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A derived skill inherits all of the fields, rules, and recognition settings from its base skill, which you can customize.

Configuring Fields

A derived skill inherits all the fields from its base skill. You can disable or delete inherited fields that you do not need or add new fields to extract additional data.

Add a Field

In a derived skill, you can add a new field in the same way as in a custom skill. For information about how to add a field, see Adding Fields. Any fields you create in a derived skill will not be included in its base skill.

Disable a Field

To disable an inherited field:
  1. In the Skill Designer, click the skill settings icon to the right of the skill name.
  2. In the dialog box that opens, click the Fields tab and turn off the corresponding toggle in the row with the field properties. If necessary, you can re-enable a previously disabled field at any time.
When you disable a field, all its associated rules are also disabled. If you re-enable a field and want to continue using its associated rules, you must manually enable them. For information on how to manage rules, see Configuring Validation Rules.

Remove a Field

To remove a field you created:
  1. In the data form, click the delete icon to the right of the field name.
  2. Click Remove.
Until you save the settings, you can restore the field by clicking Restore Settings From Base Skill in the bottom left corner of the Field Settings dialog box. If you have already saved changes and published the skill, you can revert to the previous version of the skill by opening it for editing and publishing it again.

Set up Field Properties

In the Field Settings dialog box, you can adjust the settings of fields inherited from the base skill. To open the Field Settings dialog box, in the Skill Designer, click the field settings icon to the right of a field. The following settings always match the settings of the base skill and cannot be changed:
  • In the General group, the Allow Multiple Items property
  • In the Text Appearance group: All properties
  • In the Value group, for a field with the Text data type, the Regular expression property
  • The Barcode type property of a barcode field
You can reset the new settings to the settings for the base skill at any time by clicking Restore Settings From Base Skill in the bottom left corner of the Field Settings dialog box.

Edit Layout

You can edit the appearance of the data form:
  • Change the layout of the data form. For more information, see Editing data form layout.
  • Restore the layout. To do this, click Restore Layout from Base Skill in the Actions pane. 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.

Configuring Validation Rules

A derived skill inherits all the validation rules of its base skill. Inherited rules cannot be edited. However, you can copy inherited rules and modify the copies. The modified copies will be used instead of the original rules with the same names. You can turn off inherited rules that are not required for document processing or add new rules to validate extracted data.

Turn off a Validation Rule

To turn off a validation rule:
  1. In the Skill Designer, click the Skill Settings icon to the right of the skill name.
  2. In the Skill Settings dialog box, go to the Rules tab and turn off the rule you want. You can turn it back on at any time.

Create a New Rule

You can create a new rule in the same way as in a custom skill. For information on how to create a rule, see Rule Verification. Any rules you created in a derived skill will not be included in its base skill.

Remove a New Rule

To remove a new rule:
  1. On the Rules tab of the Skill Settings dialog box, select the rule you want to remove.
  2. Click the delete icon, and then click Save.
Until you save the settings, you can restore the rule by clicking Restore.

Configuring Recognition Settings

A derived skill inherits the recognition settings from its base skill. To improve recognition speed, disable unnecessary recognition languages in a derived skill. You can also disable the Handwritten option if your documents do not contain any handwritten text.
You cannot select any other languages or enable the Handwritten option if they are disabled in the base skill.