The "Indexing Mask" Tab
The purpose of the Indexing mask tab is to index batch documents. If you have selected a document in the Document view, only one indexing mask will appear here. If multiple masks are available, select the mask that you want the first time you select a document, unless the mask has been predefined via the configuration or the URL call parameter. In this case, no action is needed on your side.
When you open the Indexing Mask tab, the Masks menu will automatically be open in the title bar of the indexing mask. You can select a mask here and call up this menu any time to select a different mask. You can use the last mask selected as the default mask for indexing documents that come up later. If so needed, you can index the documents contained in a batch with different masks. Just check to make sure that this makes technical sense and a corresponding case differentiation is supported in the next processing scenario.
Define available masks via the Mask Designer. Only those masks located in the .IndexMaskFolder folder of the "WebServiceIndexClient" input interface of the scenario to be processed will be available for selection. User authorizations influence which masks are available in the list. To change the specific appearance of an indexing mask, configure it in the Mask Designer.
Buttons
Some fields have input help that helps you when entering or selecting a value. The input help can be called up using one of the following buttons:
Button | Description | |
|---|---|---|
| Opens a text area for editing a multi-line input value. | |
| Opens a selection dialog for entering a date value. | |
| Opens a selection dialog for entering a date value with the time. | |
| Executes a predefined database query and opens a tabular selection dialog for selecting the data set. Within this table, you can filter the records using the The display of the table content is limited to a certain number of records per page. The buttons in the footer of the table can be used to scroll between the pages and define the number of records to be displayed per page. A selected data record can be accepted by double-clicking or by clicking OK. |
Below the indexing mask, there is a footer with the following buttons:
Button | Description |
|---|---|
Remember index | Controls whether the last input values accepted (see Adopt button) are accepted as default values in the document mask. The function can only be used for the same mask and is limited to fields that require manual input, i.e. fields that are not already pre-assigned with values. |
Adopt | Adopts the current values for a document. The values are validated across all fields during transfer. If an error occurs, the values are not transferred. After a successful transfer, the respective document is marked with a green tick in the document view and the next document that has not yet been transferred will automatically be selected. To be able to finalize the document (see Finalize button), the input values must be successfully accepted. If transferred values are subsequently changed, the transfer of the values must be repeated in order to validate the data again. |
Finalize | Closes the document assigned to the current indexing mask. When a document is closed, it is transferred to xSuite Interface for continued processing. The input values are transferred if this has not previously been done by clicking on Apply. If the transfer of the input values is successful, the document will be deleted from the document batch after completion. For batches with multiple documents, a separate input batch will be created with this one document when a single document is closed in xSuite Interface. To transfer a whole batch as a single unit, use the Close function in the "Document view" area. |