2019.2

occurred and all data fields related to subsequent steps will be greyed out. Click the Messages
tab (next to the Step properties pane) to see any error messages.
To test the extraction workflow on all records that are displayed, you can either:
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.
Note
How many records are displayed in the Data Viewer (200, by default) is specified in the Record
limit on the Settings pane.
Selecting data
In order to extract the data, it is necessary to first define the data to be extracted, by selecting it.
How this is done depends on the data source type. The following paragraphs explain how to
create and manipulate a data selection for each different type of data.
Data selections are used to extract promotional data ("Extracting data" on page254),
transactional data ("Extracting transactional data" on page260) and to apply a condition to an
extraction (Condition step). They can also be used to control the workflow through conditions
and loops.
Right-clicking on a data selection displays a contextual menu with the actions that can be
performed with that selection or the steps that can be added with it. 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.
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