Configure the partial completion property for an activity

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

At runtime, actions associated with every partial step take place in the defined order.

Note Assign an input variable of Folder type and an output variable of Document type to the activity; otherwise, you cannot save the process.

  1. Add an automatic capture activity to the map. See Add an activity.
  2. On the Extended Properties page of the activity, click the Partial Completion tab.
  3. Click Yes to activate Partial Completion.
  4. To add an action to process the partial completion, select and configure one of the following job types:
    • Create New Job: Consume a process in the Process box.

    • Create New Case: Consume a case map in the Process box and consume the variable that holds the case reference in the Case Ref box.

    • Create Job in Case: Consume a process in the Process box and consume the variable that holds the case reference or case ID in the Case Ref or Case ID box.

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

  5. To map variables with process parameters, consume variables in the Mapping boxes.
    Note At least one variable must be a Document or Folder type.
  6. Click Release Save and Release.
  7. Click Close.

    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.

    Note You can add a parallel node to the node that has partial completion turned on, 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.