Hello,
I have created a Document Intelligence use case for demo purposes. However, I am facing an issue where the fields are not auto-populating after attaching the document.
Currently, the extracted values are populated only when I manually open the Document Intelligence Workspace, select the fields, and submit the extraction. This manual intervention is required every time, which is not the expected behavior for the demo.
Additionally, in the Document Task record, the status remains in “New” state, and the Extracted Values section is empty, even after the document is attached. The values appear only after I manually perform the extraction and submit it from the workspace.
I would like to understand:
What could be the possible reasons for this issue?
Why the extraction is not triggering automatically on document upload?
Why the Document Task status is not moving from New to Processed/Completed automatically?
What configurations or steps should be verified to enable auto-population without manual action?
Any troubleshooting guidance or best practices would be really appreciated.
