While creating a learning instance, keep in mind these considerations for form and table fields, search fields, additional information about output folder after creating a learning instance, and so on.

View and search fields

Document Automation offers a standard set of form and table fields, many of which are not initially visible. You can search for a field by field name, field label, or data type.

To see the full list of fields, click Show unused fields. See the following video for a demonstration:

Guidelines to edit the fields and create custom aliases

  • You can edit most attributes of a field.
  • You cannot edit the name and default aliases. Document Automation assigns default aliases, which are hard coded keywords, to standard fields to help with extraction.
  • You cannot modify or delete default aliases, but you can add aliases in the Custom aliases field.

    See the following video for a demonstration of creating a custom alias:

Considerations for form and table fields

The following table lists all the fields names and required values to specify in the description.

Guidelines to create or edit the custom multi-table in a learning instance

When creating or editing mutli-table at learning instance level, consider the following points:
  • This feature is applicable to the document types such as Automation Anywhere (Pre-trained), Automation Anywhere (User-defined), IQ Bot to Document Automation Bridge package, and unstructured (generative AI).
  • You can set up the rules with only one table field at a time and it cannot be setup across fields that belongs to different tables.
  • All fields names must be unique.
  • Advanced training settings is applicable to multi-tables. It will work on a per table basis and not across the tables.
  • You can import, export, and copy learning instances that contain multi-tables.
  • You can delete the custom table created in learning instance but the default table cannot be deleted.
  • The maximum number of characters for custom multi-table name are 50 characters and 200 characters for column name.
  • Only alpha numeric, underscore, spaces, and hyphen characters are allowed in for the table name field.
  • You cannot rename the table name while creating or editing a learning instance.
  • Multi-table support is not applicable for Standard Forms, Google Document AI, bill of lading, waybill, arrival notice, and packing list document types.
  • The output (CSV) file will indicate all the table references (default and custom multi-table) in the table_name: field name format.

Bots output file and folder structure

When a new learning instance is created, the Control Room creates a folder with the same name as the learning instance in the Automation > Document Workspace folder. The folder contains two bots (extraction and download), a process, and a form.
Example screenshot of learning instance assets
  • Process: Manages the process using if/else scenarios through which Document Automation extracts data from uploaded documents, assigns documents to users for validation, and downloads the extracted data. To learn more, see Automation Co-Pilot for Business Users process in Document Automation
  • Extraction bot: Extracts data from defined fields in the uploaded documents.
  • Download bot: Downloads the extracted data to a specific folder on the device or shared network.
  • Form: Defines the input parameters that are sent to the process. Input parameters include the learning instance name, uploaded file, and output file path.