Configure an ordinary activity
When you add an activity, by default, the Ordinary activity is added, and the Configuration tab is open.
You can change an existing activity to a different activity type. For example, you can change an ordinary activity to a .NET activity. If you change an activity to an automatic activity, the resources assigned to the activity are removed, and the settings previously configured for the activity are automatically applied to the changed type. You can then configure only the properties specific to the changed activity type and modify other properties.
You cannot change the activity type for the following activities and nodes:
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Embedded process activity
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Decision node
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Start node
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End node
- Enter a Name for the activity.
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Under
Configuration, perform the following steps:
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To add variables as input to the activity, click
Add for
Input variables.
- Select the variables. You can provide any number of input and output variables of any type, including Document or Folder variables. You can also select System properties for an activity. If the required variable is not available, you can create a new variable directly from the activity properties panel. See Create a process variable while configuring activity properties.
- Click Done.
- Similarly, click Add for Output variables to add variables as output to the activity. If the required variable is not available, you can create a new variable directly from the activity properties panel.
See additional information about input and output variables.
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Select
Track variable changes to track the changes and allow the variable
history of an activity to be recorded.
You can see the variable value before and after the activity is executed.
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To add variables as input to the activity, click
Add for
Input variables.
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Under
User interface, configure the following properties.
- Associated file path:
The path of the file (form) to be associated with the activity. When you generate an Activity or a Multiview activity form based on this activity, the form name appears in the Associated file path field, or it can be manually populated. When you take this activity, you are redirected to the form specified in the Associated file path field. If the field is blank, you are redirected to the generic Activity form.
This property is only available for ordinary activities.
- Help text: Information you can add about an activity as Plain text (default) or a URL.
- Mobile friendly: If selected,
makes the activity mobile friendly. A few of activities cannot progress through a phone device because they require significant
quantities of data. Therefore, it is imperative to indicate if an activity can be performed from a phone device to prevent the work
queue from getting cluttered.
The Mobile friendly property is only available for ordinary activities.
- MFP ready: Enables a manual
activity to be Multi-Function Peripheral (MFP) ready. (Default: No). Available options:
- No: The activity cannot be completed on an MFP device.
- MFP friendly: Enables the activity to be completed on an MFP device and desktop.
- MFP only: Enables the activity to be completed only on an MFP device.
- MFP only - no password required: Enables the MFP operators to take the activity on the MFP without specifying the password. This setting is available for HP, MFP Emulator, and Lexmark eSF devices.
- Associated file path:
Additional information about input and output variables
You cannot add the same variable more than once as input and output. However, you can add the same variable as both input and output. When using an entity variable to an activity as input or output, either set an entire entity or an individual attribute as input or output variable.
You can use both process and server variables as input (NOT output) to Classification, Extraction, and Composite activities for use in the Kofax Transformation Designer script. However, you can only use simple variable types and cannot use Document, Folder, Entity, Checklist, XML, XML expression, and Complex variables. Therefore, any document or folder variables configured for these activities are not available for use as input variables. The String input variable for Scan profile name on Composite activity is also not available for use.
Input variables for capture activities become available in the Transformation Designer script. For example, if you consume an input variable called "test", you can access this variable in the Transformation Designer script as:
pXDoc.Fields(1).Text = pXDoc.ParentFolder.XValues.ItemByName(KTA.InputVariable.test).Value