the user who owns the job

User's Group

The user's group membership

User

A specific user identity

Department

The user's department

Device

The target output device

Device tags

The tags carried by the target output device

Job Title

The document or job name

Current Consumption

The user's accumulated usage for a chosen property (Total, Print, Copy or Scan)

Job Consumption Estimate

The estimated cost of this job

Available Actions

Action

Description

Force Black & White

Convert the job to monochrome output

Force Duplex

Force double-sided (long-edge) printing

Add Watermark

Overlay watermark text on each page (PostScript jobs only)

Reject Operation

Cancel the job before it prints

Redirect to Device

Send the job to a different printer

Save Job Preview

Store a preview image of the job

Send Email Notification

E-mail the job owner

Send Email To

E-mail a specified address

Run Script

Execute a script or programme on the server


Release Job

The Release Job context is evaluated when a user releases one or more held jobs at a device. It is typically used in pull-printing scenarios where jobs are held until the user authenticates at a device.

Available Conditions

Condition

Description

Login (Username)

The login name of the user releasing the job

User's Group

The user's group membership

User

A specific user identity

Department

The user's department

Device

The device where the job is being released

Device tags

The tags carried by the device where the job is being released

Number of Pages

The page count of the released job (optionally filtered by paper format and colour mode)

Job Type

The type of operation — Copy, Print, or Scan

Current Consumption

The user's accumulated usage for a chosen property (Total, Print, Copy or Scan)

Available Actions

Action

Description

Reject Operation

Prevent the job from being released

Send Email Notification

E-mail the job owner

Send Email To

E-mail a specified address

Run Script

Execute a script or programme on the server


Context Selection Guidelines

  • Use Login for access control, automatic print-all, and user notification at the device panel.

  • Use Accept Job when you need to act on jobs as early as possible — for example, blocking jobs by queue name or redirecting them to another user.

  • Use Before Print when you need to modify output just before it is sent — forcing black & white, adding watermarks, or redirecting to a different device.

  • Use Release Job for pull-printing scenarios where decisions depend on page count, job type, or the user's consumption at the moment of release.


Note on unavailable conditions. The rule editor exposes only the fields listed above. There is no standalone colour, paper-size, or duplex condition, and no time-of-day or day-of-week condition — use the Number of Pages sub-selectors for paper format and colour, and the Date field for calendar-based matching. The Device tags condition, shown above for the Login, Before Print and Release Job contexts, is available from the release following 26.07; in 26.07 and earlier the rule editor did not offer it.


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