Process Drawer Tabs in the Batch Manager

The process drawer has always been a part of batch management, but is now improved to provide more data, and in a more consumable way for users.

With a process selected, the drawer will open. Tabs at the top will visually separate the data. The four tab sections include History, Documents, Process Fields, and Info.

History Tab

The History tab contains the complete process history for a selected process. History is presented with each node represented as a single card in the processes history.

Each card contains:

An Image of the node.
The Type of node. Import, Repeat, End, etc.
The Title of the node from the node settings.
The current processing Status. Processing, Validation, Completed, etc. Hover over the Status icon to display the process name.
The More Info ( ) icon contains the ID, Total Time and Work Time in the node, and the node Description.

System actions will also be displayed in this list in chronological order with the node processes.

Nodes that are Grouped together in the workflow on the design canvas will be grouped together in the History tab. Clicking the Group icon expand the group to display the cards for the nodes contained within the group.

Clicking the node’s Image on the history card will expand the details for that step.

This is the History icon. it's indicated y a circular arrow going counter clockwise, and clock hands in the center.

Validate and Repeat process cards with a system action card in between.

Group of nodes expanded to display node card for nodes contained within the group.

This provides additional information about the process such as when the document entered and left the node, any automated or manual tasks that were completed such as actions taken, merging, template classification, etc. along with the engine that performed the task.

Example of the Import Node's entire process history, complete with date and time stamps.

Find in History Search Bar

Search the History from the bottom of the process drawer. Enter text to search in the Find In History box and press enter or click the magnifying glass. The search will find any instance of your input in process card or the expanded process card details. You may also use the Filter icon to list the drawer’s display to specific types of nodes.

This is the black ribbon bar that runs along the bottom of the Process Drawer Tabs, on the History Tab.

Search bar and Magnifying Glass

Use the Find in History textbox to search for specific keywords throughout the history of the batch, then select the Magnifying Glass Icon to search. This is useful for searching for specific workflow steps or searching for the the status of a certain node in the workflow.

Example: I can use the Find in History function to search the batch’s history for the word “Update.” When the magnifying Glass is selected, this will return any results in the Process Drawers Tab Panel.

Use the Find in History textbox to search for specific keywords throughout the history of the batch, then select the Magnifying Glass Icon to search. This is useful for searching for specific workflow steps or searching for the the status of a certain node in the workflow.

Example: I can use the Find in History function to search the batch’s history for the word “Update.” When the Magnifying Glass icon is selected, this will return any results in the Process Drawers Tab Panel.

The Filter Menu can be identified by three horizontal lines in the shape of an upside -down triangle on the Find in History Search Bar.

Filter Menu icon

The Filter Menu can be identified by the upside-down triangle composed of three horizontal lines. When selected, certain filters can be applied such as Status filters, or filtering for individual process events.

The Filter Menu can be accessed by selecting the Filter Menu on the Find in History Search bar.

Expanded Filter Menu

When the Filter Menu Icon is selected, the Filter Menu appears/ From here, users have the option to toggle on or off individual Statuses, or search for individual process events, and resetting the filters back to their default settings.

To exclude a status in the filter, toggle the icon off. The icon will then change to gray.
to include a status in the filter, toggle the icon on. The icon will light up in its corresponding color.

Sort Icon

Use the Sort icon to switch the display of the cards in the drawer from ascending to descending, or vice-versa. The Sort Icon is identified by the two arrows in a circle, and is the fourth icon on the Find In History Search Bar.

Info Icon

Lastly, the Info icon can be used to get a quick glance at the timing details for the process as whole. Note that all of this data and more is found in the Info tab at the top of the Process Drawer. the Info Icon can be identified as the “I” icon and is the last icon on the Find in History Search Bar.

Documents Tab

The Documents Tab will display in the Process Drawer Tabs if it has been enabled through the user settings in the Batch manager. When this tab is selected, a thumbnail preview will appear, and the file’s current location and filename will also be displayed.

Enable Documents Tab in the Process Drawer Tabs

Select Settings on the black ribbon bar at the top of the Batch Manager. It’s the Gear Icon to the left of the Logout button.
Uncheck Hide Thumbnails Tab From Process Drawer.
Refresh the Batch Manager, and the new tab should appear. it’s the second tab from the left, and can be identified by the Document Icon.

This is useful for documents that are stuck in an Errored or Processing status. it allows for a preview of the document, and provides the file’s location in case it’s needed for re-importing.

Documents Tab Sample Bar

At the bottom of the Documents Tab, there’s a grey toolbar called the Documents Sample Toolbar. This toolbar is used to add sample files from your batches in GlobalCapture, directly to Zonal OCR Templates that are used for GlobalCapture Workflows.

