Document Understanding 活动

使用应用程序操作验证文档

1. 构建显示验证控件的操作应用程序。
2. 使用先前配置的应用程序来设计处理文档的 Studio 自动化，并将其发送以在 Action Center 中进行验证。
3. 在 Action Center 中完成操作。

步骤​

1. 构建 Actions 应用程序​

先决条件​

• 拥有足够的 Robot Units，因为应用程序使用 Serverless Robot 运行。
• A Serverless robot template is created in Orchestrator and provisioned. For more information on serverless robots and adding them to a tenant, visit Executing unattended automations with Serverless robots.

1. 创建 Actions 应用程序​

1. 转到 Studio Web。
2. Select Create New > App to create a new project.
3. Within the Project Explorer of your app, select Add pages, workflows, controls, integrations > Action. This step adds an Action to your app, and lets you configure an action schema for it.
4. Expand Action, and select ActionSchema. Configure the action schema with the In and Out arguments that you want for App actions in Action Center.
   1. For Outcomes, add other custom outcomes that you want the action to have. For example, you can add the a custom outcome, named "Approve".
   2. For Input Properties, add properties for data that you want to pass into the action. These properties will appear in the Create App Task activity, when this app is selected from the Apps dropdown list. Input properties allow you to pass data from your Studio automation to your action.
   3. For Output Properties, add properties for arguments that you want to retrieve from the action. These properties will be accessible from the Wait for App Task and Resume activity, through the Task Object (Output) variable.
   4. For Input/Output properties, add properties that function as In/Out arguments in your Studio automation. These Input/Output properties first appear as properties in the Create App Task activity, that you pass to the action. And then, after the action is completed, you can access the same properties, that were updated, from the Wait for App Task and Resume activity, through the Task Object (Output) property.

2. 添加并自定义验证控件​

1. 打开要包含验证站点的所需操作应用程序。

2. Select Open toolbox.

3. Under Display, find the Validation Control, and add it into your app.

   Adding the Validation Control to your app automatically creates a Var<ValidationControl_PageName> variable under the App variables section from your app's Project Explorer.

   备注：

   You can use the Validation Control and the corresponding App Variable to read information from the Validation Control. Use the Var<ValidationControl_PageName> App Variable to write information to it.

4. 准备操作架构：

   1. In the Project Explorer, under Action, select ActionSchema.

   2. In the Input Properties, select Add property.

   3. In the property search bar, select More Options.

   4. Under Advanced, select ContentValidationData.

      This is the input property that will display in the Create App Task activity. The ContentValidationData input property requires a ContentValidationData object as input, which can be a single object or an array/list of ContentValidationData instances. ContentValidationData contains the artifacts of the Validation Station. ContentValidationData is created using the Create Document Validation Artifacts activity.

5. 配置验证控件：

   1. 转到“验证控件”属性。
   2. In the Source input, select the Action input that you have defined as a ContentValidationData type.

6. 使用您需要的其他控件配置应用程序的其余部分。

3. 访问验证控件数据及其属性​

4. 编辑验证控件数据​

1. Select any Control in your app, and go to Events.
2. Select Define automation. This action opens Studio Web's designer panel, where you can build a trigger automation for a certain app control.
3. In the context of the document's Extraction Results, to add or change a field value for regular fields, add a Set Variable Value activity in the automation.

   1. For the To Variable field, use AppVariable.VarValidationControl_PageName.Field("<field name>").Value.

      该表达式表示您要更改的字段，可通过VarValidationControl_PageName变量访问。

   2. In the To field enter the desired value for the referenced field.

      除常规字段外， AppVariable.VarValidationControl_PageName变量还可使用AppVariable.VarValidationControl_PageName.Field("<field name>", <index>)操作多值字段，并使用AppVariable.VarValidationControl_PageName.Field("<table field name").Field("<column name>", <row index>)与表格单元格交互。

      To delete values, select the target value similarly and use the .DeleteValue flag set to True. The properties of values that you can update in the validation control include:

   • 文本值 ( .Value )
   • 已确认的状态 ( .Confirmed )
   • 值的置信度 ( .Confidence )
   • 删除标志 ( .DeleteValue )
   • 标记以删除值引用 ( .KeepReference )

5. 为验证控件创建事件​

6. 使用专用的验证控件活动​

1. Set Validation Control Field Focus: Allows you to focus on a field, based on a configured event.
2. Save Validation Control State: Saves the state of the Validation Control. You can use this when you want to revisit and complete the validation later.

