Session Files

In the Session Files node of the Quick Fields Agent Administration Console, you can view all Quick Fields sessions for which references have been created. These sessions may be included in one or more schedules or may not be associated with any schedules.

Adding a Session Reference

A session reference is a link from Quick Fields Agent to a Quick Fields session. You can add a session reference directly from the Session Files node and then create a schedule to run it, or you can add the session reference while creating a schedule.

Note: By default, Quick Fields Agent runs under the Local System Account on the computer where it is installed. Its access to network resources depends on the permissions assigned to that account. You can change the Windows user associated with the Quick Fields Agent service in the Services settings in the Windows Control Panel.

To add a Session Reference

Note: If you accessed this option from the Schedules node, begin at step 5.

In the left pane, expand the node for the computer running the Quick Fields Agent service.
Expand the Schedules node.
Select the Session Files node.
Right-click and select Add session reference.
In the Add Session dialog box, browse to the session file.
Select the session and click Open.
Quick Fields Agent automatically runs the session validation utility.
Review any warnings that appear.
If warnings are generated, open the session in Quick Fields and make the necessary adjustments.
Click Finish.

Note: Steps 8 and 9 can be reversed.

If you make changes, you can run the session validation utility again to confirm that the issues have been resolved.

Deleting Session References

If a listed session is not referred to by any schedules, you can delete the session reference from the Session Files node. Otherwise, you will first need to remove it from each schedule that includes it.

To delete session references

Select the session or sessions to delete.
Right-click and select Delete.

Exporting a List of Session References

You can export a list of all session references associated with a selected instance of Quick Fields Agent.

To export a list of session references

Right-click the Session Files node.
Select Export List.
Choose a location, specify a file name and file type, and save the list.

Session Validation

When you add a session reference, the session validation utility automatically checks the session for configurations that could prevent it from running unattended (for example, requiring user input or missing configuration values).

Based on the warnings generated, you can update the session before scheduling it. You can also run the validation utility manually after making changes or at any time to confirm the session will run correctly with Quick Fields Agent.

Note: Although the validation utility identifies common issues, it is still recommended that you manually test each session.

To run the session validation utility

In the Session Files node, select a session.
Right-click and select Validate session.
Review any warnings.
If necessary, open the session in Quick Fields and make the required changes.
Click OK.
Note: Steps 3 and 4 may be performed in reverse order.
Run the validation utility again to confirm that any changes were successful.

The Quick Fields Agent session validation utility identifies configurations that may cause problems during unattended processing. Some issues prevent the session from running entirely (such as prompts requiring user input), while others allow the session to run but produce undesirable results.

For example, a session with a required field that is not populated may scan documents successfully but fail to store them, resulting in rework.

Common Validation Warnings