› Manage Invoice Processing › Custom fields › Additional custom fields › Create custom extraction logic

Create custom extraction logic

If the predefined custom fields are already in use or you require extraction logic that is beyond the capabilities of extraction profiles, it is possible to create custom extraction logic. Any custom extraction logic can be added to the Invoice Processing validation form but not the AP Workflow master form

In order to create a custom extraction logic you need to create one or more locator methods and one or more custom fields in the Transformation Designer. After that, integrate the new fields with

You can create fields and locators in the Transformation Designer by following these steps:

  1. Launch the Transformation Designer and open the InvoiceProcessingAgility project that is appropriate for your solution.
  2. In the Project Tree, expand the Invoices class.
  3. Right-click on the Locators Locators group group and select Add Locator .
    1. Edit the name of the new locator that is added to the bottom of the list of locators.

      Use a unique name with a unique prefix in order to help avoid conflicts with later versions.

      For example, CST_LOC_<UniqueName> or XXX_<UniqueName>.

    2. In the Details pane, select the Locator Method from the list for your new extraction logic and then open its properties Locator Properties icon.
    3. Edit and test the locator properties as required.

      For more information on configuring and testing locator methods see the Kofax TotalAgility Transformation Designer help.

  4. In the Project Tree, expand the Fields collection.
  5. Right-click on the Custom field group and select Add Field Create Field icon.
    1. Edit the name of the new field that is added to the bottom of the list of custom fields.

      Use a unique name with a unique prefix in order to help avoid conflicts with later versions.

      For example, CST_FLD_<UniqueName>.

    2. From the Field populated by list, select the custom locator method that you created in the previous step.
    3. Configure the rest of the field settings as required.

      See the Kofax TotalAgility Transformation Designer help for more information about fields and field settings.

  6. Optionally, repeat the previous steps to add additional locator methods or fields.
  7. Thoroughly test your custom fields and locator methods using relevant test documents.
  8. When you are happy with the locator and field results, Release Release Project icon the project.

    Your project now contains your custom extraction logic. You cannot use these custom fields in production until you make the necessary change in Kofax AP Agility.