Import a document extraction use case

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • Import a document extraction use case for use in your ServiceNow instance.

    Before you begin

    • Update sets for a document extraction use case are downloaded according to the steps provided in Export a document extraction use case.
    • Ensure both instances have the same family release and the same version of Document Intelligence installed when exporting and importing use cases.
    • Role required: sn_docintel.manager

    About this task

    Follow these steps to import a document extraction use case along with its fields, field groups, integrations, flows, and all related machine learning (ML) models.

    For more information, see System update sets.

    Procedure

    1. Navigate to All > System Update Sets > Retrieved Update Sets.
    2. Under Related Links, select Import Update Set from XML.
    3. Select the exported XML file and upload it.
    4. Open the update set record.
    5. Select Preview Update Set.

      There may be a few errors for sys_di_extracted_values, stating Could not find a record in sys_di_image for column image referenced in this update.

      This error is because those extracted values are empty and don't have a di_image.

    6. Select Accept remote update.
    7. If there are no other errors, select Commit Update Set.
    8. Repeat steps 3 through 7 for each update set.

    Result

    The use case is imported into the instance and appears in the use cases list.