Sometimes, you want to add a value to the parsed result that isn't found in the documents you are parsing. For example, you want to add an ID or a category that you'll use later in your app or CRM.
Parseur allows you to set such custom values using Static Fields. Let's see how!
Note: Static fields are only available when working with our template engines. You cannot use static fields with our AI engine at the moment.
What are Static Fields?
As their names suggest, Static Fields are manually typed in with fixed values. That is in contrast to normal Field values that are extracted from the text and can change from one document to another.
Static Fields are attached to a template, which means:
You can set different values for Static Fields depending on the type of documents you receive in your mailbox and the template they match
You can have a normal Field in a template and have that same field be a Static Field in another template.
How do I set up a Static Field?
To add a static field to a template:
Step 1 - Open a template in the template editor (or create a new one)
Step 2 - Click on the Static tab in the right pane
Step 3 - The list of available and in-use static fields appears:
To assign a custom value to a new field click "New Static Field"
Enter a name for that field
Enter the value associated with that field's name
To assign a custom value to an existing field, locate this field in the list, click "Set static value", and enter the value
Step 4 - Save the field.
Its name and value now appear in the list.
Step 5 - Once you've made all changes to the template, save it
Step 6 - Test your changes by either:
sending a new email
or reprocessing an existing one using the "refresh" button icon next to a document
How to edit or delete a Static Field?
To edit or delete a Static Field from your template:
Repeat steps 1 to 3 above.
Then:
To edit a field, click on the "edit" button
To remove a field, click on the "cross" button