First Fields Customization Steps
Customize which data fields Rossum captures by enabling or disabling fields in the schema editor, or by editing the schema JSON directly for finer control over types, constraints, and defaults.
Each document is associated with a set of data fields. The most typical cases are fields captured from the document, such as date due, order id, or total amount. These fields are pre-captured by the AI engine, shown in the sidebar, and part of the export file. This list of fields is controlled by the schema.
Simple tweaks of captured fields
The easiest way to customize your fields is the Fields to capture screen that is part of the Settings section of the web app. You can enter it using the gear icon near the top left corner. In this screen, you can enable or disable fields. Follow this visual guide.
Therefore, the checkbox approach above does not remove or add fields to the schema. It merely disables and enables them (by flipping their hidden and can_export flags).
Customizing field attributes in-depth
You may take a much finer-grained control of your fields by editing the schema at a lower level.
Another feature (relevant when writing your extension) is the ability to pre-fill the value during document upload, not just based on the AI. Perhaps you already know during upload what PO an invoice ought to be associated with, or who it came from.
Just what is a finer-grained control? You may control types, constraints, and defaults on fields. Or decide on the options available in the dropdown enum fields or which AI field (or multiple fields) to use as a data source. And even their labels in the sidebar.
The easiest way to work with the schema in a JSON format (a code-like text file) is by using Rossum's in-app schema editor. Follow the visual guide to understand the editor and the basics of the schema structure.
Sometimes, it is helpful to manage the schema via API using the Rossum tool. This tool allows scripting schema updates and editing as a specially formatted XLSX spreadsheet. We have prepared a detailed tutorial on XLSX schema configuration for you. The most powerful capability of the XLSX format is editing long dropdown lists easily.