验证站点

This page shows you how to create a workflow that includes activities such as Digitize Document, Data Extraction Scope, and Present Validation Station.

要从相同类型的文档中自动提取和验证数据时，可以使用这些活动。发票或采购订单非常适合此类任务。

The following workflow focuses on using the Digitize Document activity on an invoice, followed by validating the information with the use of the Present Validation Station activity. The OCR engine chosen for this workflow is UiPath® Document OCR, but you can replace it with any other of our OCR engines. A simple taxonomy is used, created based on the chosen invoice document. Visit Taxonomy overview to check how to create your taxonomy.

创建工作流

1. 打开 Studio，并新建一个默认命名为“主要”的“流程”。

2. Drag a Sequence container into the Workflow Designer.

3. 选择“序列”容器并创建以下变量：

   1. Variable Name: taxonomy;
   2. Variable Type: DocumentTaxonomy;
   3. Default Value: None.

4. Add a Load Taxonomy activity inside the Sequence container.

   Add the variable taxonomy in the Taxonomy field.

5. Add a For Each activity after the Load Taxonomy activity, and inside the Sequence container.

   • Add the expression doc in the ForEach field.
   • Add the expression directory.GetFiles("TestData\InputDocs\") in the In field.
   • In the Properties panel, select the option String from the TypeArgument dropdown list.

6. Select the Body container of the For Each activity and create the variables showed in the following table:

   Table 1. The variables to be created

   	变量类型	默认值
   docName	泛型值	不适用
   dom	文档	不适用
   text	字符串	不适用
   extractionResults	提取结果	不适用
   validatedResults	提取结果	不适用

7. Add an Assign activity inside the Body container.

   • 在“收件人”字段中添加“docName”变量。
   • 在“值”字段添加表达式 System.IO.Path.GetFileNameWithoutExtension(doc)。

8. Add a Write Line activity after the Assign activity.

   在“文本”字段中添加表达式 "Digitizing "+docName。

9. Add a Digitize Document activity after the Write Line activity.

   • Set the DocumentPath as doc.
   • Add the variable text in the DocumentText field.
   • Add the variable dom in the DocumentObjectModel field.

10. Drag an OCR engine into the Digitize Document activity. UiPath Document OCR is used for this example.

11. Add a Write Line activity after the Digitize Document activity.

    在“文本”字段中添加表达式 docName+" was digitized."。

12. Add a Write Line activity after the Write Line activity.

    在“文本”字段中添加表达式 "Opening the Validation Station"。

13. Add a Try Catch activity after the Write Line activity.

14. Add a Sequence container in the Try section.

15. Add a Present Validation Station activity inside the Sequence container.

    • Add doc as value in the DocumentPath field.
    • Add the variable text in the DocumentText field.
    • Add the variable dom in the DocumentObjectMOdel field.
    • Add the variable taxonomy in the Taxonomy field.
    • Add the variable extractedResults in the AutomaticExtractionResults field.
    • Add the variable validatedResults in the ValidatedExtractionResults field.

16. Add a Write Text File activity after the Present Validation Station activity.

17. 运行流程。 机器人自动提取数据，对文档进行分类，提取特定字段，准备数据以进行验证，并显示提取的文档。

Visit the following link to download a ZIP archive of the example: Example.

使用“验证站点”

Running the workflow opens the Validation Station wizard. Here you can verify the extracted information or extract it yourself by using the Tokens or Custom Area options. If you set a field in the taxonomy as multi-value, then multiple values can be extracted for that field. This can be useful for documents with multiple addresses, different currencies, etc.