Creating rules

Applies to JungleDocs for SharePoint 2010-2019.
For JungleDocs for Office 365 tutorials, click here.

Rules are the easiest way to manage JungleDocs features. They are highly customizable and easy to work with. In this tutorial, you will learn how to create the three JungleDocs rules:

  • Base rule
  • From Existing rule
  • Reports rule

About JungleDocs rules

To create new rules for a specific list or library you have to run JungleDocs from the ribbon and create the rules from the JungleDocs interface. These newly created rules will be saved to the particular list or library you have selected and will therefore not be available in other lists or libraries.

After you install and activate JungleDocs, you will already see default Base rules for the existing content types in your list or library. When you add a new content type to a library, JungleDocs will automatically create a new Base rule for that library.


Base rule

Base rules are used to create new documents, items, folders or document sets in the current list/library. The rule has a content type assigned to it, so it is stored in a specific list/library. The content type, in turn, has a template assigned to it. This means Base rules have templates assigned to them. This rule is a foundation for all other rules used by JungleDocs.

To create a Base rule

1. Open JungleDocs, click the New tab, then click New Base rule.

2. In the next window enter all of the required settings (Rule name, Small Parts library, file naming scheme etc.) and click OK. With the Base rule active and set you can now configure new From Existing and Report rules.


From Existing rule

New From Existing rules are used to consume existing metadata of other items (items or documents) to speed up the document generation process and save time on typing information manually. This way you can create a new item and pass the selected item's metadata to the one you wish to create.

To create a From Existing rule

1. Navigate to the list or library that you are going to use to create documents, and run JungleDocs from the ribbon.

2. On the From Existing tab, click New From Existing rule.

2. Under Save location, select Save to list or library, then click Browse to specify the target library that contains your content types and Base rules. Select a Base rule with the required content type and template.

3. Modify other settings, such as column mapping, and click OK.


Report rule

Report rules are used to export multiple items from a list to a single document. Report rule creation is very similar to that of New Existing rules.

To create a Report rule

1. Navigate to the list or library that you are going to use to create documents, and run JungleDocs from the ribbon.

2. On the Reports tab, click New Report rule.

3. Select the target library, the Base rule, configure other settings and click OK.

Once you've created some rules, you can move on to template configuration.

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