The Forms dialog box is displayed.
The system populates some fields with default values. You can change the values for those fields to suit your configuration.
Configure the settings as needed.
The width mode for a form as Fixed or Percentage (default). When you create a new form or form template, or automatically generate a form, the width mode of the form defaults to this system setting.
The custom forms in Kofax TotalAgility Workspace are also displayed in percentage or fixed width mode according to this setting. If you change this setting from fixed to percentage or vice-versa, you must delete the deployed forms and restart the IIS to reflect the changes in the Workspace custom forms.On upgrading TotalAgility, by default the width mode of the form is set to Fixed.
Use form cache
Use document form cache
Use folder form cache
By default, the forms are cached on the client side browser for faster loading performance. Only the most frequently accessed forms are stored in each cache. When the form is reloaded, it is retrieved from the cache and the content is refreshed.
On upgrading TotalAgility, the form caching retains the original setting configured in the previous version. However, we recommend that you enable caching of forms if the same forms are going to be used repeatedly. This improves performance.
Form caching only applies to Desktop forms.
Document form caching only applies to Document forms. Improves performance when navigating to a document with a type or changing a document type to one that has already been visited during the session.
Folder form caching only applies to Folder forms. Improves performance when navigating to a folder with a type or changing a folder type to one that has already been visited during the session.
For best practices on form caching, see
Form cachein Kofax TotalAgility Best Practices Guide.
Form cache size
Document form cache size
Folder form cache size
The cache size determines the maximum number of each form type to be cached on the client side browser. As the cache size increases, more memory is used on the client machine. When the number of forms exceeds the maximum number, the least requested form is removed from the cache to add the latest.
Enable document pre-loading
If selected, TotalAgility pre-loads the documents in the background. This improves user interface responsiveness, but may result in higher server load.
By default, TotalAgility does not pre-load documents in the background. This reduces the load on server, but the user interface responsiveness may be slower.
Images and custom images
Base image URL
Location other than the default location from where the system picks up the images.
By default, the images are available in the Images folder in TotalAgility.When you add an Image control to a form, the system picks the images from the base image URL set in system settings.
Image refresh duration
An interval to refresh a downloaded image from the database. (Default: 120 minutes)
Images and custom pages are stored as assets within TotalAgility and can be used in forms. When you load a form that uses a custom image or page for the first time, the item is downloaded from the database. On subsequent visits, when a form is requested that uses an image or page from the database, the forms server checks if the image or page has already been downloaded and verifies if the last modified date is greater than the current datetime plus the duration. If yes, the latest image or page is downloaded from the database refreshing the image.
Any updated image or page is then shown on a form until the duration has passed.
Custom page refresh duration
An interval to refresh a downloaded page from the database. (Default: 120 minutes)
For best practices on image refresh duration and custom page refresh duration, see
Refresh durationsin Kofax TotalAgility Best Practices Guide.
Capture form behavior
Confirm/validate field with TAB key
If selected, enables the use of TAB key to confirm and navigate to the next capture field if auto navigate to next invalid field is not active. Confirming or validating a capture field using Tab key improves efficiency. (Default: Clear, which means you must press ENTER then TAB to confirm and navigate to the next field.)
The auto navigate to next invalid field behavior takes precedence over the TAB key's normal behavior of navigating to the next field.
Auto-validate field after OCR lassoing
If selected, populates the field with the lassoed value and also confirms the field. (Default: Clear, which means you must press ENTER after lassoing to confirm the field.)
Highlight entire capture field text on click
If selected, automatically selects the entire contents of a field on clicking into a field. (Default: Clear)
Scroll image viewer with mouse wheel
If selected, enables scrolling in the capture activity image viewer using mouse wheel. You can use the following key combinations for scrolling and/or zooming in the Image viewer.
Vertical scroll = mouse wheel
Horizontal scroll = Wheel+Shift
Zoom = Wheel+Shift+Alt
If this setting is clear, use the following key combinations:
Vertical scroll = Wheel+Shift
Horizontal scroll = Wheel+Shift+Alt
Zoom = Wheel
Default design themes: The default theme to apply to forms (desktop/mobile for touch and non-touch).
A theme to apply for the desktop forms. (Default: Kofax TotalAgility Workspace)
Available themes are: Classic, Crisp, Crisp Touch, Gray, Neptune, Neptune Touch, Kofax TotalAgility Workspace and Triton.A theme imported from an earlier version of TotalAgility 7.6.0, or available on upgrading to TotalAgility 7.6.0, defaults to Classic for the desktop forms.
A theme to apply for the touch forms. (Default: Kofax TotalAgility Workspace)
Available themes are: iOS, Material, Neptune, Kofax TotalAgility Workspace and Triton.A theme imported from an earlier version of TotalAgility 7.6.0, or available on upgrading to TotalAgility 7.6.0, defaults to Triton for the touch forms.
Restart the Kofax TotalAgility services for the settings to take effect.