Patterns

A Pattern describes the Active Site inputs that will be part of a rule i.e. site = finance. Patterns are used by RecordPoint to evaluate content submitted from the Active Site. Patterns can be used across more than one rule, and rules can contain many patterns, to provide the specificity necessary to identify a piece of Active Site content as a discrete type of record (dealt with in detail below).
Patterns can be applied at a number of levels within the SharePoint hierarchy. A RecordPoint pattern can be configured to evaluate based on the SharePoint site, library/list, content type and metadata values. In addition, patterns can evaluate based on a number of criteria. These criteria include conditions such as - equals, contains, begins with, ends, does not equal etc.


Examples of patterns include:
site = Finance
library = Reporting
content type <> Budget Report
metadata field = Annual Report
It is important to note that a pattern is not actively used by RecordPoint until it is used within a rule.