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Last modified by admin on 2022/04/24 04:58
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- 7Giang Tran
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[2] Configure Automation Type for Pipeline
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by following these steps Step 1: Go to Pipeline's configuration, choose "Automation & Fields" tab Step 2
…confident score for each field Step 1: Go to Pipeline's configuration, choose "Automation & Fields" tab
…required fields inside will be moved to "To review" tab in the pipeline. Even when you choose "Always
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="box infomessage" %) ((( **Step 1: **Go to Pipeline's configuration, choose "Automation & Fields" tab ))) [[image:image-20221024171223-1.png||cursorshover="true"]] (% class="box infomessage" %) ((( **Step 2: **Choose
…infomessage" %) ((( **Step 1: **Go to Pipeline's configuration, choose "Automation & Fields" tab
Assign Tokens
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Assign Tokens You can assign token by following below steps: Step 1: In Manage Access, select Tokens tab Step 2: Select Assign Token Step 3: In the opened popup, select desired tokens. Step 4: Click Save. The newly added tokens are displayed in the Tokens list of the Manage Access tab
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== **Assign Tokens** == You can assign token by following below steps: Step 1: In **Manage Access**, select** Tokens** tab [[image:image-20230630134349-1.png]] Step 2: Select **Assign Token
…of the **Manage Access** tab. == **Edit Token** == You can edit token permissions by selecting **Action icon
[4] Assignee Pool
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, ensuring task completion. How to create an Assignee pool? Step 1: Open Process Designer tab -> Click Assignee Pool tab -> Click Create New (As the picture below): Step 2: Then a form will show up for you to fill: No Column /Label Description Type Maximum Is Mandatory? 1 Name Enter the name of Agent pool
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[1] Process Design
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to create an Assignee pool?** **Step 1**: Open **Process Designer **tab -> Click **Assignee Pool** tab
…/Label|=Description|=Type|=Maximum|=Is Mandatory? |1|Name|Enter the name of Agent pool|String|55|Yes |2
Assign Users
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Assign user You can assign users and set their permissions by following below steps: Step 1: In Manage Access, select Users tab Step 2: Select Assign User Step 3: In the opened popup, select
…in the Users list of the Manage Access tab. Edit user You can edit custom permissions by selecting Action
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== **Assign user** == You can assign users and set their permissions by following below steps: Step 1: In **Manage Access**, select** Users** tab [[image:image-20230630134940-1.png]] Step 2
…**. The newly added users are displayed in the **Users** list of the **Manage Access** tab. == **Edit user
Assign Agents
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Assign Agents You can assign agents and set their permissions by following the below steps: Step 1: In Manage Access, select Agents tab Step 2: Click Assign Agents Step 3: In the opened
…are displayed in the Agents list of the Manage Access tab. Edit Agents You can edit the custom permissions
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== **Assign Agents** == You can assign agents and set their permissions by following the below steps: Step 1: In **Manage Access**, select** Agents** tab [[image:image-20230630133429-2.png]] Step
…**Save**. The newly added agents are displayed in the **Agents** list of the **Manage Access** tab
[6] Delete Field
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Step 1: Start by selecting the Entity to which you want to delete field. On Field tab, click on the three dots icon located next to the Field that you want to delete then choose Delete option Step 2: Confirm the deletion by clicking on the "Delete" button.
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(% class="box infomessage" %) ((( **Step 1: **Start by selecting the Entity to which you want to delete field. On Field tab, click on the three dots icon located next to the Field that you want to delete then choose Delete option ))) [[image:image-20230630131628-1.png]] (% class="box infomessage
[5] Update Field
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Step 1: Start by selecting the Entity to which you want to edit field. On Field tab, click on the three dots icon located next to the Field that you want to update Step 2: Make the necessary changes Step 3: Click [Save] button to save modifications
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(% class="box infomessage" %) ((( **Step 1: **Start by selecting the Entity to which you want to edit field. On Field tab, click on the three dots icon located next to the Field that you want to update ))) [[image:image-20230630131504-1.png]] (% class="box infomessage" %) ((( **Step 2: **Make
[6] Token
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Token page allows you simply create a new token to access the API without sending account and password to the third party. From the dash board, you click Administration tab, then choose Token tab. Once clicking, the list of created tokens will be shown. No Column /Label Description 1 Action
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Token page allows you simply create a new token to access the API without sending account and password to the third party. From the dash board, you click Administration tab, then choose Token tab
…]] |=No|=Column /Label|=(% style="width: 803px;" %)Description |1|Action|(% style="width:803px" %)Available
[2] Manage tasks in a process
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will be shown up. 1. All Task When users choose All Task tab, the screen is displayed as the below picture: In All Task page, user can view the following information: Order. Field Description 1 Action Actions
…Monitoring menu S2: Choose Task in Process tab In here, user can view 3 subtabs as below: Tab Description
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up. === (% style="color:#000000" %)**1. All Task**(%%) === When users choose **All Task **tab
…in Process **tab In here, user can view 3 subtabs as below: |**Tab**|**Description** |All Task|List
…**page, user can view the following information: |**Order.**|**Field**|**Description** |1|Action
Export Manually
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Staff can get the result of documents in akaBot Vision by exporting them. After documents are confirmed, a staff can export results. In this article, we will show how to export documents Step 1: Go to "Confirmed" tab Step 2: Choose documents that need to be exported then click "Export" icon Step 3
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Staff can get the result of documents in akaBot Vision by exporting them. After documents are confirmed, a staff can export results. In this article, we will show how to export documents (% class="box infomessage" %) ((( **Step 1**: Go to "Confirmed" tab ))) [[image:image-20221021140511-1.png]] (% class="box