{"id":48882,"date":"2021-07-12T21:15:22","date_gmt":"2021-07-13T04:15:22","guid":{"rendered":"https:\/\/ephesoft.com\/docs\/?post_type=docs&p=48882"},"modified":"2022-07-05T09:44:13","modified_gmt":"2022-07-05T16:44:13","slug":"transact-ai-table-rule-builder","status":"publish","type":"docs","link":"https:\/\/ephesoft.com\/docs\/products\/transact\/developers\/external-applications\/transact-ai-table-rule-builder\/","title":{"rendered":"Transact AI Table Rule Builder"},"content":{"rendered":"
This document describes how to use the Ephesoft Transact AI Table Rule Builder in Ephesoft Transact. With the Ephesoft Transact AI Table Rule Builder, operators can create extraction rules for invoice table line items during the Validation stage in Ephesoft Transact. This feature also provides improved extraction accuracy by excluding rows that are not needed. With AI Table Rule Builder, users can configure and save extraction rules that are unique to vendor-specific invoices. The Ephesoft Transact AI Table Rule Builder is provided as an external application that is configured in the VALIDATE_DOCUMENT plugin and integrates with the Validation module.<\/p>\n
Note: <\/strong>The Transact AI Table Rule Builder is currently limited to creating rules for single-page basic invoices. It was designed for invoice document types, and has not been tested with other document types.<\/p>\n To use the Transact AI Table Rule Builder, the following prerequisites must be in place:<\/p>\n Important:<\/strong> Each Column Name<\/strong> must exactly match the column header for the table, or the table will not be extracted, and the rule will not be created.<\/p>\n Note: <\/strong>This plugin must be installed separately for the 2020.1.05 release.<\/p>\n Note:<\/b> W<\/span>hen upgrading Transact from version 2020.1.05 to version 2020.1.06, t<\/span>here is a known issue in which Transact will not run successfully if the AI Table Rule Builder is installed. As a workaround, you will need to re-install the AI Table Rule Builder after completing the upgrade.<\/span><\/p>\n Note:<\/strong> For Transact Cloud users, the Ephesoft Technical Operations Team will install the AI Table Rule Builder for you. However, you will need to configure the VALIDATE_DOCUMENT plugin. Please review the Configuring the VALIDATE_DOCUMENT Plugin<\/a> section for more details.<\/p>\n You must configure the VALIDATE_DOCUMENT plugin to use the Transact AI Table Rule Builder. Once configured, the Transact AI Table Rule Builder will appear in the Validate screen as a selectable link from the More External Application<\/strong> menu.<\/p>\n In Figure 1. VALIDATE_DOCUMENT plugin configuration<\/em>, the URL1(Ctrl+4)<\/strong> field is used.<\/p>\n In Figure 1. VALIDATE_DOCUMENT plugin configuration<\/em>, the name is AI Table Rule Builder.<\/p>\n Figure 1. VALIDATE_DOCUMENT plugin configuration<\/em><\/p>\n Operators can launch the application from the Validation <\/strong>page for a batch instance by clicking More <\/strong>> External Application <\/strong>and then selecting the link assigned to the AI Table Rule Builder. In Figure 2. Launch Application<\/em>, the name is AI Table Rule Builder but the name may vary depending on how the VALIDATE_DOCUMENT plugin is configured.<\/p>\n <\/strong>Figure 2. Launch Application<\/em><\/p>\n Note:<\/strong> Operators can use shortcuts to launch the AI Table Rule Builder. The shortcut is dependent on which External Application URL is associated with the AI Table Rule Builder. For example, if it is registered as the first External Application URL for the batch class, then the shortcut CTRL+4<\/strong> will open it. Other shortcuts are as follows:<\/p>\nPrerequisites<\/h2>\n
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<\/a>Installation<\/h2>\n
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install_auto_table_rule_builder.bat<\/code><\/li>\n<\/ul>\n<\/li>\n
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.\/install_auto_table_rule_builder.sh<\/code><\/li>\n
Configuring the VALIDATE_DOCUMENT Plugin<\/h2>\n
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http:\/\/[Server_Name<\/em>]:8080\/dcma\/autoTable<\/code> or an HTTPS URL in one of the following fields:\n
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<\/a>Launching the Application<\/h2>\n