Workflow Stage Properties dialog box

In Advanced mode of the Workflow setup, you can specify stage properties when creating a new stage and edit the properties of base stages or previously created custom stages. Stage properties are specified and edited in the Workflow Stage Properties dialog box. To open it for a selected stage, click Edit… on the right. Properties are grouped in tabs. The number of tabs and the set of editable properties depend on the base type of the selected stage.

General tab

Option	Description	Available in
Name	Specify a different name for the stage.	All stages.
Tool	From the drop-down list, select a tool of the given base type. You can set up tools on the Stage tools tab of the Project Properties dialog box. For the Interactive stage, you can select any tool (Document assembly check, Data verification, Verification, Batch integrity check, or Export confirmation); the base type assigned to the stage depends on the selected tool.	Interactive, Document assembly check, Data verification, Verification, Batch integrity check, and Export confirmation stages.
Documents Per Task	Sets the maximum number of documents a task can contain. If the specified limit is less than the limit for the previous stage, tasks are formed according to the limit in this stage; specify the same values for subsequent stages, or select the Process entire batches option.	All stages except Batch integrity check and Processed.
Wait for all documents of a batch	Specifies whether the entire batch is processed or each document is sent to the next stage as soon as it is processed.	All stages except Batch integrity check and Processed.
Restrict set of Document Definitions being used	Specifies which documents are admitted to the stage. Documents entering the stage are checked against the specified Document Definitions, and documents recognized with these Document Definitions are admitted. If the set is restricted and Wait for all documents of a batch is selected, only documents from the specified set are processed in the stage, but the task sent to the next stage contains all documents of the batch. You can also restrict the set of Document Definitions used for recognition with a script.	All stages except Exceptions and Processed.
Enable web stations	Specifies whether web-stations can be used for processing.	Exceptions, Data verification, Verification, Batch integrity check, and Export confirmation stages.
Linked to previous (operators will not be able to send tasks to this stage manually)	Allows or prohibits entering a stage from the stage that directly precedes it in the routing schema. If selected, the stage can be entered only from the preceding stage. This may be required when the stage depends on results of the previous stage and sending tasks to it while omitting the previous stage is not allowed. To let Operators manually send tasks to this stage from other stages, clear this item.	All stages except Exceptions and Processed.

Field Set tab

Available in the Data verification and Verification stages only.

Option	Description	Available in
Data being processed in the stage	Restricts the set of fields available in the stage (for distributed verification). In the Available fields list, choose the fields to process; this list contains the Document Definitions specified on the General tab. Use the `>` button to add a selected item (a Document Definition, page, group of fields, or field) to the Selected fields list, and the `>>` button to add all Document Definitions. The `<` and `<<` buttons remove a selected item or all items from Selected fields.	Data verification and Verification stages.
Hide page image outside selected fields	Specifies whether to hide fields not included in the field set. Select this option if a high security level must be ensured during distributed verification.	Data verification stage only.
Double verification	Specifies whether to enable double verification in the stage. If selected, data verification is performed by two different Operators.	Data verification stage only.

Script tab

Present in the Automatic stage only.

Option	Description
Type	From the drop-down list, select one of the processing scripts: Document Processing or Batch Processing.
Edit Script…	Opens the Script Editor window.

Exit Routes tab

Available in all stages except the Exceptions, Rescanning, and Processed stages.

Next stage – Select how the next stage is defined: By routing schema or Custom (select the stage from the drop-down list).
Conditions for sending documents to other stages – Contains the list of stages to which a task is sent when the specified conditions are met.

To add a stage, click Stage…. The Next Stage dialog box opens, where you select a stage and specify the conditions under which the task is sent to it. Use the buttons on the right to configure the stage settings:

Rule… – Opens the Rule Settings dialog box, where you add a new rule.
Edit… – Opens the Rule Settings dialog box, where you edit the selected rule.
Delete – Deletes the selected item (a rule or a group of rules).
Group… – Opens the Rule Group dialog box, where you add a group of rules. Specify the group name and select whether the group applies when any one rule is met or when all rules are met.
Move Up and Move Down – Move a selected rule or group of rules up or down.

To edit a stage, select it and click Edit…. To delete a stage, select it and click Delete. Use Move Up and Move Down to change the order of stages.

Enter Conditions tab

Available in all stages except the Exceptions and Processed stages. Under Documents are admitted to stage, select whether documents are admitted to the stage always or under certain conditions. If Under these conditions is selected, use the buttons on the right to configure rules:

Rule… – Opens the Rule Settings dialog box, where you add a new rule.
Edit… – Opens the Rule Settings dialog box, where you edit the selected rule.
Delete – Deletes the selected item (a rule or a group of rules).
Group… – Opens the Rule Group dialog box, where you add a group of rules. Specify the group name and select whether the group applies when any one rule is met or when all rules are met.
Move Up and Move Down – Change the order of rules within a group.

If the condition is not satisfied, the document is moved to the next stage specified in the workflow schema.

Information about the selected exit route and the entry conditions that have been checked is written to the Event log.

ABBYY FlexiCapture architecture

Program settings

Document Definitions

Classification and training

Operate a configured project

Using NLP to process unstructured documents

Reference

Workflow Stage Properties dialog box

General tab

Field Set tab

Script tab

Exit Routes tab

Enter Conditions tab

​General tab

​Field Set tab

​Script tab

​Exit Routes tab

​Enter Conditions tab

General tab

Field Set tab

Script tab

Exit Routes tab

Enter Conditions tab