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Configuration of Extraction
All about data extraction
You can tailor the data extraction to your needs by editing already existing fields or creating new ones.
Want to know how to do that? Let's dive in!
First, select one of your processes from your Dashboard. Once you are in the Queue view, click the Configuration tab at the top of the page (next to the Queue). From the navigation on the left side of the page, select the Extraction tab.
Note:
When you create your own process, you will be redirected to Extraction automatically.
For the primary processes, e.g. Invoices and Receipts, we have already set default fields. Take a look:
Default fields
Note:
A part of creating your own process is setting up your custom fields from scratch, therefore the fields list will be empty.
You can also add custom fields to the primary process (you have to set them manually) as well as to custom processes. Custom fields will be extracted automatically only in the case of the custom processes.
Changes to Settings
Bear in mind that changes to the settings will only apply to files sent from the moment these changes are made.
Once you are in Extraction view click the + Add new element button. In the case of the primary process, you may have to scroll down through the default fields to find it. You will see the form below:
Add custom field
Let's go through its elements separately:
- Field name Set up the right name for your custom field, depending on what type of data you want to extract.
- Occurrence Choose if your extracted data should appear in one field or many fields.
- Mandatory field Choose whether your new element is mandatory or not.
Once you fill in the form click the Save button and your custom field is ready. Time to add another one!
Congrats!
Seems like you know all about the Configuration of Extraction.
Need support?
Having any questions regarding configuring the extraction? Feel free to contact us at: [email protected].
Last modified 1mo ago