Kofax Getting Started with Ascent Xtrata Pro User Manual

Page 68

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Project Builder

Ascent Xtrata Pro User's Guide

49

2

In the field properties dialog box, edit the options for the defined fields.
Validation thresholds for valid fields must be set, and if necessary, the
“Require manual field confirmation” option enabled.

3

Create validation methods.

a.

Select Project | Project Settings from the main menu bar to display the
Project Settings dialog box.

b.

Select the Validation tab.

c.

Click Add to display the New Validation Method dialog box.

d.

Enter a name for the method and select the type of the validation
method.

e.

Click OK to open the validation method’s properties dialog box to set its
parameters. For more details about the properties dialog box of the
selected validation method type, see Project Builder User Interface –
Validation Method’s Properties Dialog Box.

f.

Click OK to save your settings and close the dialog box.

4

Add single field or multi-field validation rules.

a.

Select the class. Classification and extraction must already be set up for
the class. All the relevant extraction fields for that class are listed in the
Field.

b.

Select Show Validation Design from the vertical toolbar.

c.

Add a single field validation rule by clicking “Add Single Field Rule”
from the toolbar, to display the properties dialog box for single fields; or
click “Add Multi-Field Rule” to display the properties dialog box for
multi-fields.

d.

Make the necessary definitions. For further details on setting up
validation rules, see Setup Validation – Validation Rules.

e.

Click Close to save the rule. The rule is automatically mapped to the
field. For a normal field, a single field validation rule is created;
otherwise, a single table field validation rule is created.

5

Define a validation form, and if necessary, implement script events. For more
details on setting up a validation form, see Setup Validation – Validation Form.

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