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Question

Question

Smart fields extracting values when assigning the template, not when you click extract value

asked on August 19

I have started using Smart Field on specific templates as needed with different customers. I was originally told in a  Solution Provider Open Forum meeting that these smart fields will run when you either assign and click extract values, or if you assign the template in workflow. 

 

Is it expected behavior that anytime you assign the template the extract values will run even if you don't click the button?

 

This would extract values on specific document my client never planned on run smart fields with. If smart fields run and doesn't find the fields, does it still count against the client for running? 

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Replies

replied on August 19

Is it expected behavior that anytime you assign the template the extract values will run even if you don't click the button?

 

If you set a template and save/import without setting fields smart fields will auto-extract fields for you. If you just set the template from the fields pane without saving you will not auto-extract and can click the "extract values" button to manually extract. 

 

This would extract values on specific document my client never planned on run smart fields with. If smart fields run and doesn't find the fields, does it still count against the client for running? 


Smart fields will only extract fields for templates with fields configured to auto-extract. It will not attempt to extract fields that haven't been configured by an admin. 

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