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Ontents – Kofax TotalAgility User Manual

Page 3

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C

ONTENTS

S

ECTION

1

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W

ELCOME

3

 

Technology Themes ................................................................................ 3

 

C

HAPTER

2

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E

NHANCED

S

ECURITY

5

 

Security Tokens and Roles ....................................................................... 5

 

C

HAPTER

3

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S

TANDARDS

C

OMPLIANCE AND

I

NTEGRATION

7

 

CMIS Configuration ................................................................................ 7

 

XPDL Support ........................................................................................ 8

 

TRIM 7 Integration ................................................................................. 8

 

SharePoint Fault Tolerance ...................................................................... 9

 

SharePoint Web Parts Enhancements ........................................................ 9

 

Dynamics CRM Instance ID ...................................................................... 9

 

C

HAPTER

4

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E

NHANCED

U

SER

E

XPERIENCE

10

 

Properties in the Ribbon Menu ................................................................ 10

 

Screen Tips ......................................................................................... 10

 

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HAPTER

5

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G

ENERAL

I

MPROVEMENTS

12

 

Entity Features .................................................................................... 13

 

Case Management Updates .................................................................... 15

 

Field Validation .................................................................................... 16

 

Lookups Within Drop-Down Lists ............................................................ 18

 

Disable Form Event .............................................................................. 18

 

Configurable Activity Details Menu Option ................................................ 19

 

Default Button ..................................................................................... 19

 

Exclude a Control from the Tab Order ..................................................... 20

 

Virtual Folders in Solutions .................................................................... 20

 

Enhanced Daily Workload Control ........................................................... 21

 

Job Administration Page ........................................................................ 21

 

Job Clear Down .................................................................................... 22

 

Email Node – Send Multiple Emails ......................................................... 22

 

Process Valid Dates .............................................................................. 23

 

Import / Export Custom Reports ............................................................. 24

 

Job Duration Values .............................................................................. 24

 

TotalAgility™ i Contents

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