To configure the AP Invoice Approval Connector, complete the following steps.
-
In a browser, type the Perceptive Connect Runtime Web Console address in the
format
http://<PerceptiveConnectRuntimeHostname>:<port>.
Note: If prompted for user name and password, enter the log-in credentials. The default user name and password are set as admin.
- In the Perceptive Connect Runtime home page, in the left pane, under Manage, select Configure.
-
In the Configuration page, complete the following
substeps.
- Under AP Approval Connector, select Approval Connector Configuration.
-
In the Integration Server URL box, provide the URL address of the
Integration Server that points to your Perceptive Content Server.
Note: This is the same URL address that you provided during configuring Integration Server in Perceptive Connect Runtime.
-
In the Task Type box, type the task template
type name you created in Perceptive Content, such as AP Approval.
Note: You can add multiple names using comma separation.
- In the Form Name box, type the form name you created in Perceptive Content such as AP Invoice.
- From the Deletion Interval Period list, select the day of the week on which you want the scheduler to run. Selecting None voids scheduling.
- In the Scheduler Start Time box, enter the start time. You can control the scheduler start time by entering the time value in the 24-hour format.
- In the History Deletion Period box, enter a duration, in days, for which you want to delete the historical data. The system deletes all data older than the specified time.
- In the Assigned Task Cache Duration box, provide the time duration, in minutes, for which the assigned tasks are cached.
- In the Completed Task Cache Duration box, provide the time duration, in minutes, for which the completed tasks are cached.
- In the Returned Task Cache Duration box, provide the time duration, in minutes, for which the returned tasks are cached.
- In the Cache Size box, provide a size limit, in MB, for the cache.
- In the Maximum Assigned Task Count box, provide a number which determines the maximum number of assigned tasks fetched.
- In the Maximum Completed Task Count box, provide a number which determines the maximum number of completed tasks fetched.
- In the Maximum Returned Task Count box, provide a number which determines the maximum number of returned tasks fetched.
-
In the Request Validation Configuration box,
provide the following values:
Key Description actionOnTasks:userName Regular expression to denote a Perceptive Content Username. actionOnTasks:itemId Regular expression to denote a Perceptive Content Task ID of a document. actionOnTasks:comment Regular expression to denote free text comments during Approve or Reject actions. actionOnTasks:reason Regular expression to denote a Perceptive Content ID for each member of the Reason Lists of a Task. searchFilter:id Regular expression for an ID, which is autosaved in the database when a Search Filter is created. This is typically a UUID. searchFilter:userName Regular expression to denote a Perceptive Content Username. searchFilter:filterName Regular expression to denote the name of the Search Filter, which is created. searchFilter:filterConditions:value Regular expression to denote the value of the filter condition with which a search is performed. searchFilter:filterConditions:field Regular expression to denote the invoice header name of the filter condition with which a search is performed. searchFilter:filterConditions:operator Regular expression to denote the operator of the filter condition with which a search is performed. searchFilter:filterConditions:conditionId Regular expression to denote the ID of the Filter Condition, which is auto-generated when a Filter Condition is created. This is typically an integer. searchFilter:clause Regular expression to denote the logical relation between the filter conditions. It follows a typical format of [Condition ID 1] AND [Condition ID 2]. userName Regular expression to denote a Perceptive Content Username. documentID Regular expression to denote a Perceptive Content Document ID. approvalItemID Regular expression to denote a Perceptive Content Task ID. externalOps:id Regular expression to denote a Perceptive Content Task ID. - Select Save.