› Workflow › Business processes › Design a basic process › Add an activity › Activity types › Kofax activities › KCM pack activity › Configure a KCM pack activity

Configure a KCM pack activity

Use the following procedure to configure a KCM pack activity.

  1. Add an activity to the map.

    By default, the Configuration tab is open in the properties panel of the activity.

  2. Change the default Name of the activity to something meaningful.
  3. On the Type list, select Kofax > KCM pack.
  4. To connect TotalAgility to a KCM Server, select an existing KCM server from the KCM instance list.

    All projects available within the selected KCM instance appear on the Project list.

  5. On the Pack ID list, select a String variable that holds the ID of a pack returned from the KCM Compose activity.
  6. On the Project list, select a KCM project.
  7. Select either option for Type.

    If the Document pack template or Document template does not correspond to the template used to create the pack, you may get unexpected results when the extraction is performed.

    Document pack template (Default)

    Displays the document pack templates that belong to the project.

    1. On the Document pack template list, select a template.

      A document pack template includes one or more templates from a pack in the project. When you select a document pack template, all the templates within the pack are displayed.

    2. Extract the documents from the KCM pack:

      1. Select the Template.
      2. Click .
      3. On the Process list, select the process.

        At runtime, for each template that has a process mapped, a job is created on the process.

        • The process must have only two initialization variables in the given order:

          1. String: This variable holds the parent job ID of the map in which KCM Pack activity is executed.

          2. Document: This variable holds the document for the template.

        • As the document pack contains multiple templates, you must select the process at least for one template. Selecting process for other templates is optional.

      4. Optional. To add extracted documents from the KCM pack to a different folder, select a String or Folder variable on the Folder list.

        • At runtime, the corresponding document for that template in the zip file is extracted and added to the folder ID specified. If you do not select a folder, the document is added to its own folder.
        • For a template, you can either select a process or folder. If you select both, the document is added to the existing folder, and document variable holds the document for the template.

      5. Click OK.

    Document template

    Displays document templates that belong to the project.

    1. On the Document template list, select a template.

    2. Optional. Extract the document from the KCM pack:

      1. Select the Template.
      2. Click .
      3. On the Process list, select the process.

        At runtime, for each template that has a process mapped, a job is created on the process.

        The process must have the following two initialization variables in the given order:

        1. String: This variable holds the parent job ID of the map in which KCM Pack activity is executed.

        2. Document: This variable holds the document for the template.

    3. Optional. To add extracted documents from the KCM pack to a folder, select a String or Folder variable on the Folder list.

      • At runtime, the corresponding document for that template is extracted and added to the folder ID specified. If you do not select a folder, the document is added to its own folder.
      • For a template, you can either select a process or folder. If you select both, the document is added to the existing folder, and document variable holds the document for the template.

  8. Click OK.
  9. Save the process map.