Welcome > Configure Kofax AP Agility > Manage AP Agility workflow > Customizable workflow processes > Customize case reference for the Kofax AP Agility workflow

Customize case reference for the Kofax AP Agility workflow

Follow the steps in this section to customize the case reference for the Kofax AP Agility workflow.

  1. Log on to TotalAgility Designer as Kofax TotalAgility Administrator.
  2. Click Data and select Server Variables.
  3. In the Category Filter field, select AP Agility.
  4. Create a new variable Case Reference for AP Workflow with the following ID: APCASEREFERENCETEMPLATE
  5. In the Type field, select String and enter values according to your requirements:

    • [Date]

    • [Uuid]

    • [InvoiceId]

    • [InvoiceNumber]

    • [InvoiceDate]

    • [BusinessUnitId]

    • [BusinessUnitCode]

    • [OrganizationId]

    • [OrganizationCode]

    • [VendorId]

    • [VendorName]

    • [VendorCode]

    Place the values in the square brackets. The values are case sensitive. The maximum length of the case reference is 40 symbols with spaces.

    The case reference must be unique. Otherwise, the name is changed automatically.