Office Hours: Kofax TotalAgility Process Designer

Kofax TotalAgility is a powerful all-in-one solution that combines document and process intelligence using the industry’s leading capture, OCR, and process orchestration technology. Behind TotalAgility’s process intelligence engine is the Process Designer.

The Process Designer is a simple yet powerful drag-and-drop tool that allows you to transform otherwise manual business processes and activities into digital workflows with automated tasks, decisions, and data processing. The Process Designer lets you quickly prototype workflows while taking advantage of Kofax’s Document Capture, Transformation, AI, and RPA technology.

During this Office Hours presentation, RPI Consultants will provide live product demonstrations and host interactive Q&A with attendees. Bring every question you ever had about Process Designer and watch us demonstrate real-world solutions live.

Transcript

Oscar Gutierrez:

And… action. Hello everybody and welcome to today’s office hours. My name is Oscar Gutierrez I’m a senior consultant with RPA and today we’re going to be talking about the total agility designer. We’re going to take a deep dive into the workflow designer for the new KTA 7.8. If you haven’t upgraded already, we do have a webinar with what’s new in 7.8 and why you should be considering an… you can find that on our website if you want to take a look at it at a later date. I’m a senior consultant with RPI specializing in KOFAX TotalAgility, RPA, amongst other software’s so let’s get started. So within 7.8, we do have a new menu on the left side as opposed to the icons that we had before.

Oscar Gutierrez:

So today we’re going to be selecting workflow and business processes. I’ve gone ahead and taken the liberty of creating a new category for this demo so we can start fresh and we can keep track of each of the processes that we’re creating today. Oh, without further ado, we’re going to go ahead and create a new process designer, which will give us a blank slate within TotalAgility. One of the first, the first things that I like in my processes, is actually starting the process with a session note. So today, the processes that we’re going to be working with, it’s going to be a process that will be started from the scanner. So we were not any [inaudible 00:01:50]. Thinking annually, so everything is going to be done in the scanner, we will create a document and a folder for that. And we’ll get into that shortly.

Oscar Gutierrez:

One of the things that I like to do is having a decision node initially to kick off your workflow, and this will make sure that we don’t have any blank pages, or any process [inaudible 00:02:16] created without actually having any pages. Before a scan user can click several times the scan button because the page was not loading and they created a couple of jobs that had no documents and yet up into suspended mode. Then they [inaudible 00:02:35] that those jobs… they didn’t know why they would be suspended. So one of the things is I’m going to go ahead and call this folder empty just because we are [inaudible 00:02:49] scanning in into a folder and we want to make sure that there’s actually any type of documents for that. Before we actually get into that, we’re going to go ahead and create an extraction group with just a couple of fields so that we can mimic the document creation, the folders for our process.

Oscar Gutierrez:

So again, I’m going to go ahead and select the new one and I’m going to be putting all of these within my office hours category. I’m going to go ahead and before I forget. I’m going to take my category, and I’m going to select my office hours category. I’m just to be a little bit self-explanatory, further down the line is going to call my folder, folder. So I’m going to go