常用验证控件表达式​

6. 发布并部署应用程序​

2. 创建 Studio 自动化​

先决条件​

• 安装以下活动包版本：
  • IntelligentOCR.Activities 版本 6.24.0
  • Persistence.Activities 版本 1.5.5 或更高版本。
  • AppEvents.Activities 版本 3.12.0 或更高版本。
• Create a storage bucket in Orchestrator, in the same folder where you want to publish the document processing automation. Data required to load the Validation Control within apps is stored within an Orchestrator storage bucket.
• 在 Studio 项目文件夹中添加要处理的文档。
• （可选）如果要使用生成式提取或验证功能，则需要特定的服务单元
  • If you enrolled in the Flex plan, you need AI unitsFor more information on Document Understanding generative features, visit Generative features.

1. 使用 Document Understanding 处理文件​

• DocumentTaxonomy (Taxonomy): Retrieved via the Load Taxonomy activity.
• Dom (Document Object Model) and text (Document Text): Acquired through the Digitize Document activity.
• doc （文档路径）：表示已处理文件的路径。
• autoExtractionResults (ExtractionResults): This is the output from the Data Extraction Scope activity, regardless of the extraction methods used.

2. 将验证信息发送到应用程序​

1. Add a Create Document Validation Artifacts activity to create the Content Validation Data object which stores the information necessary for loading the Validation Control within the Action app. In this example, configure the activity using the previously created or outputted variables:
   • Bucket Folder Path: The name of the Orchestrator folder where the storage bucket was created.
   • Bucket Name: storageBucketName
   • Bucket Directory Path: The directory path within the previously inputted storage bucket, where you want to store action data.
   • DocumentPath: doc
   • Document Text: text
   • Document Object Model: dom
   • Taxonomy: taxonomy
   • Automatic Extraction Results: autoExtractionResults
2. Add a Create App Task activity, so you can bind the Content Validation Data object to the previously designed app and then send it out to Action Center for validation. In this example, configure the activity as follows:
   • Title: CVD
   • Priority: Medium
   • Apps: Demo.Validation.Control.in.Apps
   • App Version: v2.0.0 After you select the App, and the corresponding version that you want to use for creating the action, the input properties of that app will be shown in the body of the activity.

     • In this example, one of the input properties is Action_Content_Validation_Data, which requires the document validation artifacts previously created: contentValidationData.

       Figure 2. The Create App Task activity

       

3. Add a Wait for App Task and Resume activity to return the information about the action, and resume the workflow. In the Created App Task field, enter the output variable of the Create App Task activity.
4. Add a Retrieve Document Validation Artifacts activity, to return the document validation artifacts after the user performed validation in Action Center. Pass the output variable of the Create Document Validation Artifacts activity as the input of the Retrieve Document Validation Artifacts activity.
   提示：

   You can also create dedicated output variables for additional information stored in the validation artifacts, such as AutomaticExtractionResults, and ValidatedExtractionResults.

3. 在 Action Center 中执行验证​

1. Open Action Center, and go to My Actions or Manage Actions.
2. In the Unassigned tab, find the action you just created using the previous Studio automation.
3. If you want to assign the action to yourself, select the desired action, and then select Assign to self.
4. If you want to assign the action to another user, select More options for the desired action. Then select Assign to user, and select a user from the dropdown list.
5. Go to the Pending tab, and complete the action, so the Studio workflow can be resumed.