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Table of Contents

Overview

In this exercise you will learn:

  • How to modify and add an automation as a dependency.

The pre-built automation extracts the data from the Invoice document using AI.

Modify the Automation

  1. Once the dependency is completed, choose Extract Invoice Data, select three dots, and then Open Editor.

    05

  2. In Automation Details, go to Input/Output to modify the parameters.

  • Rename FilePath to fileName.

  • Select Add new input parameter and name it folderName.

    05

    After the changes the parameters should look like this:

    05

  1. Go to Tools, select Automations and drag and drop the Download document automation into the canvas, just before Extract Data activity.

    05

  2. Select Download document automation.

  3. You will now map the Input Parameters. Select Edit Expression next to uploadedFileName field.

    05

  4. Map with variable fileName and select Save Expression.

    05

  5. Select Edit Expression next to folderFileName field.

    05

  6. Map with variable folderName and select Save Expression.

    05

  7. The outputPath needs to be hard-coded:

    • Open the expression editor.

    05

    • In the Edit Expression window paste following value:

       "C:\\Users\\Public\\" + Step0.fileName 

      05

      To check if the Expression is correct, click on Test button. If it is highlighted in green, it means the expression is correct.

  8. Choose Save Expression.

  9. Select Extract Data. In Input Parameters, next to documentPath open the Expression Editor.

    05

  10. Once the Edit Expression window opens, replace the value with:

     "C:\\Users\\Public\\" + Step0.fileName 

    To check if the Expression is correct, click on Test button. If it is highlighted in green, it means the expression is correct.

  11. Choose Save Expression.

  12. Save your work.

Map Automation parameters to Process parameters

  1. Go to the process tab Get Invoice Details. Select Extract Invoice Data and map the following inputs:
  • Map fileName with fileName.

  • Map folderName with folderName.

    05

  1. Save your work.

Summary

You have now modified the project.

Continue to - Exercise 6 - Release and Deploy Process