Configure the newly created DocIntel Extract Values Flow

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Configure the newly created DocIntel Extract Values Flow - copied use case - Invoice Processing v7 flow to add the missing information by referring to the default DocIntel Extract Values Flow - Invoice Processing v7 flow.

    Before you begin

    Role required: admin

    About this task

    In the DocIntel Extract Values Flow - copied use case - Invoice Processing v7 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 v7 flow.
    3. In the DocIntel Extract Values Flow - copied use case - Invoice Processing v7 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>>.Copied GenAI use case
    4. In the DocIntel Extract Values Flow - copied use case - Invoice Processing v7 flow: under Actions, configure new actions similar to Look up Invoice Stage Record (action 3), Look up Invoice Case Record (action 4), Condition label : Check if invoice on invoice case is not empty (action 5, 6, 7) and Update stage record (action 8) from flow mentioned in step 2.Trigger condition
    5. Select Save.
    6. Select Activate.

    Result

    The newly created DocIntel Extract Values Flow - copied use case - Invoice Processing v7 is configured successfully.