Integrate with a custom application or workflow

Configure an integration to trigger document task processing or value extraction. Integrations can be used to quickly set up flows with other applications.

Important :

Starting with the Zurich release, Document Intelligence is being prepared for future deprecation. It will be hidden and no longer activated on new instances but will continue to be supported. For details, see the Deprecation Process article [KB0867184] in the Now Support Knowledge Base. Instead, you can extract information from documents using the Now Assist in Document Intelligence application. For more information, see Now Assist in Document Intelligence.

Avant de commencer

• You must first add a target table to your use case before creating an integration.
• The target table must be readable and writable. Ensure the Can read and Can update check boxes are selected in the Application Access tab of the target table record. For more information, see Create a table.
• Role required: sn_docintel.admin or sn_docintel.manager

Pourquoi et quand exécuter cette tâche

Define integration points for your Document Intelligence solution. Two integration points are provided for data extraction use cases: one to automatically create and process Document Intelligence document tasks, and one to automatically propagate the field values to another application when extraction has been completed in Document Intelligence. For document classification use cases, there’s also an integration point to map to a data extraction use case.

Procédure

1. Do one of the following:
   1. To integrate a data extraction use case, navigate to All > Document Intelligence > Document Data Extraction Administration > Use Cases.
   2. To integrate a document classification use case, navigate to All > Document Intelligence > Document Classification > Use Cases.
2. Select the use case for which you want to set up integration points.
3. Do one of the following:
   1. For a data extraction use case, go to the Integrations tab and select Set up your first integration.

      If you have already defined one or more integrations and you want to add another, select New integration.

      

   2. For a document classification use case, go to the Integration Setups tab and select New.
4. On the form, fill in the fields.

   Field for data extraction	Field for document classification	Description
   Name your Integration	Name	Name for the integration.
   Use case	Use case	Use case to use for the integration task.
   Where do you want to take the documents from and store the extracted data?	Target table	Table to receive data from or send data to. Remarque : The target table is taken from the use case.
   What type of integrations you want to set?	Type	For data extraction and document classification use cases, the options include Process Task or Extract Values. Document classification use cases also have a Map To Document Data Extraction Use Case option. The Process Task type creates an integration point to automatically create and process DocIntel document tasks based on specific triggers happening in the target table. The Extract Values type creates an integration point to automatically propagate the extracted values to the target table when extraction has been completed in DocIntel (that is, when the document task status changes to Done). The Map To Document Data Extraction Use Case type creates an integration point that allows a processed document classification value to automatically create a new data extraction task.
   Conditions		Filters used to select certain fields to use as specific triggers for the integration. Process Task only.
   Create Flow		Select this option to create a flow for this integration in Workflow Studio. This option should be selected, unless you’re planning to write your own custom script to set up the integration.

5. Do one of the following:
   1. For data extraction, select Save.
   2. For document classification, select Submit.

Integration

The following images show two example integrations. The first image is a Process Task integration that triggers when a record needs review. The second image is an Extract Values integration that can automatically send extracted fields to the invoice table.

Figure 1. New Process Task integration

Figure 2. New Extract Values Integration

Que faire ensuite

If you selected to create a flow, finish the activation in Workflow Studio.

For more information, see Building flows.