![]() Once the Flow has executed open the ' Extract Text Regions' action, copy the ' Simple Text Region Results'JSON returned. For this example I selected ' I'll perform the trigger action' which I invoked by manually uploading a PDF invoice document to the SharePoint library aligned to the configuration of the trigger action (step 3)ĥ.c. Test the Flow using your preferred method, click ' Save & Test'ĥ.b. We now need to obtain a sample of the generated JSON data which will enable us to add additional actions to parse and use the returned JSON data.ĥ.a. Copy and past the JSON data obtained in step 4.h. Go back to Microsoft Flow On the ' Extract Text Regions' action, click the ' Switch to input entire array' iconĤ.j. Copy the generated JSON data into your clipboardĤ.i. Repeat this process for all target regions of the document.Ĥ.h. Define a name for the region and then click ' Add to JSON'Ĥ.g. Drag and move the area selector to the target area of the documentĤ.f. So how do we get the coordinates? Easy! simply use the ' Text Region Generator' utility found in the Encodian administration portal.Ĥ.e. To progress the configuration of the ' Extract Text Regions' action we need to provide co-ordinates of the data on the source document, i.e. File Content: Select the ' File Content' property from the ' When a file is created in a folder' action Filename: Select the ' File name' property from the ' When a file is created in a folder' actionĤ.c. Add the Encodian ' Extract Text Regions' actionĤ.b. simply convert to PDF first using the Encodian ' Convert to PDF' actionĤ. However, should there be a need to extract data from a Word document, PowerPoint file, CAD drawing etc. NOTE: For this demo documents will already be in PDF format. Configure the ' When a file is created in a folder ' trigger action setting the 'Site Address' and 'Folder Id' fields to the location where documents will be added. Enter a name for the Flow, select the SharePoint ' When a file is created in a folder' trigger, click ' Create'ģ. Create a new Flow using the ' Automated - from blank' optionĢ. The SharePoint library is configured as follows:ġ. To enable invoice reporting, tracking and related activities we have a requirement to extract data from each invoice and add as metadata to the document. The finance department generates invoices using a third party application which uploads the documents to a SharePoint library for storage. This step by step guide details how to configure a Microsoft Flow to extract data from a document and add to the document as metadata.įor the purposes of this guide we'll use this simple scenario A common scenario could be processing a scanned document or processing documents sent from an external source, commonplace in 'Invoice Processing' scenarios. Many of us over time will have worked on projects/solutions where there is a requirement to extract data from documents.
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