Document Automation v.35 release

Review the fixes and limitations in Document Automation for the v.35 release.

Fixes

The number of documents queued for validation is now correctly displayed in the Validate documents option on the Learning Instances page.

Previously, incorrect numbers were displayed in certain scenarios.

Service Cloud Case ID: 02105956, 02110441, 02144450, 02159638, 02143898, 02147184
When you create a parser configuration, a default version is automatically selected when you upload a package.

Previously, you had to manually select the package version in such a scenario.
You can move a learning instance only once to Document Automation using the IQ Bot - DA Bridge package. You will see an error that includes the user ID of the user who has already moved the learning instance to Document Automation if you try to move the same learning instance to Document Automation again.

Previously, multiple users were able to move a learning instance to Document Automation.
When you add an effect to the Enhance image action of the IQ Bot Pre-processor package, the name of the effect type is displayed correctly.

Previously, the effect type was displayed as ENHANCEMENT TYPE.
You can now copy learning instances using the Form and table field validation rules option.

Previously, such learning instances failed to copy.

Service Cloud Case ID: 02147445, 02164264

Limitations

When you update from a previous release to the v.35 release, the name of the effect type in the Enhance image action of the IQ Bot Pre-processor package is displayed as a dash ( - ).

Workaround: Edit the effect and select the effect again to display the effect type correctly.
Limitations from previous releases
If you have disabled the OCR provider in the administrator settings and if you are using a language other than English for your Control Room, you will see an error to enable the OCR provider settings in English in the following scenarios:
  • When you create a learning instance that is using an OCR provider
  • When you change the OCR provider for an existing learning instance
When you use the Document Classifier actions (Classify, Classify documents, and Train Classifier) and Extract Data action in the Document Extraction package together in a bot, the bot will fail to execute.

Workaround: Ensure that you create separate bots when using any of the actions from the Document Classifier package and the Extract Data action of the Document Extraction package. If you need to execute these bots in a sequence, include these bots in an Automation Co-Pilot process.
If you copy a learning instance that is using a third-party parser configured in Document Automation and process documents using the copied learning instance, data extraction will fail.
When user processes a document on custom process learning instance, the validate document count is not updated post extraction. Also, if the user submits the document, the validate document count is updated with the negative value.
A user with the Automation Co-Pilot administrator permissions is unable to view the Document Automation tasks that are assigned or requested and are in pending or complete status.
When you set all the table fields in a learning instance to optional and if any documents processed using this learning instance are sent for validation, the validator will not display an option to add a row for the table fields.

Workaround: Set at least one of the table fields to required or delete the empty row from the table to see the Add row button.
For a public process, you might encounter an error message in the following scenarios:
  • After validating all the documents in the validation queue.
  • After processing some documents with same learning instance, if you open the first document and click Refresh.
Note: No error message is displayed for the private process.
When you are using the IQ Bot Pre-processor package actions and if the Output folder path contains Japanese characters, you will see an error when processing documents.

Workaround: Create an output folder in a folder path that does not contain any Japanese characters and provide the path in the output folder path field.