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For more details about creating cases, see Creating a case with a workflow. For a single-document processing case that includes verification, the Workflow tab should look as follows: The Data Model tab should have the following fields (in addition to the required Attachments, BatchId, and VerificationUrl fields):
NameIdTypeOptions
CityCityText
CountryCountryText
CurrencyCurrencyText
InvoiceDateInvoiceDateText
InvoiceNumberInvoiceNumberText
Line ItemsLineItemsField group (list)Data type: Line Item
TotalTotalText

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Configuring a stage that will submit a document for processing

For more detailed instructions, see the Configuring workflow stages and Utility step sections.
  1. Open the Send for processing stage in configuration mode, replace the Edit details step with a Utility step, and specify the following name for the step: Send for processing.
  2. Open the Utility step and call the SendForProcessing activity. For more details about creating this activity, see SendForProcessing.
You can begin creating an activity by clicking the configuration button to the right of the Rule field. Alternatively, you can leave the pyUtilityStub value specified in the Rule field and come back to this step after you have created an activity set.
  1. In the CaseId field, specify the following: .pzInsKey.

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Configuring a stage that will fetch the processing results

For more detailed instructions, see the Configuring workflow stages and Utility step sections.
  1. Open the Fetching captured data stage in configuration mode and delete the Edit details step.
  2. Add a Decision step and name it Batch stage is processed.
  3. Open this step and select Boolean Expression in the Type field. Specify or configure a @SingleDocumentBatchIsProcessed(.BatchId) condition in the Expression field. For more details about creating this function, see SingleDocumentBatchIsProcessed.
  1. For the true branch in the Utility step, add a step named Fetching captured data. To do this, open the Utility step and call the FetchingCapturedData activity. Then, in the CaseId field, specify the following value: .pzInsKey.
  1. For the false branch of the Utility step, add a step named Create Error. To do this, open the Utility step and call the CreateError activity*.* Then, in the CaseId parameter field, specify the following value: .pzInsKey. In the errorMessage field, enter the following text: “Please complete the verification task before proceeding.”