Advanced Text Extraction

This enhancement allows you to configure your Text Extraction task so that extracted text from images can be automatically set on specific fields within your project. 

🚀 What’s New?

You can now assign a Field Key to each extracted text value. When configured, the extracted content will automatically populate the corresponding project fields after the workflow runs.

⚙️ How to Configure Field Mapping

1️⃣ Edit the Task

  • Open your AI Workflow
  • Click to edit an existing Text Extraction task

2️⃣ Assign Field Keys

  • For each extracted text value, you will see an option to enter a Field Key
  • Enter the appropriate field key where the value should be stored
  • Field keys must match exactly (capitalization and punctuation)

🔑 The Field Key determines which project field will be updated.

     

3️⃣ Field Key Is Optional

  • The field key can be left blank
  • If left blank, the extracted text will still process, but it will not be mapped to a specific field

What Happens When the Workflow Runs?

User Experience Flow

1️⃣ Configure a Text Extraction task to set values on fields 
2️⃣ Execute the workflow that contains this task on a project
3️⃣ Once the task completes, the mapped fields are automatically set
4️⃣ Open the project to view the extracted values populated in the corresponding fields 

✅ If everything is configured correctly, you will see the extracted text values directly on the project fields after workflow is run.

💡 Best Practices

  • Use consistent and accurate field keys (For example: inverter_model_number_ai)
  • Create new fields and configure them as read-only and admin-only. Add a clear description indicating that the fields contain AI-populated data.
  • Test your configuration on a sample project before rolling out widely
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