Configure the newly created DocIntel Extract Values Flow

Configure the copied Document Intelligence Extract Values flow for Invoice Processing to add missing field information, using the default flow as a reference.

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>>.
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.
5. Select Save.
6. Select Activate.