Users can populate predefined data fields by extracting and validating data in their document workflows when using
Before you begin
Administrators must complete the following tasks.
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Determine what queues are required and group access.
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Create or use default groups.
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Set up job properties for queue use and validations as needed.
See the Group > Clients > Queue example below.
Note: The Warn if client connection is interrupted setting only applies to
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Add the Queue application to the Home page by using
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Ensure the default queue rule was created during the queue setup and is accurate.
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Create a test message. (optional)
Administrators can create a test message in the Server Administrator to deliver a PDF with searchable text values to ensure jobs are delivered to the appropriate queue.
The following invoice example shows how indexing and validation work in WebApps/HP CR Client Queue. The example is used for illustrative purposes and may not reflect your actual queue workflows.
A PDF with searchable text values was created and delivered to a queue for indexing and validation.
Select to maximize and minimize images.
The predefined data fields and any validation set on the fields are presented in the panel on left. A preview of the invoice appears in the Preview panel on the right. The Customer ID data field has a length validation setting. In this example, any Customer ID selected must be within 3 to 30 characters long.
Indexing selection methods
Indexing selection methods include manual, point and click, and rubber band.
Note: Extracted data cannot exceed 255 characters when using the indexing selection methods. Data greater than 255 characters will not be applied to the data field or saved. Verify the data is accurate during indexing and validation.
The Manual method is the most common and allows a queue user to manually enter values into the data fields. Based on the data field type, a queue user may also need to select options from a drop-down list.
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In the Data Fields Panel, click or tab to the appropriate data field.
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Enter or select a value.
See the Manual method example below.
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Select Apply.
Using Point and Click selection method
The Point and Click selection method allows a queue user to quickly index documents by selecting a value on a PDF and automatically populate a data field. The point and click method reduces the possibility of incorrect index information being entered into a data field.
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In the Data Fields Panel, select the data field you want to populate.
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In the Preview Panel, move the cursor over the value you want to use for the data field. The server recognizes the value and a tool-tip displays the data field name and the selected value.
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Click to populate the word or value in the data field.
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Select Apply.
See the data field result example below.
Before validation
After validation
Note: Users will receive a message if a validation is not successful.
Using Rubber band selection method
The Rubber band selection method allows a queue user to fill in data fields by drawing a box around the values on a page. This method is a quick and easy way to index a document.
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In the Data Fields Panel, click in the data field you want to populate.
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In the Preview Panel, drag a rectangle over the values on the page you want to use for the data field.
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Ensure the values captured in the data field are accurate and edit if necessary.
Note: The cursor moves to the next available data field unless specified otherwise.
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Select Apply.