2023:Scope (Property)

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202520232.72

The Scope property of an Activity determines at which level in a Batch hierarchy the Activity runs.

Activities can run at different levels in a Batch.

They can run on the following:

  • Batch
  • Batch Folders within the batch (including document folders and generic folders)
  • Individual Batch Page level 


About

An important thing to understand about Scope is that for nearly every activity you are telling Grooper what you want to apply the activity to. For example, Recognize, do you want to affect Pages or Folders (keep in mind, however, that in nearly every scenario it is considered best practice to scope Recognize to Page). Or, Extract, do you want to extract data from folders at level 1, or level 2, etc.


The exception to this is Separate and Review. For these activities Scope is not what you are affecting, but to where you are applying the activity.

You might think "I want to separate the pages of this batch into individual folders", and assume the Scope would be Page. This would be an incorrect assumption. With Separate you don't scope it to pages, you scope it to a specific Folder Level and the contents of that Folder Level are separated.

Review is interesting because you want to consider how the work is being done. Again, the Scope in this case is not pointed at what you are reviewing, but rather the contents of where are you reviewing. Let's say you have a Batch with 5 folders at level 1. If you set the Scope for Review to Folder and the Folder Level to 1, then you will create 5 review jobs, one for each document at Folder Level 1. If, however, you set the Scope to Batch, it will create one Review job with 5 Tasks in that one job to confirm.


One example of how scope is used in Grooper is seen below. In this example the Separate activity using the Undo Separation provider was run on a Batch containing multiple folder levels. The activity was run at three scope levels:

  1. The Batch level
  2. The first Batch Folder level
  3. The second Batch Folder level
The original Batch with three Batch Folder levels Undo Separation ran at the Batch scope.
  • All folders are removed.
Undo Separation ran at Folder > Level 1 scope.
  • All folders below the first level are removed.
Undo Separation ran at Folder > Level 2 scope.
  • All folders below the second level are removed.