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:
- Launch the Transformation Designer and open the InvoiceProcessingAgility project that is appropriate for your solution.
- In the Project Tree, expand the Invoices class.
-
Right-click on the
Locators
group and select Add Locator
.
-
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>.
-
In the
Details pane, select the
Locator Method from the list for your new extraction logic and then open its properties
.
-
Edit and test the locator properties as required.
For more information on configuring and testing locator methods see the Kofax TotalAgility Transformation Designer help.
-
Edit the name of the new locator that is added to the bottom of the list of locators.
- In the Project Tree, expand the Fields collection.
-
Right-click on the
Custom field group and select
Add Field
.
-
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>.
- From the Field populated by list, select the custom locator method that you created in the previous step.
-
Configure the rest of the field settings as required.
See the Kofax TotalAgility Transformation Designer help for more information about fields and field settings.
-
Edit the name of the new field that is added to the bottom of the list of custom fields.
- Optionally, repeat the previous steps to add additional locator methods or fields.
- Thoroughly test your custom fields and locator methods using relevant test documents.
-
When you are happy with the locator and field results,
Release
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.