Process Drawer Tabs
- Olivia Miller
- Phil Holtz
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 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.
Find in History Search Bar
Located at the bottom of the History tab, is a History Search Bar. Narrow down your process history using the tools provided in the search bar.
Search bar and Magnifying Glass
Use the Find in History textbox to search for keywords throughout the history of the batch, then select the Magnifying Glass Icon to search. Any instance of the word that appears in the process card or the expanded process card history will be returned.
Example: If I search for the word “End”, the process history is reduced and i see the End node but also some other processes. Expanding the other processes reveals the word end in the detailed process history.
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.
Expanded Filter Menu
When the Filter Menu ( 
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.
Individual Process Events - Individual Process Events are processes that occur outside of a node, such as a system action. This includes things like automated validation actions. Disabling this removes them from the displayed history results.
To reset the filter, click Reset Filter, to apply the selected filters, click Filter.
Sort Icon
Use the Sort ( 
Info Icon
The Info (
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 be displayed.
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. From the Template Designer, you can see how your template will be applied to the document, make adjustments, and use the Template Tester to see how the changes will impact your results.
How to add a sample to a template:
Select the drop-down on the Document Sample Search bar, and select the name of the template to which to add the current document as a sample.
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 and tables that have been added to the GlobalCapture workflow of the batch that’s selected. Users with proper permissions can edit process field data, then click the Save ( 
Data Confidence is be indicated by a green circle on the left of the process field. Data this is manually entered is considered 100% confident.
If the data in the field is not valid for the type of field, the field will turn red and a message appears. Data cannot be saved if any data is invalid.
Table fields are indicated by the Table Field (
) icon. The table field will appear as a popup.
Info Tab
The Info Tab is used to display processing data for the workflow. This is data about the workflow process and is updated by the system as needed.
Active Template - The Active Template is used with the Classify Node. If a document has been matched to a template, the Active Template is then set to the name of the Zonal OCR Template that was applied.
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 - A Batch of documents it all the document ingested into the workflow each time the workflow executes. The Batch ID is a unique ID given to each “batch” of document(s) that are processed. 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 - 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 - The ID of the engine currently working on the process.
File Path - The current location of the file being processed. This is only available if that file has never been separated by the engine.
First Accessed - The date and time 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 - 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: 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 - The date and time the submission was last modified after the original submission.
ID - The GlobalCapture or GlobalAction process ID. Each document being processed by is given a unique process ID regardless of then number of documents ingested in each batch.
Initial File Size - The current file size of the document in bytes. This value is always zero for GlobalAction workflows.
Initial Page Count - The initial page count of the document being processed at time of ingestion. This value is always zero for GlobalAction workflows.
Last Accessed - The date and time when the file was last accessed by either a user, or the workflow engine.
Last Action User - 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, the user who took those actions.
Maximum Page Count - Pages can be added or removed by users with the proper permissions during a workflow process, this records the maximum number of pages that have been in the document. This value is always zero for GlobalAction workflows.
Original File Name - The name of the original file imported. This value will be blank for GlobalAction workflows.
Page Count - The current page count of the selected document. This value is always zero for GlobalAction workflows.
Process Type - Identifies the process as a GlobalCapture or GlobalAction process.
Queue - The name of the Queue node where the document currently resides. As the document moves through the process this will update the the current Queue node or be empty if not currently in a Queue node. This value will be blank for GlobalCapture workflow.
Release File Path - If documents have been “released” to a file location, as compared to an Inbox or an Archive, the file path of the release location will be recorded.
Scan User - The username of the logged in 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 - The GlobalSearch ArchiveID that identifies what Archives within the database the document resides. This value will be blank for GlobalCapture workflow.
ssDbID - The GlobalSearch DatabaseID that identifies what database the document resides in. This value will be blank for a GlobalCapture Workflow.
ssDocumentID - The GlobalSearch DocumentID that identifies the specific document within the database. This value will be blank for a GlobalCapture Workflow.
Status - This is the current status of the selected process.
Total Time - This value is the total time elapsed for the entire workflow process, from the Import to the End node. This includes time waiting for user interaction in Queues and Validation.
Validation User - The user that last performed an action against the process. (Bursting, saving, setting to ready, stopping, etc.)
Wait Start - The time at which the process has entered it's current Wait node. This is only available in GlobalAction.
Waiting - The amount of time a process has spent in it's current wait node.
Work Time - The amount of time the process has spent in working memory (actively consuming an engine core).
Workflow ID - This value is the ID of the workflow the batch is currently processing in.
Workflow Name - This value is the name of the workflow that the batch is currently processing in.