Merge rules: Skip Record If

We all know the frustration of going through countless records, trying to determine whether to create a document or not. It's a time-consuming task that often requires careful scrutiny (that's prone to human error). But what if there was a way to simplify this process? Enter Publigo's innovative Skip Record If feature! This awesome tool helps you automatically streamline your workflow by determining whether to create a document or not based on specific conditions with ease, saving you valuable time and effort!

In this article, we'll explore how Publigo's Skip Record If feature works and discuss its benefits.  

In this article

How does it work?

With Publigo, you can set up Merge rules and specify conditions to automatically skip records that don't meet your specific requirements. Let's say you're evaluating a dataset of job applicants, and you only want to create documents for candidates who have successfully passed a technical interview. Normally, you would need to manually sift through each record, checking for the "Passed" remark and deciding whether to proceed or not. 

Publigo's Skip Record If feature revolutionizes this process. You can create a rule that instructs Publigo to skip any record that doesn't have the " Passed" remark in the relevant field. This means that all records that don't meet your criteria will be automatically excluded from the document creation process, saving you time and effort.

Scenario

To better illustrate this, imagine that you have a spreadsheet of 100 job applicants, and you want to create job offer letters for candidates who have successfully passed both the technical and HR interviews. Instead of manually going through each row, you can use Publigo's Skip Record If feature to skip all the candidates who have remarks like " Failed Technical Interview" or " Pending HR Interview." The system will swiftly exclude these records, leaving you with a refined list of candidates who have passed both interviews, ready for document generation. 
By leveraging Publigo's Skip Record If feature, you can focus your attention on the most relevant records, significantly reducing the time and effort spent on manual filtering. This feature empowers you to make well-informed decisions about document creation, ensuring that you allocate your resources efficiently and effectively.

Benefits and Impact

Time-Saving Efficiency 
By automating the process of record selection, Publigo's Skip Record If feature saves you valuable time and effort. Instead of manually reviewing each entry, you can rely on Publigo's algorithms to identify and exclude irrelevant records swiftly. 
Enhanced Accuracy 
With the elimination of manual review, the risk of human error decreases significantly. Publigo's intelligent algorithms consistently apply the predefined criteria, ensuring that your document creation process remains accurate and reliable. 
Scalability and Consistency 
Whether you're dealing with a small dataset or a massive collection of records, Publigo's Skip Record If feature maintains its efficiency. The automated process remains consistent, regardless of the dataset's size, enabling seamless scalability.

How to use

We’re going to use the scenario above for this walkthrough:

1

In the Publigo main page, click More actions > Merge rules > Skip Record If. 

2

Specify the criteria needed for your document merge. 

Using our example, we will generate job offer letters only for applicants who: 

  • Received the "Passed" remark in their interviews. 
  • Applicants with remarks other than "Passed" (e.g., Failed Technical Interview, Pending HR Interview) will be skipped.  

To do this: 

A. Select the relevant Marker (interview remarks in our example). 

B. Under Condition, specify the criteria (Is different than in our case). 

C. Enter the value in the Compare to field (“Passed”). 

D. Click SAVE for the changes to take effect.

Info: These are the parameters and the available options for our Skip Record If feature: 

A. Marker - Select the relevant marker.

B. Condition - Choose the option that applies to your use case.

    • Is equal to
    • Is different than
    • Is lower than
    • Is higher than
    • Is lower or equal to
    • Is higher or equal to
    • Is empty
    • Is not empty

C.  Compare to - Enter the value of the condition you want to test.

3

Click the Generate PDF button.

You will notice that the button says Generate 100 PDF (rows). 
But you will also see that Publigo will skip records that do not meet rule #1 that we specified (interview remarks Is different than "Passed"). 

You can see Publigo's intelligent algorithm in action as it automatically identifies and excludes irrelevant records swiftly using the specified criteria - ensuring that your document merge process remains accurate and reliable. 

Recap

Publigo's Skip Record If feature is a game-changer offering a streamlined approach to document creation by automatically skipping records that don't meet your specified criteria. Whether you're evaluating job applicants, processing survey responses, or managing any other data-driven tasks, this feature will be your trusted companion in optimizing your workflow. Embrace the power of automation and let Publigo handle the tedious record filtering for you! 

Tip: If you found this functionality useful, you'll like our innovative If... Then... Else feature better! This gives you the ability to inject words, phrases, sentences, or even paragraphs before or after a target marker, or even by replacing the marker itself! Learn more.

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