Document Automation v.36 release
- Updated: 2025/03/12
Review what's new and changed, and the fixes and limitations in Document Automation for the v.36 release.
What's new
Test learning
instances with confidence Test mode introduces new tools to speed up learning instance development, optimize testing, and improve accuracy. The following are some of the benefits of using test mode:
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Optimize Standard Forms model data When you use Standard Forms for model training, you can now optimize model data by performing the following actions:
Delete an extraction model created using Standard Forms | Create a custom extraction model using Standard Forms |
Extract data
from digital PDFs using PDFBox Using PDFBox to extract data from digital PDFs provides the following benefits:
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Enhanced data
extraction from tables with table prompt Improve the precision of data extraction from complex tables by using a well-defined prompt when configuring table fields. For instance, if a document contains multiple tables with identical headers but different titles, you can specify the exact table title in the prompt to ensure data is extracted from the correct table. This optimization allows for more accurate and desired results. Create a learning instance in Document Automation |
What's changed
Document Automation
Control Room settings UI updates The following UI updates are made to the Document Automation section of Control Room settings page:
Document Automation settings | Enable generative AI and other external connections to Document Automation |
Fixes
Fixes |
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Document Automation
requests are displayed correctly on the Automation Co-Pilot request page. Previously, the Document Automation requests were not displayed correctly when users clicked the link in the Notifications panel or in the email notification. Service Cloud Case ID: 02160331, 02146806 |
When you have learning instances that are using external connections, and the external connections are disabled during extraction, you will see the correct error message that indicates to turn on external connections. Previously, the error message displayed was incorrect in such a scenario. |
You can now move through the list
of projects created in Standard Forms. Previously, you were not able to move through the list to view or find projects. |
After creating a Standard Forms model and uploading PDF documents
to train the model, you can now define tags for the PDF
documents to train the model. Previously, PDF documents were not loaded in such a scenario. |
For a public process, you will no
longer see an error message in the following scenarios:
Previously, you were seeing an error in such scenarios. |
Limitations
When you restore a learning instance to any previous version from version history and reprocess a document, the document upload count is increased. |
Limitations from previous releases |
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You will not be able to edit
document rules in a learning instance if the number of document
rules used in the learning instance exceeds 19 and if a field rule
contains a check box field. Service Cloud Case ID: 02173183, 02180260, 02184419 |
When you configure bring your own key (BYOK) that is to be used in the Extract data action, some titles used in the Additional settings option are displayed in English and might not be translated into the languages selected in your Control Room. |
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:
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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 a user processes a document on a 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 a 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 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. |