› Capture Profile Configuration › Workflow › Quality Assurance › Indexing

Indexing

The options available on the Indexing tab are outlined below.

Allow index data to be edited: Control the ability for users within the QA workflow step of a manually processed batch to edit the index data populated during previous workflow steps.

  • Indexing mode on when opening batches: By default, the Indexing mode feature is turned on when opening a batch in the QA workflow step.

  • Display zones for index fields using zones or line item extraction: Display any zones detected in a previous workflow step as colored boxes within the preview pane. The preview pane displays the zone that correlates to the index field currently selected.

    • Zoom to zone for index fields using zones or line item extraction: Zooms the preview pane to focus on the zone detected with the "Display zones for index fields using zones or line item extraction" setting above.

    • Display index value tooltip above zone: Displays a tooltip of the index value populating the field above the zone within the preview pane.

    • Zoom to entire parent zone for Multi-Record and Line Item Extraction zones: If this option is enabled, the preview pane displays the entire parent zone for multi-record and line item extraction fields populated in a previous workflow step.

    • Smart Zone zooming: Select the zoom behavior in smart zones:

      • Smart Zone and child zones: When zooming in on a smart zone tied to an index field, the zoom focuses on the smart zone and any child zones attached.

      • Smart Zone anchors and child zones: When zooming in on a smart zone tied to an index field, the zoom focuses on the smart zone anchors and any child zones attached.

      • Smart Zone only: When zooming in on a smart zone tied to an index field, the zoom focuses on the smart zone only.

  • Run validation scripts when modifying field values: If validation scripts have been enabled and configured, when a user then modifies an index value in a QA workflow step, the validation scripts run when the user clicks or keys into any other element of the interface.

  • Process custom index fields when editing data: If custom index fields are enabled and configured, when a user then modifies an index value in a QA workflow step, the custom index fields attempts to repopulate according to the custom index field configuration when the user clicks or keys into any other element of the interface.

Run data validation when closing Batches in Quality Assurance: When this feature is enabled and a user closes a batch from the QA workflow step, data validation runs.

  • Validation should fail if Lookups have failed: If a lookup fails for any reason when the above feature (Run data validation when closing...) is selected, then validation on the batch fails.

Do not allow Batch to be closed when there are modified Lookup key values: When this feature is enabled, PSIcapture prevents the batch from being closed if a lookup key value has been modified.