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Question

Feature Request - AI in forms, ignore this field option

asked on September 23

AI in forms is great but is it possible to add an option to a field instructing AI to ignore it?

 

For example, you may have a field that requires user input based on the document they uploaded, but is populated by AI every time. Or if you pass a value from a workflow then AI over-writes it because it's not classed as a user entry unless you make that field read only.

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Replies

replied on September 23

I've gotten around some of that by playing with the show/hide rules and disable/enable based on when the uploaded document is added.  However, there be an ignore option so AI doesn't write to it.  We also should be able to provide a prompt on what to pull back.  I've tested a few times on the same document and sometimes I get different results in the same field.  I dont like the "prompt" essentially has to be the name of the field because end users don't need to see that kind of detail on those fields.

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replied on September 23

Hi Rob and Angela,

Thanks for passing along this feedback! We're definitely intending to continue expanding on these capabilities, so hearing what is and isn't working for you based on your initial experiences is great information. One of the initial ideas as the first way to expand on AI-assisted forms field was to allow for an additional instructional prompt input on the attachment field itself - this would be to allow some basic instruction information (like translate this when reading or don't populate in specific field(s)), without requiring updating each individual field itself. Looking to keep a balance between designer-control and not just adding additional configuration everywhere. No ETA at the moment, keep the feedback coming!

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replied on September 24

Will you are taking notes Pava, I ran into an issue today while testing a process we are hoping this will work for.  I uploaded a one page document.  The extraction ran for 5 minutes (I timed it), used up 7 units and then showed extraction failed.

 

What would cause this to fail and why did it make so many unit attempts for so long?  

 

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replied on September 25 • Show version history

Hi Angela, 

Sounds like you might have hit a timeout, which is why it eventually said it failed - so it would have been processed by the engine, but by the time it was done the UI would already have assumed it didn't work. That's certainly not supposed to happen with a 1 page document though - is it possible to send us a copy of that specific document? Thanks!

Added: We also did a quick check, and don't see any situation where a single transaction used more than 1 AI Unit on your account (we can't see the data itself, but we can see the unit usage). So I wonder if maybe it was just multiple items showed up in the reporting at once. 

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replied on September 25

Hey Pava, the document in question is a secured document.  Is it possible to setup a call?  I have reproduced it multiple times to verify and it happens each time.  

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