Kofax Transformation 6.0 Scripting
Objectives
At the end of this training program, attendees will be able to:
- Develop a KTM project using logical, efficient methods
- Correctly write basic WinWrap statements
- Identify the help references available in KTM for scripting
- Use the WinWrap Basic script editor to:
- Set breakpoints
- Step through script
- Display results in watch windows
- Display errors
- Create subroutines
- Declare variables
- Reference functions and objects
- Debug scripts
- Develop a scripted formatter
- Develop a scripted locator
- Write, test and implement scripted single-field and multi-field Validation methods
- Write, test and implement scripted Document Review methods
- Write, test and implement Validation scripts
- Write, test and implement server scripts
- Write, test and implement a Document Routing script
- Write, test and implement Folder scripts
Methodology
Illustrated lecture and discussion, demonstrations and hands-on lab exercises
Class Outline
Module 1 - Class Introduction
- Duration, prerequisites and materials
- Goals
- Class structure and module overviews
Module 2 - Scripting Overview
- Purpose of scripting: “extending the capabilities of KTM”
- Examples:
a) Special formatting to accommodate database or document management applications
b) Special locators: eg., returning data not accommodated by out-of-the-box locators like concatenation of fields returned by other locators, returning multiple tables on a single page as a single table, etc.
c) Custom Validation methods and rules
d) Custom Document Review methods and rules
e) Custom actions in the KTM Validation Module
f) Special conditional batch routing
- Where scripts are stored (in the .fpr file)
Module 3 - Introduction to WinWrap Basic and the Script Editor
- What is WinWrap Basic?
- Programming concepts
- The WinWrap Basic Language and Editor
Module 4 - Starting Easy: Scripted Formatters
- Creating the formatter: Select, copy, paste
- Modifying the formatter
- Testing the formatter
- Applying the formatter
Module 5 - Script Locator
- Script Locator using a Simple Field Type
- Designing and creating the locator
- Testing the locator
- Script Locator using a Group Field Type
- Designing and creating the locator
- Testing the locator
Module 6 - Scripted Validation Methods
- Single Field Method
- Multi-Field Method
Module 7 - Validation Scripts
- Function at runtime in the Validation Module
- Access to the Editior from the Validation Forms Design tool
- Example: Dynamic Masking (temporary redaction)
Module 8 - Scripted Document Review Methods
- Designing and Creating a Scripted Document Review Method
- Creating a Document Review Rule that references the scripted method
- Testing
Module 9 - Server Scripts
- Server Script Events Sequence
- Document Routing (no Workflow Agent required!)
- Editing & Exporting Sticky Notes
Module 10 - Help and Resources
- Scripting Help
- Editor Help
- Language Help
- Objects and References
- Sample Scripts
- Kofax Knowledge Bases
- Scripting Help
- Kofax Forums
Module 11 - Review and Q&A