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Edit the bot for standard forms

  • Updated: 8/12/2021
    • Automation 360 v.x
    • IQ Bot
    • Digitize

Edit the bot for standard forms

To prevent wrong or invalid data extraction, you can edit the bot associated with any standard forms learning instance and customize the validation rules.

Prerequisites

You can only edit a bot on staging. So ensure that you move a bot in production to staging.

Procedure

  1. On the Bot page, select the bot you want to edit.

    You can also use the Search bar to locate the bot.

  2. Click the Edit Bot icon for the bot.
  3. In the Field column, click Field options.
  4. Enter any custom validation rules in the fields under the Validate Pattern tab.

    Documents that are not processed are moved to the Validator, and fields with errors are flagged. You can review the flagged fields in the Validator.

    Using IQ Bot Validator

  5. Optional: Enter post processing logic under the Logic tab, and click Save.
  6. Click Save.
    The updated bot is saved on staging and you can move it to production.
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