Excited to get Smart Fields going in my environment but immediately have concerns about running it. These cannot be triggered by Workflow. And "Enable automatic extraction" is a repository-wide setting.
I thought individual templates would at least have the ability to enable/disable Smart Fields functionality, but so far as I can tell there are no options for that.
Am I missing something? I fear they are going to run a lot when I don't want them to, and in this case my concern is not about processing overhead but because I have to pay per extraction.
One early example I have concerns with is some quarterly tax statements that I will be dealing with.
- The Federal form has data that will be extracted via Smart Fields, including things like the company (subsidiary) information, a couple of key fields like employee count, and the year and quarter for the form.
- There are supporting documents that will not have data automatically extracted. I have a separate template for them, however, there are some shared fields including:
- Company name
- Year
- Quarter
It appears that if I want to automatically extract data from the Federal forms, the supporting documents will also be sent through the Smart Fields logic even though I don't want them to, they have a different template, and there is no reason for it.
Is this really the case? Is there any way to control when it runs other than manually clicking the Extract Values option? (Side note: if doing manually I can't even do it in bulk. Multi-selecting documents in the folder browser hides the Extract Values option.)