Page Comparison

...

1. Select the first Set Process Field node by double clicking it.

2. Copy and paste your license key in Value field where the Process Field defined is AI License Key.

3. Ensure your AI Release Channel is “stable” (Case Sensitive).

4. Select Save.

5. Select Workflow > Save to commit your changes.

...

Workflow Options

TransformAI has two options that will affect how the workflow behaves.

• Require Validation Always - All documents will go into validation for review, if this is disabled, documents will attempt to automatically release to GlobalSearch if they have been learned previously.

• Check Empty Fields - If Vendor Name, Invoice Number, Document Date or Amount is found as empty, the document will be routed to validation.

Configuring the Workflow Options

1. Select the first Set Process Field node by double clicking it.

2. Adjust the options:

   1. Option: Require Validation Always: Change this to “False” or “True” if you would like to turn it on.

   2. Option: Check Empty Fields: Change this to “False” or “True” if you would like to turn it on.

Configuring Security

Your newly imported workflow has security preconfigured. The “Accounts Payable” group has the ability to review and action documents.

...

Search and Grid Settings:

Advanced Grouping

Advanced Grouping should search for all conditions, or where Process either process status is true:

Security Settings:

• Validation Security: Enabled

• Subprocesses: Hidden

• Secured Users:

  • SSAdmin: View, Process Fields, Document, Actions

  • Accounts Payable: View, Process Fields, Document, Actions

...