ProtoID web client configuration

To use the ProtoId client:

1. Start the Taskmaster Web client, click the Administrator tab, and click Workflow.
2. Create or select a task for which you want to use the ProtoID client.
3. Under the Parameters heading in the Selected task details section, select ProtoID.aspx as the Value for the Program.
4. Click Save.

Inserting pages

The CTRL+M hot key inserts a new page before the selected page. To specify the type for the new page:

1. In the Taskmaster Web client, click the Administrator tab, and click Workflow.
2. Select the task that uses ProtoID.aspx.
3. Click Setup in the Selected task details section.
4. In the task.set.xml Webpage Dialog, scroll down to the Page ID section and enter the name of an existing page type in the Insert type: field.

   For example, if you enter Separator_Page here, and later during subsequent processing you press CTRL+M, ProtoId inserts a page of type Separator_Page and assigns the image file blank.tif. If you specify an invalid type, ProtoId assigns the type of page that is selected when you press CTRL+M.

5. Click Save.

Controlling the list of available page types

By default, ProtoId lists all available page types in the drop-down list below each thumbnail image.

If you want to limit the available page types or display aliases, createg a dictionary of available page types in the application's document hierarchy XML file. The dictionary must have the name PageNames, for example:

<DICT n="PageNames">
   <W v="Page_Type_1">Page_Type_1</W>
   <W v="Page_Type_2">Page_Type_2</W>
   <W v="Page_Type_3">Page_Type_3</W>
</DICT>

Disabling document integrity checking

By default, ProtoId checks document integrity automatically when you click Done. You cannot complete the batch if there are integrity problems.

To disable automatic document integrity checking:

1. Start the Taskmaster Web client, click the Administrator tab, and click Workflow.
2. Select the task that uses ProtoID.aspx.
3. Click Setup in the Selected task details section.
4. In the task.set.xml Webpage Dialog, scroll down to the Page ID section and clear the Document Integrity check box.
5. Click Save.

Running rules from ProtoID

ProtoId uses the same RRS settings as the VeriFine verification client (see Verification by using the VeriFine web client). The specified task profile runs immediately before document integrity checking.

Using "super variables"

The ALT+S hot key assigns a super variable to the selected page in the runtime batch hierarchy, for example:

<P id="TM000001">
  <V n="Super">Three</V>    <-- Super variable assigned a value of "Three"
  <V n="STATUS">0</V>
  <V n="TYPE">Rental_Agreement</V>
 etc.

The value is displayed above the page thumbnail image.

To specify the available super variable values, add the values to the Special Variable values field in the task's Setup dialog in the Taskmaster Web client.

For example:

Each time that you press ALT+S , ProtoId assigns the next value in the series. In this example, the first time you press ALT+S , it assigns a super variable value of One. The second time, it assigns Two; the third time, it assigns Three; the fourth time, it removes the Super variable.

You can use super variables to perform additional integrity checking by specifying a page type with each value, for example:

SuperVars=One|Rental_Agreement,Two|Air_Ticket,Three|Room_Receipt

ProtoId uses these <value>|<page_type> combinations during document integrity checking. In this example:

• Integrity checking fails if you assign Super=One to a page that is not of type Rental_Agreement.
• Integrity checking fails if you assign Super=Two to a page that is not of type Air_Ticket.
• Integrity checking fails if you assign Super=Three to a page that is not of type Room_Receipt.

In addition, you can use the tilde (~) character to indicate values that are not valid for a specific type, for example:

[PageID]
SuperVars=One|~Rental_Agreement

In this example, integrity checking fails if you assign Super=One to a page that is of type Rental_Agreement.