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Add Copilot Auto Extract field window

After clicking Add Copilot Auto Extract field, this window is displayed so you can configure the extraction settings for the selected field.

The following settings are displayed:

Name

Enter a distinctive and useful name. This is the name that is displayed to users if any user actions are configured.

Description

Add a description for the content you are extracting.

For example, for a field called "Name", add a description such as "The name of the person submitting the form."

Advanced settings

Each field has several advanced settings, depending on the selected Type.

The following are the possible settings:

Type

Select the type of field that you are creating. (Default: Text)

There are three values for this setting:

  • Text

  • Date

  • Number

The selected field type determines the rest of the field settings.

Formatter

It is possible to further refine a field by applying a formatter. (Default: No formatter)

The following formatters are available:

  • No formatter: If selected, it does not take any text, characters, or digits from the document for formatting.

  • Default Amount Formatter: Contains the default currency and typical decimal symbol formatting.

  • Default Date Formatter: Contains basic date formatting, such as the date order and date output format.

Edit the Default Amount Formatter and the Default Date Formatter in the system and adjust them to use the most common input formats used in your country.

When the field Type is set to Date, the Default Date Formatter is selected automatically.

Is mandatory

Select this setting if a value for this field is required during production. (Default: Clear)

Minimum character length

This setting is available for Text field types only. (Default: Clear)

Select to enter a minimum character length. If an extracted result is shorter than the minimum length, the field is marked as invalid.

Maximum character length

This setting is available for Text field types only. (Default: Clear)

Select to enter a maximum character length. If the extracted result is longer than the maximum length, the field is marked as invalid.

Define allowed characters

This setting is available for Text field types only. (Default: Clear)

Select to enter a list of allowed characters. This list is literal, so no separator character is necessary.

Define restricted characters

This setting is available for Text field types only. (Default: Clear)

Select to enter a list of restricted characters. This list is literal, so no separator character is necessary. (Default: Clear)

Reference date

This setting is available for Date field types only. (Default: Today)

Select a reference date. All dates are compared to this date to ensure that it fits within a specific period.

Period before reference date

This setting is available for Date field types only. (Default: Clear)

Select this setting to provide the number of days that a date is valid before the reference date. This setting restricts a date found on a document to be past N days before the reference data. If a date falls outside the N-day value, it is invalid.

Period after reference date

This setting is available for Date field types only. (Default: Clear)

Select this setting to provide the number of days that a date is valid after the reference date. This setting restricts a date on a document to be within N days after the reference date. If a date falls outside this range, it is invalid. It implies that all dates are restricted to be less than or equal to the date the document is processed.

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