Question

Quick Fields - apply Token accumulator only on certain pages

Quick Fields

Updated October 20, 2016

asked on October 17, 2016

How can I get the Quick Fields' Token Accumulator to run for only some of the pages?

Situation:

Using QF to name/template invoicing/payment records
Each document has:
- Voucher Report (most often one page, but sometimes two and occasionally 3 pages long);
- Support documentation (the invoices/statements/support breakdowns for how much to pay)
I only want QF to grab the information off the Voucher Report pages.
It is working perfectly, but is also trying to grab information off the support document pages.

Part of the Voucher Report:

and what is captured:

thanks!

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Replies

replied on October 19, 2016

If you are able to define any sort of criteria to determine whether the current page is from a Voucher Report or not, then you can you use a Conditional process to extract the invoice number only from pages that are from a Voucher Report.

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replied on October 19, 2016

Conditional Process requires Document Classification. Is that correct?

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replied on October 19, 2016

Yes, that's correct.

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replied on October 20, 2016

Thanks, Tessa. Unfortunately, we didn't purchase the Document Classification option for Quick Fields.

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replied on October 17, 2016

Connie, can you export and email me a copy of your QF session for this with a sample page? I'll have a quick look at what you built and give you a better answers.

My initial thought is that you need to use pattern matching to only return valid invoice numbers. My question is: Are the invoice numbers always predictable like in your sample here? You could use a pattern match regular expression like \d+8 to grab only 9 digit numbers in your token accumulator. I think you'll have more success filtering what information is grabbed that way than trying to decide which pages to look on.

Cheers!

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replied on October 19, 2016

I'll get that export to you today.

Unfortunately, the invoice numbers change per vendor and there is no pattern. the only thing I have come up with to help would be to change the QF Session each time I run it so that the zone OCR settings are all for one page, or two pages, or three pages, depending on which one I'm going to run it on, but... still would love to see other options before settling on that.

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replied on October 19, 2016 • Show version history

Also, why does the Accumulator repeat the entries for the GL Codes? It repeats the GL codes from the second page sixteen times, but doesn't repeat the GL codes it grabbed from the first page. Ahh... a clue: there's 17 pages in this scanned document. But I've told the zone OCR to process only pages 1 and 2. So, once I told the pattern matching and all token accumulators to process only pages 1 and 2, it stopped repeating. It would be nice if I could go to just one spot to make that change each time I run this QF session.

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Quick Fields - apply Token accumulator only on certain pages

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