Exit on Success

A successfully executed Auto-Index profile means that any not null data has been returned from a data source. If a value is returned, and the Exit on Success box is checked, Auto-Index will not attempt to execute the next profile.

When multiple profiles are assigned to a document type the order the profiles are executed, and whether Exit on Success has been selected, will have a direct impact on Auto-Index performance and the data that is returned.

Expected Exit on Success behavior:

  1. If Exit on Success is configured for the first of several profiles and a value is returned, Auto-Index will always mark the query as successful and will not execute any other profile.
  2. If a profile is configured to return three property values but only one value is returned, Auto-Index marks the query as successful and will not proceed to the next profile.
  3. When Auto-Indexed is called from Retro-Index, the Exit on Success flag will be ignored. The Retro-Index service will process all configured profiles, in the order specified. Documents will remain in the retro-index queue until all expected properties are returned.

Example:

An invoice document type is configured for the following 5 profiles:

Name

Database Table

Expected Results

Exit on Success

Profile 1

Vendor

Returns vendor name

No

Profile 2

Current Vouchers

PO Number

Yes

Profile 3

Pending Vouchers

PO Number

Yes

Profile 4

Historical Vouchers

PO Number

Yes

Profile 5

Posted Checks

Returns check number

No

The first profile is configured to return vendor information and is not flagged to Exit on Success because you want Auto-Index to proceed to the next profile. In the example above, additional voucher information is stored in one of three tables (Current, Pending or Historical), profiles 2 – 4 are configured to exit on success if information is returned. So if information is found in the current voucher table Auto-Index will not attempt to look for information in the Pending or Historical Vouchers tables. Profile 5 represents a profile configured to return a check number. Since check numbers are usually indexed to the invoice at a later date through Retro-Index, Profile 5 is placed last on the list.

When configuring multiple profiles, always list Retro-Index profiles at the end of the list.

If configuring profiles for both Auto and Retro-Index, configure your last Auto-Index profile to exit on success.


Auto-Index

Triggering the Auto-Index Process