Configure the newly created DocIntel Extract Values Flow

Configure the copied Document Intelligence Extract Values flow for Invoice Processing to add missing field information, using the default flow as a reference.

[Omitted video] Description: Configure the newly created DocIntel Extract Values flow.

Before you begin

Role required: admin

About this task

In the DocIntel Extract Values Flow - copied use case - Invoice Processing v7 flow, perform the following steps.

Procedure

1. Navigate to All > Process Automation > Flow Designer.

2. Search for and open the DocIntel Extract Values Flow - Invoice Processing v7 flow.

3. In the DocIntel Extract Values Flow - copied use case - Invoice Processing v7 flow, under TRIGGER, do the following:

   Configure the condition by appending AND condition with existing condition where the new condition is Use case which is equal to copied use case. Example: Use case=<<copied use case>>.[Omitted image "add-genai-usecase.png"] Alt text: Copied GenAI use case

4. In the DocIntel Extract Values Flow - copied use case - Invoice Processing v7 flow: under Actions, configure new actions similar to Look up Invoice Stage Record (action 3), Look up Invoice Case Record (action 4), Condition label : Check if invoice on invoice case is not empty (action 5, 6, 7) and Update stage record (action 8) from flow mentioned in step 2.[Omitted image "trigger-condition-usecase.png"] Alt text: Trigger condition

5. Select Save.

6. Select Activate.

What to do next

Configure the Invoice processing case for Invoice email flow

Related topics

Extract data with Document Intelligence