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Common fields across multiple document groups

  • Updated: 10/09/2021
    • Automation 360 v.x
    • IQ Bot
    • Digitize

Common fields across multiple document groups

Create a learning instance with a single document group.

  1. Pick any good document from your list of documents.
  2. Create, design, and map all the fields as dynamic floating fields.
  3. Add aliases to the mapped field labels using "|", if the values are different across various documents. For example: Invoice header mapped in the document could have values such as, Invoice#, Invoice No., Document No and so on in other documents.
    Note: "|" stands for the term, "or". For example: Invoice Total | Invoice Amount tells the bot to find the label - if equal to Invoice Total or Invoice Amount.
Tip: Test and refine the aliases as required.
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