Custom document separation process
The advantage of having a separate document separation process is to keep the separation behavior outside of AP Agility. This means that you can upgrade Kofax AP Agility without affecting the document separation. functionality.
The following steps assume that you have a thorough understanding of Kofax TotalAgility and process management. For more information about business processes and other TotalAgility functionality, see the TotalAgility Designer Help.
Use the following steps as a guide to create a custom document separation process. Top-level steps are used so that you can add your own behavior and requirements as needed.
- Launch the TotalAgility Designer.
-
On the menu, select
.
A list of business processes is displayed for the Default category.
-
From the category list, select
InvoiceProcessingAgility.
A list of business processes is displayed for the InvoiceProcessingAgility category.
-
Locate the
CaptureDocument business process and then from its menu on the right
, select
Copy.
Copying this process ensures that all of the necessary variables that are used by AP Agility are available in the new process.
A copy of the CaptureDocument process is created.
-
Select the new copy of the CaptureDocument process for editing.
The process is displayed in a separate tab or window for editing.
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In the new tab or window, change the name of the new process to better reflect its purpose. For example,
"DocumentSeparation."
Click Save and then close the tab.
Do not click Release as additional changes are needed for this process later in these steps.
The updated name is displayed in the list of processes.
-
On the
TotalAgility
menu, select
A list of global variables is displayed for the default category.
-
From the
Category list, select
InvoiceProcessingAgility.
A list of global variables is displayed for the InvoiceProcessingAgility category.
-
From the list of variables, select
ScanFormProcess.
The Edit global variable window is displayed with details for the ScanFormProcess.
- Change the Value to the new process you renamed in step 6. For example, "DocumentSeparation."
-
Click
Save.
The Edit global variable window is closed and the ScanFormProcess variable now uses your document separation process.
This change means that when a user scans a document, your document separation process is called instead of the CaptureDocument process.
-
On the
TotalAgility, select
.
A list of business processes is displayed for the Default category.
-
From the category list, select
InvoiceProcessingAgility.
A list of business processes is displayed for the InvoiceProcessingAgility category.
-
Select your document separation process. For example,
"DocumentSeparation."
The process is displayed in a separate tab or window for editing.
-
In the new tab or window, modify your document separation process by removing the existing activities in preparation
for adding new activities later in these steps.
It is not possible to directly set a separation profile on the Capture tab of your document separation process. This is because setting a profile here does not have an impact on the Scan activity form (CaptureDocument_Scan) because it is bound to the CaptureDocument process.
Save your changes and then close the tab or window.
Your document separation process is updated to remove the old CaptureDocument activities.
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Create a classification group and an extraction group. These are needed later when setting up your separation process.
For more information, see the Kofax TotalAgility - Transformation Designer Help or the Quick Classification and Quick Capture chapters of the Kofax TotalAgility Apps Help.
-
Create a
Separation profile as needed.
For more information, see the TotalAgility Designer Help.
-
On the
TotalAgility, select
.
A list of business processes is displayed for the Default category.
-
From the category list, select
InvoiceProcessingAgility.
A list of business processes is displayed for the InvoiceProcessingAgility category.
-
Select your document separation process and edit it as needed.
The process is displayed in a separate tab or window for editing.
The following steps are an example of what is possible:
- Create a new activity in your document separation process.
- On the Configuration tab , set the Type to Classification.
- Select your custom separation process from the Separation profile list.
- In the Classification group, clear the Inherit from process setting.
- From the Classification group list, select the required group.
- Set the other settings as required.
The new separation activity is configured.
-
Add a new activity called something like
"CreateCaptureDocumentJob" in your document separation process and configure it as follows:
- From the Type list, select .
-
In the
Configuration group, from the
Process list, set the category to
InvoiceProcessingAgility and then select the
CaptureDocument process.
A list of Initialization variables is displayed for mapping.
- In the Initialization variables table, map each variables to a value in their list.
- Make any other changes to the activity as needed.
The "CreateCaptureDocumentJob" is configured.
- Optionally, create and configure additional activities in your process.
- Save and Release your process.
If your solution uses File Import, map to your new DocumentSeparation process instead of the CaptureDocument process.
In addition to your new separation process it is possible to create an activity to review the document separation functionality, such as a Document Review activity.