› Configure a workflow › Add the Capture activities › Add a Validation activity

Add a Validation activity

You can use Validation activities within your Quick Workflow.

Make sure that you select the "Classification group" at the process level, otherwise an error is displayed while publishing the solution. When you open the workflow in the TotalAgility Designer, the "Inherit settings from process" option is selected by default in the Configuration tab of the activity.

  1. Click below the Start node or any other node.

    The Add activity dialog box is displayed.

  2. On the Type list, select Validation.
  3. By default, the Validation appears as Title. You can change the title as needed.
  4. On the Input document/folder list, select the input document or folder variable to configure the input for the Validation activity, otherwise, an error is displayed stating "An input folder or document variable must be selected."
  5. On the How to assign task list, specify whether to select resources who will perform task or allow the resources to be automatically assigned by selecting the required option.
    Select users/groups Automatically assign

    By default, Everyone group is selected for Who will perform the task.

    You can add individuals and groups as needed to specify Who will perform the task.

    If the required group is not available, you can create a new group.

    • To assign resources from an existing list, do the following:

      1. Click Add and on the Group and Individual tabs, select the group or individual as needed.

        You can also select all groups and individuals by clicking the Add all link.

    • To create a new group, do the following:

      1. Click New Group.

      2. In the Name box, enter a name for the group.

      3. Click Add and select the members to add in the group, and then click Done.

      4. Click Save.

    Selecting this option clears any currently selected static resources. Click Yes to confirm.

    On the Assign to list, select the option that you need.

    • Person who completed previous activity: Assigns a resource that performed the previous activity.

    • Job creator: Assigns a resource that created the current instance of the workflow.

    • Job creator's supervisor: Assigns the supervisor of the job creator.

    • Job owner: Assigns a resource that is the owner of the workflow.

    • Person from a specific activity: Assigns a resource that performed a specific activity. On the Activity list, select the activity whose resource you want to assign to the current activity.

      You cannot select a specific activity if there are no activities with usable resources before this activity.

    • Supervisor from a specific activity: Assigns the supervisor of the resource who performed the specific activity. On the Activity list, select the activity whose supervisor you want to assign to the current activity.

      You cannot select a specific activity if there are no activities with usable resources before this activity.

  6. Enter the duration (Due in) within which the validation should be completed. (Default: 0 Days, 0 Hours, and 0 Minutes)
  7. To display the data, such as date and Job ID, when you are completing the Validation activity at runtime, perform the following:
    1. Click Add for Display data.

      The Add variables dialog box is displayed.

    2. To add variables from an existing list, select the variables as needed.

      Alternatively, create a new variable if the required variable is not available. Click and in the New dialog box, create variables as needed. See Create variables.

    3. Click Done.
  8. To enter the data, such as a comment, when you are completing the Validation activity at runtime, click Add for Requested data and then select the existing variables or create a new one.
  9. Specify a State to apply when the task becomes available or is pending.
  10. To use the advanced workflow rules within workflows:
    1. Click Advanced options.

      The Advanced options pop-up appears.

    2. To allow more than one person to complete the task, use the toggle button to set More than one person must perform the task to Yes. (Default: No)

      The Advanced options dialog box is displayed.

    3. Set How should the activity be accessed.

      The available options are:

      Concurrent

      Permits the specified resources to complete the activity in any order or at the same time.

      Single

      Permits the required resources to complete the activity in any order, but only one resource can complete the activity at one time.

      Sequential

      Permits the selected resources to complete the activity in the order specified.

      For more information on "How should the activity be accessed" options, see "Assign resources by applying rules" in the TotalAgility Designer Help.

    4. Specify How many people should perform the task.

      The available options are:

      All

      All the resources added can perform the task.

      Specific number

      Specify the number of resources to perform the task. The number of resources required to perform the activity cannot be greater than the number of assigned resources. (Default:1).

      Dynamic

      Set the dynamic value using the process or server variable.

    5. To specify when the task can be completed, perform the following steps: Right-click on the rule editor and define a condition using process or server variables to Complete the task when this condition is met. Click Validate to validate the condition and click OK.

      An indicator (Green color tick mark) appears on the Advanced options button to indicate the advanced settings are configured and are in use.

    The "Advanced options" is not available if you select the "Automatically assign" option.

  11. Click Add.

    The Validation node is added and the properties are updated and displayed in the properties panel.

  12. Publish the solution:

    • When you publish the solution, a manual validation activity form is generated automatically and the form name is displayed in the "Associated form" box.

    • The form is generated even without using the data object variable as an input or output.

    You can generate the form only if the solution is published at least once. If you try to generate the form without publishing the solution, a message is displayed stating "Please publish the solution before generating the form."

  13. You can open a form, regenerate it, and clear a generated form. To do so, click Generate and select the option as needed.

    If you use a data model variable in the validation, only the "Open form" option is displayed.

    Open form

    Opens a form in the TotalAgility Designer, only if you have Designer access in TotalAgility Designer. If you do not have Designer access and have "Has access" or "Full control" permissions for Quick Apps, then "Open form" option is not available. For more information, see "Assign access permissions for TotalAgility Designer" and "Assign access permissions for Quick Apps" in TotalAgility Designer Help.

    Regenerate

    The form associated with the validation is regenerated.

    Clear

    Prompts you that the associated form will be cleared.

    • If you select Yes, the form is deleted and the associated from property is cleared.

    • If you select No, the form is not deleted and only the associated form property is cleared. When you try to generate the form, the following error message is displayed: "A form already exists with the generated name, please provide a unique name". To generate the form with another name, enter a form name in the given box and click Generate.

      The form is generated again with the unique name provided.

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