How rules work
A rule that references only repeating fields from the same group (such as a table) becomes a repeating rule — it runs once per instance (first instance, then second, and so on). This is how rules process table rows. Documents with fields that fail one or more rules are sent to manual review. If an operator changes a field value during review, the applicable rules run again. When only one instance of a repeating field changes (for example, a single table cell), the repeating rule re-runs only for the modified instance.Execution order
Vantage runs rules in a predefined order:- Rules that read a field run after rules that write that field.
- Chained dependencies run sequentially — if rule A writes field X (which rule B reads) and rule B writes field Y, A runs before B.
- When multiple rules write to the same field, they run in creation order.
- Circular dependencies — where rule A reads X and writes Y while rule B reads Y and writes X — cause an error.
Create a rule
To add a field verification rule:1
Click New rule
In the field properties, click New rule.
2
Name and configure the rule
In the dialog, give the rule a name and select the fields it should check from the dropdown.
Built-in rules
Use rules with tables
All built-in and custom rules can be applied to table cells by specifying a column as a field. The rule then runs against every cell in that column. A single rule can reference both table columns and fields outside the table. The Check Sum and Check Product rules support three common table patterns:Compare a column total with an external field
Sum (or multiply) every cell across one or more columns and compare the result to a single field outside the table.- In Add Up Fields or Fields to Multiply, choose the columns. You can mix columns from different tables. A single column also works.
- In Compare Sum with or Compare Product with, choose the external field. All cells in the selected columns are combined once and compared to that field.