What Is New - ABBYYimages.abbyy.com/...new/...WhatIsNew_Part1_DocDef.pdf · At export step the required destination can be selected based on the value of a particular field Enable

What Is New

Catherine Nozhneva

ABBYY FlexiCapture 11

Project and Training Consultant,

ABBYY 3A

Overview

This presentation is first in a row of What’s New

It contains the information on new features of FlexiCapture 11 (R1-R2-R2ML) compared to FlexiCapture 10 (R7)

Approximate webinars plan:

● Part 1 - New in Document Definition

● Part 2 - New add-on for INVOICES

● Part 3 - ALL the rest new features

2 ABBYY FlexiCapture 11. What Is New

DOCUMENT DEFINITION Project setup


Document Definition Improvements

● Data Form

● Fields Properties

● Validation Rules

● Database look-ups

● Export Settings

● Customization

● And other adjustments


Document Definition Localization

● Localization of names and messages to any languages different from the initial language

● Names of fields and rules, text of error messages

● With localized fields names and rule error messages operators can easier verify recognized data

5 ABBYY FlexiCapture 11. What Is New R2

Project Setup Environmental variables (1)

● Parameters that can be shared between different settings and accessed from scripts within the project

● String – contains any text – Can be used in export settings to data files and image files to specify a path or

a file name (file name tag: <Env:Environmental_variable_Name>)

● ADO Connection String – contains a connection string to a database – Allows easy database connection setup in rules, format or export settings of

any document definition by selecting the variable name

● In case the export paths or DB connection are changed, modify the variables and all the definitions (rules, export destinations) and scripts will use the updated settings


Project Setup Environmental variables (2)

● ADC connection string variable can be created

● in the project properties

● in the “Database check” rule settings


Project Properties

Rule Settings

Document Definition Data Form. Improvements

● Data Form layout in the Document Editor is the same now on rich and web stations

● Data form was redesigned in order to increase flexibility: ● All form elements can be aligned vertically and horizontally

● Group instances are displayed as a table now so they take less space on the form

● Descriptive text and field caption can be multi-line (by pressing Shift+Enter)

● New controls (buttons) can be added (see Database look up slides for details)

● and more…


Document Definition Data Form. Groups of Fields (1)

● Groups of fields can be expanded/collapsed


Group Setup

Verification Window

Document Definition Data Form. Groups of Fields (2)

● Summary with field values can be shown for a collapsed group ● Specify the field name displayed as summary in the Comment section of

the group field properties


Verification Window

Document Definition Data Form. Show Field Picture, Tab Order

● Fields can be displayed with a picture (snapshot) to facilitate visual review of data

● Text, Barcode or Checkmark Group fields

● By “Tab Order…” it is now possible to specify an order of fields using Tab, F4, F8 in document editor


Document Definition Suggestion of Values at Typing

● When the operator starts typing a value in a blank field, the list of possible values is generated

● Available for FlexiLayout-based documents

● Search is done through the OCR cache for the page

● “Store the whole document text” should be enabled in the definition properties


Document Definition Data Settings Enhancements

● “Data” tab was reorganized

● Extended content options – general properties of Date, Number, Amount of money

● New option – “Default value”

● New settings for automatic normalization of values

● “Cannot be blank” option was moved from “General” tab to “Data” tab

13 ABBYY FlexiCapture 11. What Is New R1-R2

See the next slides for details

Document Definition “Data” Properties


FC 10 FC 11

R1-R2


Document Definition Default Field Value ● Empty value of a field can be

substituted with the pre-defined value

● if the field is not filled in after Document Definition matching

● if the field is not filled in after assembly

● in case field region was deleted


Document Definition Normalization of Fields Values ● Settings for normalization fields of Date, Number and Amount of money

data types were added

● Fields values can be recognized in various formats and automatically converted to the format required for export


Format for export

R2

Possible formats to recognize

Document Definition New Settings for Inverted Text Recognition

● Inverted text can be recognized based on the Inversion settings:

● Autodetect -NEW!

● Don’t invert

● Invert


Document Definition Field Verification Threshold

● Percentage of highlighted characters after which a field will be sent to field verification

● Useful, if a field should be sent to verification only in case it contains many unconfident characters


Document Definition Validation Rules Enhancements

● Launch on condition

● Search and filtering

● Rule chains (order of applying the rules)

● Data Set

● Database check rule

● “Precision” setting of a Check Sum rule

● Hiding a rule name in the error message

19 ABBYY FlexiCapture 11. What Is New R1-R2


Document Definition Rules: Conditions of Launch

● “If this condition is true” option allows to specify a condition that triggers the rule

● A set of possible values can be added manually

● Launch conditions can be used for text fields, barcodes, and table columns


Document Definition Rules: Search and Filtering

● A possibility to filter rules by

● name

● reference field

● launch condition

● Useful for projects with many rules


Document Definition Rules: Chains

● Rule chains are groups of rules with a specific order of applying

● Several rules can edit the same field ● These rules should be included into separate chains


Customization Event Handlers in Document Definition

● “After document rules checked” – NEW!

