Combining Document Validation Action + Form Action in one action

[eileen.wilkerson]

Hi,

Was wondering if it is possible to combine a document validation action + a form action in the same action?

I.e. I need it to read and extract invoice information (Document Validation Action) but also allow the end user to provide input about the invoice using radio buttons (Is this invoice a credit, non-po, etc.) Was hoping to do this in one action.

Is there any documentation or videos to help with this?

[rahulsharma]

I’m afraid that’s not possible as of now, as Create Form Task takes only one Task Object as input.

It’ll be good to have multiple actions nested but I believe it’s not feasible now.

[sonaliaggarwal47 (Sonali Aggarwal)]

Hi @eileen.wilkerson,

Looks like you can achieve it below way?

Move action to Action Center without Document Understanding

Hi @hariapn and @sonaliaggarwal47 , My requirement was just to push few identified Contracts i.e. in Pdf to Action center and get the results from human back to Bot. So, i had used the Create Form Task activity and designed to pass the Fields extracted from contracts using Regex and put it as Collections to the task form to display and added few controls in form of radio buttons to fetch the Human response. [1] [2] Here i am also including the Pdf as Image file to the form using the Html …

By this approach, you can have your form attached to form task activity for validation and also collect user inputs at the same time.

Hope this answers your question.

Regards
Sonali