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22 docs tagged with "Manual Task configuration"

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Add links to S3 buckets

You can use links to secure S3 buckets in the input data files for Manual Tasks and Business Processes.

Add Manual Task

You can add a Manual Task (MT) to a Business Process (BP) using one of the following methods:

Add Manual Task priority

The Run Priorities functionality allows you to control the order in which manual tasks are processed.

Configure Manual Task

To set run parameters for a Manual Task (MT), open a task and navigate to the Run tab. In addition to setting the parameters, the tab allows you to do the following:

Design Manual Tasks via Task Designer Operation

The Task Designer Operation is the recommended method to design Manual Tasks (MT). It provides a no-code way to implement Manual Task forms: to generate them from a template or build manually in a drag-and-drop editor.

Grid

The Grid Answer Type allows workers to enter answers in a grid with a defined column structure and a dynamic number of rows. This feature is useful when the exact number of answers is unknown.

Group records by unique column

This topic describes how to set up a Human Task with denormalized input data using the Unique Column Name functionality.

Implement FIFO processing

Dynamic Task Rendering (DTR) is not supported. You must not enable it, otherwise custom sorting will not work.

Information Extraction

Information Extraction (IE) is a special answer type used for extracting structured content from raw unstructured text. It displays input data as non-editable text where a user can select text chunks and tag them.

Manage Answer Types

The Answer Types tab allows creating and managing Answer Types within the IA Cloud Enterprise. These Answer Types are used for the following actions:

Manage templates

Templates provide a way to reuse objects. Almost every object within IA Cloud Enterprise, including Manual Tasks and Business Processes, is based on templates.

Manage Workforces and Crowds

The Crowd is a group of workers in Workspace that corresponds to a set of pre-defined requirements. The following requirement types are applicable:

Review PDF content

Use case: human worker needs to review the content of a PDF file and to fill some fields in a Manual Task.

Scroll XML page using JavaScript

This page describes a solution for Manual Task with the Grid answer type that contains the page number which is required to scroll XML content using this page number.

Set up multi-document Manual Task

The multi-document Manual Task enables automation for cases when multiple documents represent a single transaction and have to be processed together, both manually and by machine learning. For example, a letter mentions an invoice and has this invoice attached. Thus, a letter contains an invoice number, and the attached invoice contains all the remaining information, such as the amount to pay.

Taxonomy

The Taxonomy Answer Type can be used for classification of products, businesses, and articles. In WorkFusion, you can use this answer type along with Data Stores.