Document Functions


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.

How to use Document Functions

To use a document function in a task, follow the below steps:

  1. Drag and drop the Document Processing node to the Design Studio.
  2. In the Actions tab, select the relevant option in the first drop-down. The following options are displayed:

    • Document Command: To select required Predefined Document Functions.
    • Custom Document Command: Custom Functions are created for specific needs if not met by the Predefined Document functions. All the User Defined functions specific to the selected node, created in the HyperApp with Type selected as Document gets listed in drop-down.
    • Call Functions: To select from other generic Functions.
      To know more about how to use Functions, click here.
    • Set Variable: To set the value for Variables to use in further steps. The value set can either be a constant or another variable.
  3. Select the required function from the list in the second drop-down.

  4. In the With Parameters section, specify the input parameters for the function.

    Click the Image description icon on the left side of the first drop-down to expand or close the With Parameters section.

  5. If the function has a return value, specify the output variable in the third drop-down. Image description

  6. Execute the task.

  7. To check the value of the variable , if the function returns one, navigate to the Step Data tab in the Result of Execution window.

  8. Click on the Image description icon to view the Variables. Image description

    The variable can be toggled to OUT and mapped to succeeding node.

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