› Workflow › Skins › Create a skin

Create a skin

Define custom settings for a skin to override the default settings of the template at runtime.

Skins always uses the latest version of the template.

Before you begin
Before creating a skins, you must do the following:

Procedure
  1. Navigate to Workflow > Skins.
  2. Select New.
    The Create new skin dialog box is displayed.
  3. Enter a Name for the skin.
  4. On the Template list, select the process on which to create the skin.
    The skin opens in a new tab. By default, the Info tab is open in the properties panel.
  5. On the Category list, select the category in which to place the skin.
  6. Specify the time frame (Valid from and Valid to) within which the skin can be invoked.

    • If you do not specify the time frame, the skin will remain active for the entire life cycle.
    • The skin must be active at runtime; otherwise, TotalAgility cannot invoke the skin.

  7. Define the skin rule to determine which skin should be used when a job is created on the base process.
    1. Right-click in the rule editor.
    2. Select the rule variables; use operators and provide values for variables. For example, VAR1=True.
    3. Select Validate.

      • Skin rules support multiple levels of Data object fields.
      • If two skins have the same rule, the skin whose rule is first met is applied.

  8. Override skin settings and specify unique values to customize the behavior for different environments or use cases without modifying the underlying process template.

    By default, the skin takes the settings defined in the process template.

    1. In the properties panel, select the Settings tab.
    2. Change the settings as needed.
    Setting Description
    Classification group

    You can override the classification group by either using the static classification group or dynamically setting the classification group using a process or server variable of type String.

    Owner

    You can select the required individual or group resource as the process owner.

    Expected cost

    You can change the expected cost.

    Expected duration

    You can change the expected duration.

    Service level agreement

    You can change the SLA and specify the threshold.

    Triggers and alerts

    You can specify the triggers and/or alerts specific to skin.

    To add a process trigger or alert, select .

    See Create a process trigger and Create an alert for more information.

  9. Override the variable value.
    1. On the skin modeling bar, select Variables.
    2. Select the required variable.

      The Edit variable dialog box is displayed.

    3. Select Override and change the value, as needed.

      • To override the Date and Nullable date variables, select fx for Value.

      • By default, the @Today macro appears in the Value box. Use the @Today macro to get the current date or a past/future date by adding or subtracting days. For example, specify the variable value as @Today+5. When you create a job on a process that uses the @Today macro, the value of the variable is set to the current date, or the current date + (plus) or - (minus) the number of days specified (if any).

      When a job is archived, the values of variables configured with the "Clear on archive" property are not cleared for skins. For more information, see "Archive finished job."

    4. Select Update.
  10. Override the properties (see the Configuration tab for different activities in the Activity properties).
    1. Select the activity.
    2. In the activity's properties panel, on the Info tab, select the property to override.

      Property

      Description

      Name

      You can change the activity name.

      Description

      You can change the activity description.

      Priority

      You can change the activity priority.

      Associated file path

      You can change the associated file path.

      Mobile friendly You can make the activity mobile-friendly.

      The following properties are only available for Classification, Scan, Document review, and Validation activities.

      Override classification group

      You can override the classification group at the activity level by either using the static classification group or dynamically setting the classification group using a process of type String.

      Inherit classification group from process

      You can override the classification group at the activity level and inherit the classification group from the process. You can override this property only if you select the Override classification group property.

      The following property is only available for an "Embedded process" activity.

      Process You can override an embedded process defined for the template. Select the process that you want to override.

      The following property is available only for automatic activities.
      Thread pool You can override the thread pools.

      The following properties are only available for the Generative AI activities. Both are populated from the process template. When you override either one, you can only provide the value inline.

      Provider

      You can override the Generative AI provider configured at the activity level by selecting a different AI provider from the available list. For more information, see Integrate TotalAgility with Generative AI.

      Model

      You can override the model configured at the activity level and use a different model for this skin. For more information, see Configure a Generative AI activity using the Static configuration.

      The following properties are only available for the AI knowledge base activities.
      AI Knowledge Base

      You can override the AI knowledge base configured at the activity level by selecting a different AI knowledge base from the available list. For more information, see Integrate TotalAgility with AI Knowledge Base.

      Index

      You can override the AI knowledge base index configured at the activity level by selecting a different index from the available list. For more information, see Integrate TotalAgility with AI Knowledge Base.

      The following properties are only available for the Save to Local Drive/Share activity.
      Destination path

      You can override the static local or UNC path where files will be saved for this skin by selecting a different path.
      Output format You can override the format for extracted field data by selecting a different format.
      Unzip on save You can override the template setting of whether to extract the zip file at the destination
      On filename collision You can override how to handle situations where a file with the same name already exists

  11. Save the skin.

    A new version of the skin is created. All the skin versions are listed in the Skins list in the Advanced Studio, regardless of the template used.

    When exporting a template map, you can also export skins created on that template. TotalAgility exports the template map and each skin as a separate XML file.

    To import the template map and skins, select the corresponding XML files.

More info