Update document data action

Use the Update document data action to customize and validate data based on external sources. You can update document data in the downloaded dictionary or JSON file and upload it to the server.

Based on your requirements, use this action to:
  • Update the document data using custom logic and upload it to the server
  • Enable applications for custom validation, lookups, normalization, and data manipulation
Note: Based on your use case, you can apply custom logic at any stage in a process or workflow.
The following table describes the action fields:
Fields Description
Document ID Specify the ID of the document to which you want to upload the updated data to. The Document ID is the output of the extraction Task Bot which is available at the process level.
Document data input The output of the Get document data action is a JSON or dictionary file which contains updated data or coordinates.
Records Captures the output of the Get document data action as a record set which contains the following key values:
  • Dictionary object: DocumentDictionary
  • JSON string representing the document: DocumentJson
  • Status: Status
  • Error message: StatusMessage
Consider the following points when you use the Update document data action:
  • If an error occurs while parsing the input Dictionary or JSON string, this action does not update the document and returns an error message and the validation status.
  • If you parse the input Dictionary JSON string and if there are validation rule errors, this action does not update the document but returns the validation status.
  • Does not validate entire document against the defined validation rules.
  • Replaces original document with the updated one. Hence, if the user does not provide values for some fields, the values for those fields remain empty.