Configure the newly created DocIntel Extract Values Flow

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Configure the newly created DocIntel Extract Values Flow - copied use case - Invoice Processing v3 flow to add the missing information by referring to the default DocIntel Extract Values Flow - Invoice Processing v3 flow.

    Before you begin

    Role required: admin

    About this task

    In the DocIntel Extract Values Flow - copied use case - Invoice Processing v3 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 v3 flow.
    3. In the DocIntel Extract Values Flow - copied use case - Invoice Processing v3 flow, under Actions, configure two new actions similar to Look up Invoice Stage Record (action 3) and Update Invoice Stage Record (action 4) from flow mentioned in step 2.
    4. In the DocIntel Extract Values Flow - copied use case - Invoice Processing v3 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>>.
    5. Select Save.
    6. Select Activate.