The Transformation Designer user interface

The Transformation Designer user interface has a Ribbon and a Quick Access toolbar for performing project configuration tasks. Below this, the interface is divided into several windows that can be closed or repositioned as needed. By default, the Transformation Designer has the following panes:

Project Tree

This window displays an interactive project hierarchy that includes classes, locator methods, and fields.

Details

This window displays information about the currently selected item or items in the Project Tree. If a single hierarchy item is selected, this window displays all options related to that item. For example, if a field item is selected, the field settings are displayed. Similarly, if you select a class, the class settings are displayed in the Details window.

Documents

This window displays various document sets. You can change the selected document set using the Documents toolbar within this window.

Below these panes is the Status Bar. This bar provides information about the Kofax TotalAgility server that you are connected to, as well as the name of the current logged on user. Click on the connection link to open the Kofax TotalAgility Designer.

In addition to these default windows, several other windows are available.

Important Depending on your user permissions, some or all of the configuration options may be disabled. If options are greyed out, you may not have the necessary permission to perform that action.