Not reusing layout

This example describes how to configure a PreformatIN Event to extract and transfer field data to any type of Process.

Load the sample

The sample is available as a the resource PhoneInvoice.lxf in a resource set available to the PreformatIN tool.

1	Select File > Open Sample. The Select Resource dialog box opens.

2	Browse to, and select, the resource PhoneInvoice.lxf. The corresponding sample is loaded.

Define static fields

Select Insert > New Field and click on the text segments that you want to define as fields. For each field, select the field and configure the properties in the Properties view.

Define areas for floating text

Select Insert > New Frame and draw a rectangle around the area that contains text in floating positions. A new block is automatically added to the top of the frame.

Define blocks

1	Move and stretch the first block so that it covers all text you want to include in the block. Rename the block.

2	Select Insert > New Block. A new block is added to the frame.

3	Move and stretch the new block so that it covers all text you want to include in the block. Rename the block.

4	Repeat steps 2 and 3 for all blocks.

5	For each block, select the block and configure the properties in the Properties view.

Define fields within blocks

For each block:

1	In the Message tree, select the block. The block is activated on the PreformatIN sheet.

2	Select Insert > New Field and click the first text segment in the block.

3	Configure the field properties in the Properties view.

4	Click the next field, configure the field properties, and so on.

Specify a Message pattern

Select Insert > New Pattern and click the text segment “INVOICE”. The text segment “INVOICE” is automatically specified as the match criterion.

Specify block patterns

For each block:

1	Select the block.

2	Select Insert > New Pattern and click the text segment you want to use as pattern.

3	Rename the pattern and specify the match criterion.