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. On the Type list, select Table.
  3. To add a column to a table, select the field and click the Column button Add Column.
  4. Select either option for Predefined Column:

    No (Default): To create custom columns.

    1. Enter a Name to display for the column at runtime.

    2. Enter a Display Name for the column.

      This name is displayed as column name at runtime.

    3. Enter an optional Description for the column.

    4. On the Type list, select the data type.

    5. Enter a Default Value for the column.

    6. To allow values to be null, click Yes for Allow Null.

      Note When you use nullable type fields, at runtime the extraction is successful with the text box, date and drop-down fields appearing empty and the check box appearing selected.

    7. To associate a formatter with a column, consume a Formatter.

    8. To mask the words associated with the field when it is hidden in the Verification activity, click Yes for Mask Image in Verification. (Default: No)

      Note Masking loses effectiveness when users have the ability to change the document type.

    Yes: To select from a predefined set of columns.

    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 box.

    2. Enter a Display Name.

      This name is displayed as column name at runtime.

    3. Enter an optional Description for the column.

    4. Enter a Default Value for the column.

    5. To allow values to be null, click Yes for Allow Null.

      Note When you use nullable type fields, at runtime the extraction is successful with the text box, date and drop-down fields appearing empty and the check box appearing selected.

    6. Consume the Formatter to apply to a field.

    7. To mask the words associated with the field when it is hidden in the Verification activity, click Yes for Mask Image in Verification. (Default: No)

  5. To reorder columns, select the column and use or .
    At runtime, the columns appear based on the order specified.
  6. 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, click No for Include In Analytics.
    Note The Mask Field Values property is not available if Include in Analytics is set to No.
  7. Click Yes for Mask Field Values. (Default: No)
    • 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.

  8. To add validation rules to a table column, click the Validation tab. See Configure validation for document fields.
  9. Click Save.