Edit

Design Manual Tasks via Task Designer Operation

The Task Designer Operation is the recommended method to design any custom Manual Task (MT) type. However, you can also choose any other Operation and proceed the old way to design MTs. For legacy MT design and customization methods, refer to the following documentation:

• Design Manual Task in Task Designer mode

• Design Manual Tasks via Code Editor

• Set up multi-document Manual Task

• Customize IE and non-IE Manual Tasks

note

Any MTs designed previously with other Operation types remain executable and compatible with the WorkFusion platform functionality.

In the Manual Tasks list, tasks based on the Task Designer Operation have a special indication. When you move the pointer over the indication, a prompt appears, showing the Task Designer Operation type used to create the task.

Create Manual Task from Task Designer Operation

To create a Manual Task from the Task Designer Operation, follow the steps below:

1. In Control Tower, go to Manual Tasks > Create and click Task Designer Operation.

   

2. Choose one of the following options and click Select this Operation:

   • Multi documents if you need to process multiple documents in a single MT.

   • Single document if you have only one document to process in your MT.

   • Empty state if you don't need to work with any documents in the task.

   

3. Upload data. Subsequently, you can see the uploaded data in the task preview.

   

4. Click Next to get to the Design tab and start building a form layout. Depending on the option you chose in Step 2 above, the tab opens with one of the following templates already there:

   • Multi doc

   • Single doc

   • Empty canvas

Single-document Manual Task

If you selected the Single document option to create Task Designer Operation, the Design tab opens with a Single doc template already there. To start building a form layout for the task type, act as follows:

1. In the workspace on the right, move the pointer over the Single doc template and click the Edit (cogwheel) button to open the Settings page for the component.

   

2. In the window that opens next, specify the Property Name matching the column name with the task data from the input CSV file. Typically, it is meta_info_json.

   

   As a rule, the column in the CSV file comprises JSON with the following fields: pages, ocrXmlUrl, and taggedXML if the model has already extracted fields.

3. In the Preview area on the right, click the Save button to save the setting.

4. To add fields for tagging values, select components from the Basic or Layout menus on the left, drag them to the drop area on the right, and set as appropriate. For details, refer to Add form components.

   

5. Once you finish building your form layout, click the Save button to save it.

Multi-document Manual Task

If you selected the Multi documents option to create Task Designer Operation, the Design tab opens with a Multi doc template already there. To start building a form layout for the task type, act as follows:

1. In the workspace on the right, move the pointer over the Multi doc template and click the Edit (cogwheel) button to open the Settings page for the component.

   

2. In the window that opens next, go to the Display tab and set a dynamic tab—the task form tab to be dynamically multiplied depending on the input data:

   1. In the Tabs section, select the Dynamic tab checkbox.

   2. In the Label box, insert the tab name—typically, corresponding to that of a document in the MT, for instance, {{item.doc_name}}.

   3. In the Type of view field, select Horizontal or Vertical to set how the tabs are to be arranged relative to each other when rendered.

      For the Vertical view, you can also set the tabs to be grouped by document types. For that, click Apply grouping and specify the doc_type grouping key.

      tip

      • In the Label field, you can type in any value as it will not be used anywhere.
      • If you leave Dynamic tab unchecked, you add a static tab—the one that's not going to change whatever input data you have.

   4. To map the input data to the Multidoc component, go to the API tab and specify the Property Name value to match the transaction data column name in the CSV file. Typically, it is _sys_transaction_json.

      

   5. If the input document data set is nested deep, also add the Data path value. In this case, in the input data, you can see a CT transaction comprising an object with a docs field containing a set of documents.

   6. In the Preview area on the right, click the Save button to save the settings.

3. To set up a layout for each document form, drag the Single doc component to the drop area of the appropriate dynamic tab.

   

4. On the page that opens next, specify Property Name. Typically, it is meta_info_json. This way, you map data from the inside of the multi doc transaction to the Single doc component.

   

5. To add fields for tagging values, select components from the Basic or Layout menus on the left, drag them to the drop area on the right, and set as appropriate. For details, refer to Add form components.

   

6. To configure viewing conditions for the added fields, go to the Conditional tab.

   

   For the components within DataGrid, EditGrid, Multi doc, and Container that might be dynamically created at runtime, set viewing conditions using the Advanced conditions section. The approach allows you to access values inside each row (tab).

   

7. Once you finish building your form layout, click the Save button to save it.

Empty canvas

If you selected the Empty state option to create Task Designer Operation, the Design tab opens with the Empty Canvas template already there.

To build a layout, act as follows:

1. Drag any components from the Basic or Layout menus on the left to the drop area on the right and set as appropriate. For details, refer to Add form components.

