Partial completion

Use the Partial completion property to send individual documents to the next activity in a process, for example, as classification or extraction occurs.

You can move to the next activity without completing the current activity for all the documents in a group.

Note Only the automatic capture nodes (Composite, Extraction, Classification and PDF generation) support partial completion; other nodes including the manual Capture nodes (Scan, Validation, Verification, and Document review) do not support partial completion.

Associate each partial completion step with one of the following actions:

  • Create new job

  • Create new case

  • Create job in case

Note In the PDF Generation node, the input variable of Folder type should be the Input folder of the PDF Generation node configuration. For the output variable of Document type, you must map a document variable with the input parameter of the process map used for partial completion. Therefore, the process you use for partial completion must have an initialization variable of Document type. The Folder type is not supported in partial completion; if used, it results in an error at runtime.

  1. Add an automatic capture activity to the map. See Add an activity.
  2. On the Input document/folder, select a document or folder variable that will hold the document or folder. See Create a document variable and Create a folder variable.
  3. Select Enable for Partial completion.
  4. To add an action to process the partial completion, select and configure one of the following job types:
    • Create new job: Select a process in the Process field.

    • Create new case: Additionally, select a process or server variable as Case reference.

    • Create job in case: Additionally, specify whether to create a new job in case based on Case ref or Case ID. Then select a process or server variable as Case identifier.

  5. On the Process list, select the required process or case.

    A list of variables in the process/case map appears.

  6. Map variables from the main process map to the parameters of the new job process map by selecting the process or server variable as Value.

    • The variable types of the process variables must match the variable types of the initialization parameters.

    • Initialization parameters can be passed from the main map to the second map (if required), but output parameters cannot be passed from the second map back to the main map.

  7. Release the process.

    When you create a job on a process that has a capture activity supporting partial completion, actions take place and the job does not progress to the next activity until this activity is fully completed.

    • At runtime, actions associated with every partial step take place in the defined order.
    • You can add a parallel node to the node that has partial completion selected, and add a precondition to force process execution to wait until all child jobs created as a result of partial completion action are completed. Each child job can raise an event against the parent, thus incrementing its count. When the last such job is completed, the precondition on the parent is satisfied, and the job progresses to the next activity.

    The system records the history and audit entry for each partial completion. At runtime, you can view the number of times the partial completion action took place.