Intelligent Capture Designer

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Home > Administration > Progressive Capture Designer

Introduction

Progressive Capture is a graphical workflow tool that provides a new and simple way to define the capturing of information for a particular application. An application that uses Progressive Capture will include a number of small forms for collecting information related to the application. These forms can be optionally added, ordered, and branched depending on the information being captured.

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Nodes

When building a progressive capture script there are a few different nodes that are available to use when considering your design

  • Start
Every progressive capture flow will have a Start node. This is the entry point for all progressive capture scripts.
  • Form
You can choose from a number of pre-configured small forms (in Form Properties) and place them in the sequence you need. Currently the existing data fields on the forms can't be changed.
  • Custom Form
Allows you to create your own form complete with custom fields and values.
  • Branch
Allows a custom expression to alter the flow to show different PCF's.
  • Switch
Allows you to link progressive capture's together and seamlessly switch from one to another
  • End
Every progressive capture flow will have at least one of these to end the flow.

Sharing and Visibility

Progressive capture owners will be able to view their own captures, and captures which have been shared with them from the Progressive Capture List.

When creating or editing a capture it is possible via the Manage Process Settings and Grant Access To option to share your process with:

  • Roles
  • Users
  • Groups - Configured via the Organisational group structure

It is possible to share captures with multiple users, roles and groups. Once a capture has been shared, the user will be able to view the capture from the Progressive Capture list.

To remove visibility to a specific User, Role or Group simply select the Trash Can icon next to the item you wish to stop sharing the capture with.

To enforce the above sharing and visibility controls, ensure the system setting security.bpm_access_controls.enabled is set to On from the administration console:

  • Home > System > Settings > Advanced