Edit a field configuration

You can change one or more field labels that appear to users in one of the Coding activity, the Approval activity, the Exception activity, the Line Pairing Exception activity, the Comment Request activity, or the Hold activity for an organization. If you are using multiple languages, you can provide field label values for each language you are using.

You can edit one or more field labels by following these steps:

  1. Open the Kofax AP Agility Work Queue as an Administrator.
  2. On the Settings menu, click Organizations.

    The Organizations are displayed.

  3. Select an organization from the list by clicking on its Organization Name.

    The organization details for the selected organization are displayed.

  4. Click on the Field Configuration tab.

    The Organizations - Field Configuration tab is displayed.

  5. Optionally, if you are not editing the English labels, select a language from the Language list.
  6. Select a field in the table and perform the following steps.
    1. Optionally, select a value from the Visible/Mandatory list.
    2. Edit the Caption as necessary.

      If you want to indicate to the user that this field is mandatory, add an asterisk (*) to the field caption.

  7. Optionally, repeat step 6 for other fields.
  8. Optionally, select Update other languages if you want to make these changes for all languages.
  9. Click Update.

    The edited fields are updated.

  10. When all fields are updated, click Close.

    The window closes and you are returned to the Organizations window.