Edit a use case in Now Assist in Document Intelligence

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분
  • Edit a use case to change the name, fields, tables, questions, and integrations.

    시작하기 전에

    Role required: Admin, DocIntel Admin, DocIntel Manager

    이 태스크 정보

    Follow these steps to edit a use case along with its fields, tables, questions, integrations, and flows.

    Use cases marked as read-only can’t be edited. However, you can make a copy of a read-only use case that is editable. For more information, see Make a copy of a use case in Now Assist in Document Intelligence.

    프로시저

    1. Navigate to All > Now Assist Admin > Skills.
    2. In the workflow list, select Platform.
    3. In the Platform skills list, find the applicable document intelligence skill and select Edit in the options menu ( Field options menu icon).
    4. In the row of the use case you want to edit, select Edit in the options menu ( Field options menu icon).
    5. Make changes as needed.

      For more information on use case setup, see Set up a use case for Now Assist in Document Intelligence