Add a table field to a field group

A field group in a document can contain a table field. A table field helps to display a list, for example, a list of items in an order.

  1. Select the field in a field group.
  2. In the properties panel, on the General tab, on the Type list, select Table.
  3. To add a column to a table field, select the field and click Column on the Design bar.
  4. Select the column field and do either of the following:
    • To create custom columns, clear the check box for Predefined column (Default: Clear) and do the following:

      1. By default the name and display name are displayed as Column1. Enter a different Name for the column.

      2. Enter a Display name for the column.

        This name is displayed as column name at runtime.

      3. Optional. Enter a Description for the column.

      4. On the Type list, select the data type. (Default: Date)

        Available data types are: Text, Boolean, Choice, Date and Number.

      5. Enter or select a Default value for the column.

    • To select from a predefined set of columns, select Predefined column and do the following:

      1. On the Column list, select the predefined column to add, for example, Quantity. (Default: Position)

        By default, the selected column name appears in the Name and Display name fields.

      2. Enter a different Name for the column.

      3. Enter a different Display name for the column.

        This name is displayed as column name at runtime.

      4. Optional. Enter a Description for the column.

      5. Enter or select a Default value for the column. (Default: 0)

  5. To allow values to be null, select Allow null. (Default: Clear)
    Note When you use nullable type fields, at runtime the extraction is successful with the text box, date and dropdown fields appearing empty and the check box appearing selected.
  6. Select the Formatter to apply to a field. See Field formatters.
  7. Configure the verification settings.
  8. By default, the field data in a document is sent to Kofax Analytics for TotalAgility. To exclude the field data such as field value, confidence, change ratio, validity from any metric calculations, clear the check box for Include in analytics. (Default: Selected)
  9. To display the field on the form at design time and runtime, select Mask field values. (Default: Clear)
    Note
    • When a mask field value is enabled for a field, the field data in Kofax Analytics for TotalAgility is displayed with an asterisk for each character.

    • When a masked field is processed in TotalAgility, the extraction metrics for confidence, IsValid, and Change Ratio are reflected in the Kofax Analytics for TotalAgility views.

    • When a masked field is processed in TotalAgility, the actual field values are never written to the Kofax Analytics for TotalAgility database.

      Note The Mask field values property is only available if Include in analytics is selected.
  10. To add validation rules to a table column, click the Validation tab. See Configure validation for document fields.
  11. Click Save.