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Using the Extract field action

  • Updated: 6/15/2021
    • Automation 360 v.x
    • Explore
    • RPA Workspace

Using the Extract field action

Use the Extract field action to extract fields from a PDF and assign it to variables.

Procedure

To extract fields from a PDF file, follow these steps:

  1. In the Actions palette, double-click or drag the Extract field action from the PDF package.
  2. In the PDF path, select one of the following options to specify the location of the PDF:
    • Control Room file: Enables you to select a PDF file that is available in a folder in the Control Room.
    • Desktop profile: Enables you to select a PDF file that is available on your device.
    • Variable: Enables you to specify the file variable that contains the location of the PDF file.
  3. From the File is protected field, select Yes if the file is encrypted and provide the User password or Owner password.
  4. Click Open PDF viewer.
  5. In the Select a PDF file window, select a PDF file from Control Room file or Desktop file.
  6. Optional: Enter the password.
  7. Click Load to open the PDF Viewer.
    In the PDF Viewer window, the PDF is opened with all the structured fields highlighted in purple dotted rectangles.
  8. Select the rectangular area of the field to be extracted and click Add field to add the field and its value under the Extract fields table.
  9. Optional: You can add an unstructured field that are not highlighted in the PDF. Select the Draw a region option available at the top of the PDF viewer and draw a rectangle box around the required region.

    A red colored dotted rectangle is highlighted with an option Add custom region

  10. Click Add custom region to view the captured coordinates in the Custom region window. Enter the Key name that can be used in the output variable.
  11. Click Close to add the field in the Extract fields table.
    The list of extracted fields appear under the Extract fields table on the right panel of PDF viewer window.
    The extracted fields change to blue dotted rectangles in the PDF viewer. You can edit the extracted fields by selecting the blue rectangle around the field.
    Use the vertical ellipse button next to the extracted field in the Extract fields table to Edit, Move or Delete the field.
  12. Click Close to close the PDF viewer .
  13. From the Save the output to a variable field, choose either a dictionary variable or multiple variables to hold the field values.
  14. Click Save.
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