Edit a use case in Now Assist in Document Intelligence

Edit a use case to change the name, fields, tables, questions, and integrations.

Avant de commencer

Role required: Admin, DocIntel Admin, DocIntel Manager

Pourquoi et quand exécuter cette tâche

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.

Procédure

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 ( ).
4. In the row of the use case you want to edit, select Edit in the options menu ( ).
5. Make changes as needed.

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

Tâches associées

• Activate a Now Assist in Document Intelligence skill
• Set up a use case for Now Assist in Document Intelligence
• Turn on Full automation mode for a use case
• Change the language models for a use case
• Make a copy of a use case in Now Assist in Document Intelligence
• Deactivate a use case in Now Assist in Document Intelligence
• Delete a use case in Now Assist in Document Intelligence