1. Create a work trigger called Indexing (can be renamed if you like) and make sure its VIEW is set to "Indexing - Entry Screen". This will trigger the indexing entry screen to come up when users click on the work item.


  1. For Manual Indexing: Set the assignment to whomever will be doing the data entry.It can be any combination of user(s) and/or team(s).


  1. For Automatic Indexing: Make sure to not use any user for assignment. You do not want the process to assign it to any user if you are using automatic splitting. In order to use automatic indexing you need to configure the trigger to use the Index Documents action type in the Assignment actions.


  1. Under the trigger activation rules, set it to look for a variable named @INDEX with a value of YES. We will use this later in the configuration.



Next Step: Classify