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Assigning Index Data

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1.The final step to defining an indexing profile is assigning the index fields. All fields defined in the data extraction step will be available in the drop-down list. But, further scripting as well as validation and error handling is possible by clicking on the assignment browse button. You can test the whole profile by clicking on Test and selecting a test document. Click OK to save the indexing profile.

SD_T_Integrations_TextPDFXML_005

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If a variable was defined in a script, this can be used as assignment by simply entering the name of the variable.

Where the date format on the documents to be imported differs from the date on the operating system where the Document Loader is running, the ToDate function can be used. For example if the documents have a date with format DD.MM.YYYY but the system uses another format then in the assignment above you could use: ToDate(Extract("Invoice Date"), "DD.MM.YYYY").

Importing line items requires a script. For example a table called "myTable" with two columns: "Text" and "Number".

<myTable>

   <Text> Text1 </Text>

   <Number> 1 </Number>

</myTable>

<myTable>

   <Text> Text2 </Text>

   <Number> 2 </Number>

</myTable>

 

In the Assignments use: ExtractListTable("Text,"MyTable") and ExtractListTable("Number","MyTable")

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