● It can be useful in the following scenarios: – Generate a virtual table via script using data from other document fields

– Create a rule which will modify values of several fields in one script after all other checks

– To correct registration parameter values

● Parameters that are also available in Batch Types:

● “Before document parameter change”

● “After document state changed”

● “Field verification request”

● In case the same event is specified on the document definition level and on the batch type level the document definition event handler starts first


Document Definition Data Sets

● A table of data that is stored within FC project for quick and easy access ● Columns and their types

● Can be used for advanced DB check rules (DB lookup)

● Contains data from the external database table or database view

● Can be synchronized with the external source manually or automatically


Document Definition Database Check: Source Type

● When creating a rule, it is now possible to indicate a Source Type for the database:

● Data Set means that the data will be taken from the internal database structure (see the previous slide)

● External Database (Simple) – a direct connection to the external database

● External Database (Variable) – a direct connection to the external database. Plus the connection string can be defined as a variable which allows reusing in rules or export settings of any document definition


Document Definition Database Check: Field Link Enhancements

● Conditions of applying the search and auto-replacement options

● if field is empty

● if field is completed


FC 10

FC 11

Document Definition Database Lookup

● Database look up dialog window can be used during verification

● Start typing the value

● Database look up is based on

● Database check validation rules with the cached Data set values as a source


Start typing the value

R1

Document Definition Database Lookup. Setup

● A button should be added to a Data Form (menu Form > Insert Control > Button)

● Select the type: Database Lookup


Document Definition “Precision” Option for Comparing Amounts

● In the Check Sum rule it is now possible to use precision if small differences are acceptable

● It helps to avoid rule errors/warnings in case of rounding errors, etc.


Document Definition Hiding Rule Names at Verification

● A setting which allows hiding a rule name from the error message was added:

● “Show rule name in message to verifier” option

● As rule names usually are internal and not clear to verifiers it is enough to display a rule error message only


Document Definition Export on Condition

● At export step the required destination can be selected based on the value of a particular field

● Enable “Field condition” option and provide the conditions ● Belongs to set (list of values) ● Does not belong to set (list of values) ● Is empty ● Is not empty


Document Definition Export to SharePoint. Typified Columns

● Now it is possible to export fields of a particular type in typified columns in SharePoint

● The following column types are supported:

● Date and time

● Number

● Currency

● Boolean


FORMDESIGNER


FormDesigner Custom Cell Size

● Custom cell size in the Entry field element can be specified

● Limitations to prevent occurring of too small text written in the cell: Width: from 3 mm to 5.5 mm

Height: from 4 mm to 7.5 mm

● In addition the Extra Large (5x7mm) cell size was added which is commonly used on American forms


FormDesigner Entry Field: Black Delimiters

● Black delimiters for the “Entry field” element were added

● Allows creating “formatted” entry fields, e.g. phone number with a code:

● Delimiters are specified in Tip parameters of the field

● “&” must be added before the delimiter

● Please note, the field with delimiters will be exported as single field in FlexiCapture (delimiters will be also recognized)


R2

FormDesigner Preserving of Field Marking Type on Printed PDF Forms

● Forms can be printed to PDF files with the fields marking for following manual filling

● A special mode for preserving the field marking type should be enabled:

[HKEY_CURRENT_USER\Software\ABBYY\FormDesigner\11.0\Shell\Options\Export]

“ExportPDFWithComb”=“TRUE”

● This allows filling a form partly in a PDF file, partly on a paper (for the following processing with FlexiCapture)

● Please the slide notes for known limitations


FormDesigner Other Improvements

● The quality of the picture in PDF (image only) file was improved

● Checkmark group is now imported to FlexiCapture as field of Checkmark group type


Summary

● The main improvements in FlexiCapture 11 in part of Document Definition setup are:

● Improved validation rules: launch conditions, enhanced DB check and data sets

● Normalization of numbers and amounts by data types

● Improved Data Form window, collapsing of groups of fields, DB look-ups, etc

● Conditions of export (by fields values)

● Events customization

● Adjustments in FormDesigner


Documents

What Is New - ABBYYimages.abbyy.com/...new/...WhatIsNew_Part1_DocDef.pdf · At export step the required destination can be selected based on the value of a particular field Enable