Creating custom panels in Datacap Navigator

A panel is a data entry screen. Panels are dynamically generated by the system and require no additional setup. You can create your own layouts by creating custom panels for verify tasks, start batch panels, and batch editor panels. You can arrange the fields and change the appearance and behavior of the panels as required.

About this task

The following procedure describes how to create a custom panel for the verify task. The procedure for creating custom start batch and batch editor panel is similar.

Procedure

Restriction: In the panel setting, if any child (cell) of a table is unchangeable (set to Read-only), the entire table will become unchangeable. This means that adding or deleting rows will not be possible in the verify task. However, you can edit all other table cells except the ones that are unchangeable.

To create a custom verify panel:

  1. Open the Datacap Navigator Administration View. In a browser, enter a URL with the following format: 
    http://host_name:port_number/context_root/?desktop=dcadmin
    By default, the context root is navigator.
  2. Click Panels in the left pane.
  3. Click New Panel and select Verification Panel.
  4. Specify the associated workflow, page type, and a name for the panel.
    A default panel layout is generated and displayed in the center pane. The default panel layout contains all fields that are defined for the selected page type.
  5. Arrange fields in the panel. You can change the order by dragging fields in the center pane, remove any unwanted fields, and drag removed fields back into the center pane.
  6. Click Save and Close.
  7. Enable the new verify panel in the workflow.
    Tip: For start batch panels, when binding the panel to the DCO Type in the Scan task's advanced properties, set the Key field to "<Application name>" and the Value field to "<Panel name>". For batch editor panels, there is no need to configure task settings; the system fetches the last batch editor panel that was created for the application.
    1. Click Workflows in the left pane.
    2. Select your workflow and click Edit.
    3. Select Navigator Job and click Edit.
    4. Click Tasks.
    5. Select Verify and click Edit.
    6. Click Advanced.
    7. In the Custom web panels area, select Use custom web panels.
    8. Enter the page type and panel name that you specified when you created the panel.
    9. Click Save and Close to save your changes to the verify task.
  8. Log out and close your browser. Your new panel is displayed the next time that you run the verify task.