2018.2

Table Of Contents
l
Click the Validate All Records toolbar button.
l
Select Data > Validate Records in the menu.
If any errors are encountered in one or more records, an error message will be displayed. Errors
encountered while performing the extraction workflow on the current record will also be visible
on the Messages tab.
Selecting data
In order to extract the data, it is necessary to first define the data to be extracted, by selecting it.
It depends on the data source file type how this is done. The following paragraphs explain how
to create and manipulate a data selection in each different type of file.
Data selections are used to extract promotional data ("Extracting data" on page181),
transactional data ("Extracting transactional data" on the facing page) and to apply a condition
to an extraction (Condition step).
Right-clicking on a data selection displays a contextual menu with the actions that can be done
with that selection or the steps that can be added to them. That menu also displays the
keyboard shortcuts.
Text or PDF file
To select data in a Text or PDF file, click on a starting point, keep the mouse button down, drag
to the end of the data that needs to be selected and release the mouse button. The data
selection can contain multiple lines.
To resize a data selection, click and hold on one of the resize handles on the borders or
corners, move them to the new size and release the mouse button.
To move the data selection, click and hold anywhere on the data selection, move it to its new
desired location and release the mouse button.
Note
In a Text or PDF file, when you move the selection rectangle directly after extracting data, you can
use it to select data for the next extraction.
However, moving the selection rectangle that appears after clicking on a field in the Data Model
Page 185