If you configure custom capture processes for Advanced Capture using the Capture Process Designer within Document Imaging, you can configure form definition groups within Advanced Capture to send the same documents through Advanced Capture processing multiple times, with only the specified types of information to be extracted each time the documents are processed.
For example:
You have configured an Advanced Capture form for a batch of documents, where you sometimes wish to only extract header data and other times wish to only extract detail data. With all extraction zones (for both header and detail data) configured for the form, you can create two form definition groups called Header and Detail and assign the form to both groups.
Once you have created the form definition groups, you can assign each one as an activation group on the form’s individual extraction zones, as appropriate (i.e., assign the [Header] activation group to zones configured to extract header information, and assign the [Detail] activation group to zones configured to extract detail information).
When configuring the related custom capture process using the Capture Process Designer in OnBase Studio, you can create two separate Advanced Capture status steps: one with Header as the active template group and one with Detail as the active template group. If you then configure this custom capture process to only route documents to one of these Advanced Capture status steps or the other, based on appropriate criteria, you can ensure that the process will only attempt to extract values for the active group.
Other extraction zones that are not tied to activation groups would continue to be processed in either status step, as normal. Similarly, activation groups that are turned on or off by Form Identification or Page Registration Zones would continue to be processed normally in either status step.
For more information on configuring custom capture process using the Capture Process Designer, see the Document Imaging module reference guide.
To configure a form definition group:
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From the Advanced Capture Configuration window, click the Advanced Options link in the Tools pane. The Advanced Configuration Options dialog box is displayed.
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Click Manage Form Definition Groups. The Manage Form Definition Groups dialog box is displayed.
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To create a new form definition group, type a descriptive name for the group in the text field and click Create. The <Form Definition Group> dialog box is displayed.
