Copy a learning instance in Document Automation

You can copy an existing learning instance (Public and Private) to reuse the learning instance fields, parser, document type, language, and local associations in the learning instance copy.

When you copy a public learning instance, the copied learning instance remains in the private mode. After copying a learning instance, you can edit the existing parameter (except parser and heuristic feedback) as required.

Procedure

  1. Go to AI > Document Automation.
    A list of all the learning instances are displayed.
  2. Click the actions menu (three dots icon) next to the learning instance that you want to copy and click the Copy option.
  3. In the Copy Learning Instance window, enter the name for the instance.
    Note: When you copy a learning instance, the default name starts with the prefix Copy of <<instance name>>. You can change the name, if required.
  4. Select the required copy options and click Copy.
    Following are the available copy options:
    1. Form and table field attributes
      • Copies only form and table fields.
      • Enables you to add the custom fields.
      • Does not copy form or document rules.
    2. Form and table fields validation rules
      • Copies form and table fields along with form and document rules.
      • Enables you to add the custom fields.
      • Does not copy the feedback provided to original instance.
    3. Heuristic feedback for learning instance

      Copies a learning instance along with the feedback provided to original learning instance

    A success message indicates that the copy process is started and a Control Room notification is triggered to indicate success or failure of the copy process.

Limitations: Consider the following points when you copy a learning instance:
  • If you make changes to the extraction bot after copying a learning instance, the process and bot changes (including package version) are not updated in the copied learning instance.
  • You cannot copy the dashboard metrics for the learning instance.
  • You cannot copy the connected learning instance.
  • You cannot copy the Doc AI learning instance credentials.
  • If the underlying package of the learning instance is deleted before copying an instance, an error might occur during the copy process.
  • Each copied learning instance is separate one.
  • You can delete the original or copied learning instance when required.
  • An audit entry is logged.