How to create a custom process?
A step-by-step guide
Last updated
A step-by-step guide
Last updated
Using Alphamoon Workspace you can create your own process. How to do it?
In order to create a new process go to the view - that's where all your processes will appear. Next up, click the +New process button on the top-right side of the page:
Once you do, it will direct you to the Create new process view.
Type the name of your new process, and choose the Custom option. Next, check out the details of the process in the right-hand panel and click the Proceed button.
As soon as you do, we will redirect you to the Data points definition view.
Before you upload a new file o a list of files to your custom process, first add the data points you want to extract by clicking the +Add new data point button.
The following right-hand panel will appear:
The panel is divided into two sections.
Required settings
Name your new custom data point - e.g. seller name or document number.
Optional settings
Choose the data format, e.g, string (no formatting), number, date, time, or phone number
Set the occurrence of the data point - if the field is unique for your document, select 'One'. If it appears more than once (e.g. you want to capture 'Date' and there are several dates within the document), go with the 'Many'.
Tell us if the field is mandatory - select ‘No’ if capturing your new field is not necessary for every document to have an Accepted status. Go with ‘Yes’ in case you wish to see the Needs review status every time your field won't be captured from your documents automatically.
Set the confidence level - A value of 0.9 means that when our platform captures your field with a confidence less than 0.9, your file will get the status Needs review. You can enter the confidence value between 0 and 1.
Once you add all the data points you need to capture from your documents, click the Create new field button on top of the panel. Your custom data points will be listed as follows:
Next, hit the Continue button. We will redirect you to the Queue view where you can start uploading your files.
