The data from the document being processed are extracted into a Doc table which is then used in the further automation steps. A Doc table can be created either using a pre-defined schema or a new schema.

Create Doc Table - New Schema

1. Navigate to Datasets from the left panel.

2. Click on the + icon and select Doc Table from the list.

3. The Create Doc table screen pops up. Enter the the following details

   1. Table Name: Enter the Doc Table Name e.g. TravelInvoice. For the below error scenarios, the following messages are displayed:

      Error Messages	Description
      Please provide Jiffy Table name	When the user tries to create a Jiffy table without providing the name.
      ‘Jiffy Table’ name already exists, please provide a unique name	When the user provides a duplicate Jiffy Table name
      Invalid Name, use characters [(a-z), (A-Z), (0-9), _, -, space ]	If a user provides the Jiffy table name that contains characters other than [(a-z), (A-Z), (0-9), _, -, space]
      Please input up to 25 characters	If the length of the Jiffy table name exceeds 25 characters

   2. Schema: Select the option New Schema from the drop-down.

4. Enter the Table Name.

5. The columns UUID, ‘Pdf’, ‘Category, ‘Status’, ‘Created By’, ‘Created Date’, ‘Updated By’, ‘Updated Date’, ‘Approved By’, ‘Approved Date’, ‘Execution State’ gets added automatically.

6. Click on the + icon beside the current last column to create new columns

   • Enter Column Name and select the Field Type. Field Type options are given below

     • Singleline: Text in a single line.
     • Multiline: Text in multiple lines.
     • Numeric: Numeric fields will support decimal values up to 3 numbers.
     • Select: To select values from drop down.
     • Checkbox: To select one or more options of a limited number of choices.
     • Image Cell: To upload various types of image files.
     • Attachment: To attach multiple files at once.
     • URL: To attach the URLs.
     • Date: To select the date, a calendar pop-up is displayed and the system stores the date value in the default format.
     • Table: : This datatype is used for Inline tables if any tables in the document. You can add the required columns in the inline-table. It acts as a separate table and has all the features of the main table.
       

       Any Doc table can have only one level of inline-table.

       • Click on the Edit icon to add columns in the Inline table that you want to extract from table in document
       • Click on the + icon to add the required columns of the Inline table. Select the appropriate datatype for the columns added
       • Click on the Save button, the Inline table gets created and you will be navigated to the parent table.

   • Click on the Plus (+) icon to add more columns.

   • Click on the X icon displayed against each column to delete the respective column from the Doc table.

   • Set New/Extracted Toggle button: For all the columns added

     • Toggle the button to New if you do not want to extract the value from the document and want to populate it later in the automation flow as per the need. The column will not displayed in the familiarization window and will not be populated by the Doc processor node execution and can be populated later in the automation flow.
     • Toggle the button to Extracted if you want to extract the field from the document. The field value will be extracted and populated in the doc table. It will also be displayed in the familiarization window.

7. Click on the Create button, the table gets created and listed under the Datasets of the selected App.

Create Doc Table - Pre-defined Schema

1. Follow steps 1, 2 (a) from the Create Doc Table - New schema section.

2. Select any one of the pre-defined schemas in the Schema drop-down.

3. The default columns for the pre-defined schema are listed.

4. Click on the + icon beside the current last column and select the required pre-defined columns from the dropdown.

   • The columns of the pre-defined schema are displayed as Extracted Fields by default.

     Please note that the predefined columns are of type singleline and are toggled to extracted by default. The column names and types are non-editable.

5. User can also select the New Field option to add a column with required column name, datatype and toggled to New/Extracted as per the automation need.

6. Click on the Create button, the table gets created and listed under the Datasets of the selected App.