Assigning a group to a batch for filtering

You can assign one or more groups to each batch to be filtered by defining a custom Job Monitor filter and adding a rule in Datacap Studio. When the groups are assigned to a batch, the batch can be viewed in Job Monitor only by members of the assigned groups. If the group is left blank, anyone can access and view that batch.

1. Define the custom Job Monitor filter by adding the CustomJMFilter and CustomMultiGroup values to the Application Manager.
   1. Open the Application Manager and select the application from the list on the left panel.
   2. Select the Custom values tab.
   3. In the General string values field, add the custom Job Monitor filter Value name, CustomMultiGroup. Set the value to 0 for exclusive group filtering or set the value to 1 for additive filters. The default value is 1.
   4. In the General string values field, add the custom Job Monitor filter Value name, CustomJMFilter. The appropriate value depends on your database type and filter type. If the custom column in Job Monitor is named, pb_allowed, define the additive or exclusive filter as follows.
      • For additive filtering with Oracle, enter bitand(CAST(pb_allowed As Integer),{0}) = CAST(pb_allowed As Integer)
      • For additive filtering with SQL Server, enter CAST(pb_allowed AS INT) & {0} = CAST(pb_allowed AS INT)
      • For exclusive filtering with Oracle, enter CAST(pb_allowed As Integer) = {0}
      • For exclusive filtering with SQL Server, enter CAST(pb_allowed AS INT) = {0}
      • For exclusive filtering where Group1 is the supervisor group with SQL Server, enter (CAST(pb_allowed AS INT) = {0} OR 1 = {0})
      • For exclusive filtering with MS-Access, enter CInt(pb_allowed) = {0}
2. Add a rule in Datacap Studio to assign one or more groups to each batch.
   • You can assign groups immediately when the batch is scanned. Add the rule to a validation task profile for an interactive start batch panel that is based on the scan operator, job type, or other metadata that is defined in the start batch panel.
   • You can assign groups later in the workflow as part of background processing rules that are based on any metadata in the batch.

   Your rule must call a custom action to assign set the custom Job Monitor column named pb_allowed. Set the value to group number for exclusive groups or the sum of additive group values.