Route Definition

Specifies the Content Type that this route definition applies to.
If no value is provided, the route will apply to unclassified documents (documents without a content type).

Can be one of the following types:

Specifies the name of the Batch Process that documents matching this route will be sent to.
This value must match the name of a published Batch Process.
The process determines the downstream workflow for routed documents.

Specifies the Content Type that will be assigned to the routed document after processing.

If set, the routed document will have its 'Content Type' changed to the specified Content Type.
If not set, the document retains its original 'Content Type'.

Usage

• Use this property to convert documents from one Content Type to another as part of the routing process.
• This is commonly used when routing unclassified or generic documents into a downstream Batch Process that expects a specific Content Type.

Example

Suppose you have incoming documents with no classification. You can set 'TargetType' to assign them a specific Content Type as they are routed.

Defines a list of Data Actions that are executed to transfer or transform data from the source Content Type to the target Content Type during routing.

How It Works

• Each Data Action in the list is applied in order.
• Actions operate on the data elements of the source and target Content Types.
• This enables mapping, copying, or transforming data fields as documents are routed.

Example

If the source and target Content Types have fields with different names or formats, you can add Data Actions to map and convert values as needed.

A code expression that is evaluated for each document.
If provided, the route will only apply when the expression evaluates to true for the current document.
Use this to add custom logic or conditions to your routing rules.

Can be one of the following values:

Time Grouping controls how archived Batch objects are organized into subfolders under the destination Folder during the archive operation.

• Use this setting to group batches by year, month, day, week, or quarter, or to disable subfoldering entirely.
• The selected value determines the folder structure created for each batch, based on its 'Created' date.

Select the grouping that best matches your organization's archival and retrieval needs.

When enabled, the document is duplicated and routed to the target Batch Process, leaving the original in place.
If false, the document is moved out of the source batch and into the new batch.
Cloning is useful when you want to retain the original document for audit or parallel processing.

When enabled, routed batches are created in a paused state and will not begin processing until manually resumed.
Use this option if you want to review or configure the batch before processing starts.
If false, the batch will begin processing immediately after routing.