Field Learning Node

The Field Learning node is available for GlobalCapture and GlobalAction in the Cloud. The licensed version that allows for setting multiple fields is only available in the Enterprise cloud tier or when licensing InquireAI.

Field Learning allows you to store data associated with a specific "key value" and pull it back into your workflow on demand. This is useful to set the value of a process field when another process field contains a specific value.

If AI were to consistently read a vendor name as Sound Coast Musical but the vendor name in your accounting system is Soundcoast Musical, you could just Field Learning to set this equality, eliminating the need to consistently correct this is validation.

Global Data Learning Node.jpg — Field Learning

While there is nothing blocking you from using Multi-Value or Table fields, Field Learning does not support them at this time. The following occurs when using these types of fields:

Mapping - If added to Mapping, nothing will be returned to the Multi-Value or Table field.
Field - If the Multi-Value or Table field is added to Field, the Mapping data will be returned regardless of the data or lack of data in the Multi-Value or Table field.

Field Learning Node Settings

Title

A Title is required. A good Title is important because it shows up in the process history and can help with troubleshooting workflow errors. Your Title should be concise and informative.

Description

Provide a Description of your data learning. Detail if it is setting or getting data and what data is being set or retrieved. This will be very helpful when troubleshooting or returning to the workflow in the future. The Description will appear in the process history.

License Key

The License Key is not required, but when obtained, enhances the capabilities of the Field Learning node.

Blank - Leave the license key blank to set the value of a single field.

If Vendor Name = Square 9 Softworks, SET Phone Number = 203-789-0889.

Enter a Key - Obtaining and entering a license key allows you to set multiple values.

If Vendor Name = Square 9 Softworks, SET: Phone Number = 203-789-0889, Address = 127 Church St, City = New Haven, State = Connecticut, Zip Code = 06510

If using a license key, you should enter the key in all SET and GET nodes to ensure all data is properly stored and retreived.

Data Validation

The Data Validation checkbox is enabled by default to enforce Data Types or Length settings for Fields. When enabled, if data does not meet the type or length settings for the field, the process will error on this node.

Setting Data

To add Key/Value pairs to the datasource, enable Set data to global datasource.

Field

The Field is a dropdown list of all available process fields. This is the field we will match when retrieving data from the datasource in a GET call. This is the Key for the lookup.

Mapping

The Mapping is the process field(s) that contain the Value(s) we want associated with the key (Field). When using a licensed version, mapping multiple values can be delimited with a comma. S9 Notation is supported in this field.

No License Key

A record with the following data enters the Field Learning node configured to SET data in the Data Source.

Employee Number: 123456

Name: Max Power

The Field is set to Employee Number and Mapping is set to Name.

This creates an entry in the datasource that associates the Employee Number 123456 to the Name Max Power.

Key: Employee Number: 123456

Value: Name: Max Power

License Key

A record with the following data enters the Field Learning node configured to SET data in the Data Source.

Employee Number: 123456

Name: Max Power

Phone: 999-999-9999

Email: mpower@snpp.com

The Field is set to Employee Number and Mapping is set to Name, Phone, and Email.

This creates an entry in the datasource that associates the Employee Number 123456 to the Name Max Power, Phone Number 999-999-9999, and Employe Email to mpower@snpp.com.

Key: Employee Number: 123456

Value: Name: Max Power, Phone: 999-999-9999, Email: mpower@snpp.com

GDL Settings.png — SET Data Configuration with Multiple Values

IMPORTANT

To license field learning, you MUST have an InquireAI license.
For UNLICENSED Field Learning nodes, if multiple values are added to the Mapped field, only the first one in the list is associated to the selected Field (Key).
If the same Field is SET with a new Mapping value, it replaces the old one.

Ex. If the Data Source has the following data:

Employee Number: 123456

Name: Edna Krabappel

and a record with the following data is passed through a SET Field Learning Node:

Employee Number: 123456

Name: Edna Skinner

The entry in the datasource will be updated to reflect this new association.

Getting Data

To retrieve values from the datasource, enable Get data from global datasource.

Field

The Field is the Key of interest we are trying to find in the data source.

Mapping

When using the GET property, this field should be left blank as it has no impact on the returned data.

If index fields are entered here, no data is returned to the fields even if data matches the Key (Field).

A record with the following data enters the Field Learning node configured to GET data from the Data Source.

Employee Number: 123456

Employee Name:

The Field is set to Employee Number and Mapping is left blank.

This looks for the Key in the datasource for Employee Number 123456. If it find the Key, it returns the associated Value.

Key: Employee Number: 123456

Value: Name: Max Power

If the process field in the data returned by the call already has data in it, it WILL BE replaced with the value from the datasource.

Ex. If a record with the following process field data:

Employee Number: 123456

Name: Lyle Lanley

enters a GET Field Learning node, and the GET call returns:

Key: Employee Number: 123456

Value: Name: Max Power

The Name field will be updated to Max Power.

Use Cases

Customer ID

Read a Customer off of Order Documents, associate it to Customer Bound List/ID. When a order is received from a customer. Use an extraction process to retrieve the customer name. Using SET, associate that customer with a unique ID number. Going forward, using GET, associate that same ID number with future orders for that same customer.

Get an Email Address

Read a Company and associate it to an email so a document can be emailed. For any document that needs to be sent out, using the SET you can associate a Company to an Email address. The use the GET to retrieve the email each time a document for that company is received and send out a copy to the returned email address.

Using GlobalForm to Add To and Modify an Existing Dataset

GlobalCapture administrators can add to and modify the existing dataset by logging into the GlobalCapture Dashboard with their administrator credentials. However, you may wish to allow non administrative user to update data within the dataset without processing a document. This simple GlobalForms process provides a form and a simple workflow that allows non administrative user to update the dataset.

Download the Form - the form can be downloaded here: Field Learning.json.
Import the form into GlobalForms.
Create a Submission.
1. Find your form in the Forms list and select View.
2. Complete the Key and Replacement Value fields and click Submit.

Login to GlobalCapture and create a Data Only Mapping.
1. Enter the GlobalCapture Design Canvas.
2. From the GlobalForms dropdown, select GlobalForms Mapping.
3. In the Forms Submissions Pane, select the Portal containing the form and fieldLearning from the Forms dropdown.
4. If the No Mapping Found popup appears, select Cancel.
5. Click Data Only Mapping in the GlobalCapture toolbar.
6. From the Submission Data pane, drag the key value onto the page. Placement does not matter.
  1. Set the Output Field to the desired GlobalCapture Process field that will store the key in the key:value pair.
  2. Enable Data Only.
7. From the Submission Data pane, drag the replacementValue onto the page. Placement does not matter.
  1. Set the Output Field to the desired GlobalCapture Process field that will store the value in the key:value pair.
  2. Enable Data Only.
8. Click Save.

Construct your Workflow.
1. Add the process fields to the process fields pane for the desired key and value.
2. Import Node
  1. Give your node a title and description.
  2. Import Type - GlobalForms
  3. GlobalForms Mapping - fieldLearning
  4. Click Save.
3. Field Learning Node
  1. Give your node a title and description.
  2. Field - Your process field that contains your key.
  3. Mapping - Your process field that contains your value.
  4. Click Save.
4. Delete Page Range Node
  1. Give your node a title and description.
  2. Pages - ALL
  3. Click Save.
5. End Node
  1. Give your node a title and description.
  2. Enable Delete Process if you don’t want this process to remain in the batch portal.
  3. Archive Process Portal - Select the desired process portal from the list or leave blank to use the default.
  4. Click Save.
6. Save and publish your workflow.