This is useful for importing new sample files into GlobalCapture Zonal OCR Templates without having to open the Template Designer.

How to add a sample to a template:

Enable the Documents Tab in the User Settings of the Batch Manager.
Select the drop-down on the Document Sample Search bar, and select the name of the template to add the sample page to.
Select Add to Sample. There will be an indicator on the right-side of Add to Sample. A check means that the sample has been added to the template.

Process Fields Tab

The Process Fields Tab displays any process fields that have been added to the GlobalCapture workflow of the batch that’s selected. Users can edit process field data, then click the Save or Discard icon at the bottom of the Process Fields Tab.

The Save Icon is identified by the floppy disc icon.
The Discard Changes Icon is identified by the restart arrow.

Valid data will be indicated by a green circle on the left of the process field.

If a field’s data is not valid, the changes will not save and an error message will be available when hovering the mouse over the red circle.

Info Tab

Last on the Process Drawer Tabs is the Info Tab. The Info Tab is used to store processing data for the workflow. This data is not able to be modified by users, but can be modified based on the document processing through the workflow. Some examples of this include:

Active Template: The Active Template is used with the Classify Node. if a document has been matched to a template, then the Active Template is then set to the name of the Zonal OCR Template it was matched to.
- If there is no Classify Node in the workflow, this value will always be blank.
- If the document could not be classified, this value will be “Unclassified.”
Batch ID: The Batch ID is a unique ID to each “batch” of document(s) that are processed. For example, if a batch has only 1 document, then it will have it’s own Batch ID. If 3 documents were imported as one batch, then all three batches in the batch Manager would have the same Batch ID.
Classified Template IDs: If a batch has been classified successfully with a template during the workflow process, the corresponding template’s unique Template ID will appear here.
Current Node ID: This is the ID of the node the document is currently in. The ID of the node will be unique to each node in the workflow.
Engine ID:
File Path:
First Accessed: This value is for when the GlobalCapture Engine first accessed the batch in question. this is indicated by a date/time stamp in the server’s local timezone.
GlobalForms Form ID: This value is the FormID of the GlobalForms form that the submissions are being imported from.
GlobalForms Portal: This is the PortalID of the GlobalForms Portal that is configured in the Import Node of the GlobalCapture Workflow.
- The PortalID can be checked by accessing the GlobalCapture Portal Manager, within the Manage menu.
- Each Portal created has its own unique Portal ID assigned. If a portal is deleted, and recreated with the same name, a new PortalID will be assigned.
GlobalForms Submission ID: This value is the SubmissionID of the submission being processed from this specific form in GlobalForms. GlobalForms submissions can also be viewed directly within GlobalForms as well.
GlobalForms Submissions Modified
- This does provide a date/time stamp, but unsure where the modification is happening
ID
Initial File Size
- This does provide a number but unsure what the number represents. (like mb, or kb etc)
Initial Page Count: This value is the initial page count of the document being processed.
Last Accessed: This value is a date/time stamp of when the file was last accessed by either a user, or the GlobalCapture workflow engine.
Last Action User: This value is the user account of the user who last accessed the document. generally speaking, this will be the service account user running the GlobalCapture service, or if Validation or Queue actions have been taken, this will update accordingly.
Maximum Page Count: This value is the maximum number of pages that had been in the document.
original file name
Page Count: This value is the current page count of the document in question.
Process Type: this value determine whether this is a GlobalCapture process, or a GlobalAction process.
Queue:
Release File Path: This value is for if documents have been “released” to a file location, as compared to an Inbox or an Archive. This value will appear as what the Release Path value is in the Release Node.
Scan User: this value is the username of the user who performed the scan function.
- This value only appears if the document in question was scanned in using the Scan Station directly into the workflow.
ssArchiveID: This is a numeric value for the ArchiveID of where the document is currently located.
- This value will be blank for GlobalCapture workflow.
ssDbID: This is a numeric value for the DatabaseID of where the document is currently located.
- This value will be blank for a GlobalCapture Workflow.
ssDocumentID: This is a numeric value for the DocumentID of where the document is currently located.
- This value will be blank for a GlobalCapture Workflow.
Status: This value is the overall status of the batch in question.
Total Time: This value is the total time elapsed for the entire workflow process, from the Import to the End node.
Validation User
Wait Start
Waiting
Work Time
Workflow ID: This value is the ID of the workflow the batch is currently processing within.
Workflow Name: This value is the name of the workflow that the batch is currently processing in.