   

2. Once you are done with adding components to the layout, click the Save button.

You do not have to edit the template's configuration on the Settings page. In a final MT form, any components you drag to the canvas are arranged in a consistent layout.

Add form components

To add components to a form layout, drag the options from the following two menus to the drop area corresponding to the created form layout:

• Basic

• Layout

To edit any component settings, select the component and, in the top-right menu, click the cogwheel button to open the Settings page, and make required changes.

For more information on component settings, refer to the documentation.

Basic

The table below lists the components from the Basic menu and their brief descriptions.

Component	Usage	Illustration
Basic/Button	Use the component to add a button.
Basic/Date/Time	Use the component to add the functionality to set the date and time. The default format for setting the date is yyyy-MM-dd. You can change the date display format on the Settings > Display page.
Basic/Number	Use the component to limit input to numbers only.
Basic/Radio	Use the component to add radio buttons.
Basic/Select	Use the component to add a selection list field.
Basic/Select boxes	Use the component to add select boxes to a page.
Basic/Text area	Use the component to add a text area.
Basic/Text field	Use the component to add a text field.

For more details and settings, refer to the documentation on the Basic menu components.

For tips on complex component configurations, refer to Deliver complex customizations via MT Designer.

Layout

The table below lists the components from the Layout menu and their brief descriptions.

Component	Usage	Illustration
Layout/Columns	Use the component to organize the form content in a number of columns.
Layout/Content	Use the component to add non-field information, for instance, instructions at the top of a form. Type the required content in the WYSIWYG editor.
Layout/Field Set	Use the component to create a title for an area in a form. Put it inside other Layout components or in between related components.
Layout/HTML element	Use the component to set up an HTML element.
Layout/Panel	Use the component to combine a number of fields under the same title and apply identical styling.
Layout/Table	Use the component to organize the content in the form of a table.
Layout/Tabs	Use the component to organize the content as a collection of tabs.

For more details and settings, refer to the documentation on the Layout menu components.

For tips on complex component configurations, refer to Deliver complex customizations via MT Designer.

Line item

The Layout menu component allows you to create a table available for tagging. Typically, one uses Line items to add a group of fields sharing identical attributes, for instance, a list of commodities in an invoice where each item has characteristics, such as name, price, vendor, and so on.

To create such a table, drag one or more of the following Basic menu components to the Line item drag-and-drop area:

• Date/Time

• Number

• Select

• Text field

The components form a basic row that you can duplicate several times by clicking the Add row button as you start tagging.

To configure the Line item component, click its Edit (cogwheel) button and make necessary changes on the Settings page.

On the Line item settings page, you can do the following:

• Set the table column width as described in the section.

• Disable or enable removing rows. The feature is off by default and is not recommended for usage as it limits tagging capabilities.

• Change other standard component settings as described in the documentation.

Set column width in Line item table

By default, the table columns are set to have identical widths—the Equal column width checkbox is selected.

To set another column width, do as follows:

1. Deselect the Equal column width checkbox. A table appears, listing all Line item components.

   

2. In the Measure in column, choose whether you are going to set up relative width in percents (%) or fixed in pixel (px).

3. In the Content width column, specify exact width values. The values are applied to entire columns in the resulting Line Item table.

If you set a fixed value for a single column, the rest of the table is adjusted accordingly to the width of the datapoint panel in the Manual Task.

Any percentage values you set are validated to total 100%. If any of them is invalid, users get appropriate warnings.

Any changes you make in the width settings are immediately visible on the Preview panel on the right. If the table width is more than the Preview display area, a scroll bar appears on the screen.

Configure table component settings

To set up a specific component in a table (Text field in the figure below), move the pointer over it, click the Edit (cogwheel) button, and make necessary changes. For details, refer to the following documentation on component settings.

Any settings you apply to a particular component are applied to the entire Line item table column.

important

When configuring Line item components, it is not recommended to set any of them to use multiple values (Data tab, Multiple Values checkbox).

Line item tagging

There are several ways how you can tag while you are working with the Line item component in a Manual Task form:

• To tag a single content element, select the element in the original document and click the respective field in the Line item table.

  The selected content element is inserted in the cell you clicked. In the original document, the element is highlighted in the color assigned to the cell.

  

• To tag multiple content elements, select them, click a cell in the Line item table and, in the context menu, choose an option to insert the selected content from the original document.

  

  The content you selected is inserted in the Line item table arranged the way you chose it in the context menu. For instance, the figure below illustrates the case for the Insert as table option: cells are inserted the same way they are arranged in the original table.

  

  In the original document, the inserted content is highlighted in the same colors as assigned to corresponding cells.

• An alternative way to tag multiple content elements is to select them in the original document and right-click the selection to open a context menu. In the menu, choose a Line item table element from where you want to start the insertion and select an option for how the data is to be inserted.