Edit a use case in Now Assist in Document Intelligence

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間:1分
  • Edit a use case to change the name, fields, tables, questions, and integrations.

    始める前に

    Role required: Admin, DocIntel Admin, DocIntel Manager

    このタスクについて

    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.

    手順

    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