Content Management and Capture

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  • 1.  Question on handling multiple document types

    Posted Mon October 07, 2024 05:39 PM

    Hi,

    I have a batch that has 2 types of documents -

    If a batch has ONLY Type 1 (Vendor) the batch needs to go to Verify from Profiler for user input and indexing fields. It is working fine.
    If a batch has ONLY Type 2 (W9) the batch needs to go to Export directly from Profiler without stopping at Verify. I have implemented SkipVerify logic (https://www.ibm.com/docs/en/datacap/9.1.8?topic=data-skipping-verification-taskIt is working fine.  

    If a batch comes with BOTH Type1 and Type 2 documents, the batch is not going to verify even if I set the Batch, Document and Page status to '1' for Type 1. The Return Condition set at Profiler Task in Datacap Workflow is taking preference and Rulerunner is performing the Jump as soon as it encounters Type 2 with incomplete information for Type 1 and moving to P8Export.
    How do I make the batch stop at Verify if a batch comes with both Type1 and Type 2? Appreciate your help on this!
    Thanks
    Raj Chenna


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    Raj Chenna
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    Attachment(s)

    xml
    Profiler.xml   1 KB 1 version


  • 2.  RE: Question on handling multiple document types

    Posted Tue October 08, 2024 07:48 AM

    Hi there, do you have another Job Setup say 'STP'

    In BP you want to Split the batch your good documents go 'STP' and your verify documents

    stay in the the original job so that they go to Verify.



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    Troy DesBarres
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  • 3.  RE: Question on handling multiple document types

    Posted Tue October 08, 2024 02:53 PM

    Hi Troy,

    Thank you for the response. 

    I created a Child Job and split the batch and now the main job has the only documents that needs to go to Verify. But the Child Job which has only Export task is not picked up by the rulerunner. It is in the job monitor as with Status as (null). How to make the child job process the export task automatically?



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    Raj Chenna
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  • 4.  RE: Question on handling multiple document types

    Posted Wed October 09, 2024 07:50 AM

    Good morning.  We use TMWeb for administration.  On the split consition details on the right you can give the status of the parent or child batch. Set child to pending and rulerunner will pick it up.



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    Danny Mann
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  • 5.  RE: Question on handling multiple document types

    Posted Wed October 09, 2024 08:11 AM

    Yes just follow Dannys screenshot there and you will be ok. You need to set the status to pending and then the RR process will pick that up.



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    Troy DesBarres
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  • 6.  RE: Question on handling multiple document types

    Posted Wed October 09, 2024 08:27 AM

    Hi Troy,

    I am using Datacap Navigator as the web client. Yes, I did the step mentioned by Danny. I tried by making the Child Job status as 'Pending' and by making both Child and Parent Job statuses as 'Pending', but still I see the Child Job Export task which is in Pending status is not being picked up by rulerunner. Not sure if I need to configure something else. Attached are the screenshots.



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    Raj Chenna
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  • 7.  RE: Question on handling multiple document types

    Posted Wed October 09, 2024 08:58 AM
      |   view attached

    Hi Raj,
    you should configure the new task "Child task" to be executed in the background and a station as attached.



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    Ahmed ElHussein
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  • 8.  RE: Question on handling multiple document types

    Posted Wed October 09, 2024 09:35 AM

    This sounds to me to be a security issue. If you haven't already done so make sure that your service account has the security to run that Job. Restart TM & RR Servers and see if that starts the thread.



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    Troy DesBarres
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  • 9.  RE: Question on handling multiple document types

    Posted Wed October 09, 2024 04:49 PM

    Hi Troy,

    Yes, it was the security issue. It is fixed now and the Split Batch is working fine.

    Thank you all for the help!



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    Raj Chenna
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