Welcome > Data module > Document variants > Create a document variant > Create an activity variant

Create an activity variant

You can create an activity variant for a document type variant. The activity variant enables multiple resources to validate a document in stages with the visible fields considered valid for the activity but possibly invalid for the document.

Note When creating activity variants, you must enable all fields to be validated at some stage, otherwise you could create a situation that does not permit the entire document to be marked valid.

See Create a document variant.

  1. On the Data Explorer, click Document Variant.
  2. On the Consume list, click Extraction Groups and select the document type under which the document variant is created.
  3. Click the Document Variants icon.
  4. On the list of options, click New Activity Variant.
    The Document Activity Variant page appears.
  5. Enter a Name for the activity variant.
    The list of fields including table fields and individual columns within the tables, available within the document type appears. Fields that have been ignored in the parent document type variant are also displayed.
  6. On the Ignore column, select the checkbox against the fields to ignore.

    The fields that are ignored in the parent document type are ignored (check box is selected) by default.

  7. On the Mask column, select the checkbox against the fields to mask.

    You can only mask the fields that are ignored.

    Note Masking loses effectiveness when users have the ability to change the document type. See Assign access permissions for capture actions.
  8. Click Save.
    The newly created activity variant appears under Show Activity Variants. The system creates a new version of the activity variant but does not update the version of the document type variant.

    Note
    • When you export a document type as part of a process or package, any variant configured for the document type is retained.
    • The Activity variant option is only available when you generate a Take Activity form for a Scan, Validation, Verification or a Document Review activity.
    • When you apply a validation rule, all fields hidden at the document variant level are considered valid, and if you configure multi-field validation rule and some of the required fields are hidden, the multi-field rule is still executed.
    • When you design a variant, ensure that the required fields are visible for the multi-field validation rule to execute.
    • If the activity variant does not exist when the activity is taken, the document variant will be applied.
    • To consume a activity variant in a capture form, see Properties of a composite control.

Create a copy of an activity variant

You can create a copy of an activity variant and modify as needed.

  1. On the Data Explorer, click Document Variant.
  2. Click the Extraction Group and select the document type under which the variant is created.
  3. Click the Document Variant icon and click Show Activity Variants from the list.
    A list of activity variants appears.
  4. Click the Activity Variant icon for the variant to copy and click Copy.
    • A copy of the activity variant is created.
    • The activity variant name is prefixed with "Copy of."
  5. Click the newly created variant and modify as needed.
    The fields and field properties appear in the Document Activity Variant page. You can select the fields to ignore.
  6. Click Save.

Maintain an activity variant

To update an activity variant:

  1. On the Data Explorer, click Document Variant.

  2. Click the Extraction Group and select the document type under which the variant is created.

  3. Click the Document Variant icon and click Open.

  4. Make changes to the variant as needed.

  5. Click Save.

To delete an activity variant:

  1. On the Data Explorer, click Document Variant.

  2. Click the Extraction Group and select the document type under which the variant is created.

  3. Click the Document Variant icon and click Delete generic delete.

  4. Click OK to confirm deletion.