Last Updated: Mar 8, 2023
Document Functions are used to manipulate the document or the document table to meet the requirements in succeeding steps of the automation process. The Predefined Document Functions available are listed here. You can write your own User Defined Functions if required functionality not met by the predefined document functions.
If a company's logo must be extracted from the Invoice for further processing, use the Extract Image function.
If the Bank for which the Accounts Statement is received, needs to be identified, use Document Processing node to trigger the Find Occurrence Of Dictionary Item function and use the returned value of the function in next steps of automation.
To use a document function in a task, follow the below steps:
In the Actions tab, select the relevant option in the first drop-down. The following options are displayed:
Select the required function from the list in the second drop-down.
In the With Parameters section, specify the input parameters for the function.
Click the icon on the left side of the first drop-down to expand or close the With Parameters section.
If the function has a return value, specify the output variable in the third drop-down.
Execute the task.
To check the value of the variable , if the function returns one, navigate to the Step Data tab in the Result of Execution window.
Click on the icon to view the Variables.
The variable can be toggled to OUT and mapped to succeeding node.