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Disabling Inherited Fields and Adding Custom Fields

You can disable inherited fields that are not required for document processing, or add custom fields to extract additional data.
Note: If you disable a field, all its associated rules will also be disabled. If you re-enable a previously disabled field, you’ll need to re-enable any rules that you want to use.

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Disabling an Inherited Field

To disable an inherited field, do the following:
  1. Click the settings button next to the name of the skill to open its settings.
  2. On the Fields tab, turn off the corresponding toggle in the row with the field properties.
  3. Click Save.
You can always re-enable a previously disabled field.
Note: If you disable an inherited field, it will be removed from all the activities in the derived skill.

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Adding a Custom Field

To add a custom field, do one of the following:
  • Click the Fields tab, click Reference, and then click Add Field on the toolbar.
  • Click the settings button next to the name of the skill to open the skill settings dialog box, click the Fields tab, and then click the add field button on the toolbar.
To delete a previously added custom field, click the delete button on the Fields tab of the skill settings dialog box.
Note: The custom field will be deleted together with all the rules that use this field. Before you click Save, you can restore the deleted custom field by clicking Restore.

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Setting up Field Properties

Most of the settings of inherited fields can be edited in the field settings dialog box. To open the field settings dialog box, click the settings button next to the name of an inherited field in the data form.

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Disabling Inherited Rules and Adding Custom Rules

A derived skill will inherit all the validation rules of its base skill. Inherited rules cannot be edited directly. However, you can copy them and modify their copies. You can disable inherited rules that are not required for document processing, or add new rules to validate extracted data.

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Disabling an Inherited Rule

To disable an inherited rule, do the following:
  1. Click the settings button next to the name of the skill to open its settings.
  2. On the Rules tab, turn off the toggle next to the rule name.
  3. Click Save.
You can always re-enable a previously disabled rule.

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Adding a Custom Rule

You can create a new rule in a derived skill. For information on how to create a rule, refer to Validation rules. Any rules you create in a derived skill will not be included in its base skill. To delete a previously created rule, click the delete button on the Rules tab of the skill settings dialog box.
Note: Before you click Save, you can restore the deleted rule by clicking Restore.

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Configuring Text Recognition

A derived skill will inherit all the recognition settings of its base skill. You can disable any languages that won’t be used in your documents—this will speed up the processing and, in some cases, prevent recognition errors. However, you cannot add new languages to a derived skill, as its base skill was designed to process documents only in specific languages. You can also disable the handwritten recognition option if your documents do not contain any handwritten text.
Note: You cannot enable the handwritten recognition option in a derived skill if it’s disabled in its base skill.

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Restoring Data Form Layout

Just like in Vantage, if you modify the layout of the data form of a derived skill, you can always restore it to the layout of the base skill. To do this, click Restore Layout from Base Skill. The layout will be restored, and any custom fields you added to the derived skill will be listed at the bottom of the data form. If custom fields were added to a group, these will be listed at the bottom of the group.