Change output format from CSV to JSON

Data from successfully processed documents is available as a CSV file, by default. Change the output format by editing the download data action before you begin uploading documents.

Prerequisites

If you have not done so already, Create a learning instance in Document Automation.

To change the output format to JSON, perform the following steps:

Procedure

  1. Navigate to Automation > Private tab > Document Workspace Processes and click the folder with the same name as the learning instance to configure the assets.
  2. Open the process.

You must update the output format for DownloadBot-ValidationSuccess and DownloadBot-ExtractionSuccess.

  1. Click DownloadBot-ValidationSuccess and locate the DocumentType field.
  2. Change OUTPUT_CSV to OUTPUT_JSON.
  3. Repeat steps 3 and 4 to change the output format for DownloadBot-ExtractionSuccess.
  4. Click Save.

Next steps

Upload documents to the learning instance: Process documents in Document Automation