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You may add custom fields to the Smart Capture UI.

 

note

Note:

 

Please note that only fields included in this list are pre-trained. A learning algorithm will start to pick up the information in the custom fields automatically when invoices with a known layout are processed. This learning based on the layout of processed invoices is tenant-specific.

 

1. Open a schema file in an editor.

Sd_t_SMC_SchemaCustomization_General_007

2. Decide in which section you would like to add a new field. Of course, you may also add your own section. For example, if you would like to add the field "Approver" it fits best into the section "Other".

Sd_t_SMC_SchemaCustomization_AddField_001

2. In this example, the following settings are used for the new field.

Sd_t_SMC_SchemaCustomization_AddField_003

 

 "type": "enum"

 Define a set of named constants

 "rir_field_names": []

       Empty brackets mean that this field is not mapped to any output of the AI engine and is not extracted automatically. You may add the name of a pre-trained field here.

 "can_export": "true"

         Set this field to "true" to enable export, and "false" to disable export

 "hidden": "false

         Set this field to "true" to hide it from the user, or to "false" to make it visible to the user

 "can_export": "true"

         "True" means this field can be exported once the results are ready. Set it to false to disable export

 "category": "datapoint"

         This describes a new data field

 "id": "approver"

         Give your new field an ID

 "label": "Approver"

         Give your new field a label

 "constraints": {"required": false}

         Decide if this field is required or optional

 "options": []

       Here, you set the options for your new field. In our example, we want to add two possible reviewers, so we add both a value and a label for both reviewers, e.g., "value": "john" label: "John".

 

3. Save and upload the schema.