The Field learning dialog
To access this dialog: Start an Optimize session.
This dialog displays field definition settings and field values of the field being optimized. (See instructions.)
Value | Displays the value and format specification of the current field. |
Position | Defines where the field definition’s value field can be positioned. |
Currency notation | Defines the type and position of the currency notation used for the active field definition. This group is only visible when an amount field is selected. See also: Adjusting the currency settings of an invoice definition |
Decimal places | Defines how many decimal places the field has. Amount fields can have up to 7 decimal places. |
Title | Displays the title and settings of the current field. |
Page | Defines which page the field occurs on, for multi-page invoices. You can also specify whether the field occurs on the First page or the Last page. |
Optional | Kofax ReadSoft Invoices looks for the field on invoices of this type, interpreting them when they exist. If the field is not found, no error occurs. |
Inactive | If the current field definition is not used on
this
invoice definition, select Inactive.
Kofax ReadSoft Invoices
will not look for, nor interpret, the field on
invoices of this type.
Inactive means that the entire field is inactive, both the title and the value. The field is not included in the Verifying dialog. Inactive fields have gray icons instead of colored ones in the Data objects box:
If you deactivate a line item data object, all
of the line item fields are inactive.
|
Supplier field | Determines if the field value is static or dynamic. |
Freeform |
Using freeform mode, Interpret searches the first and last pages of the invoice for the field. This is helpful in those cases where a field may not always appear in the same location on the invoice. |
Freeform in area | This setting only works when
a field has been drawn in Optimize. The
setting is the same as Freeform, but instead of searching the entire
invoice,
Kofax ReadSoft Invoices
only searches within and around the drawn area.
This is particularly helpful for fields that contain more than one value spread over more than one line, like addresses, for example. |
Show in Optimize | Displays the field in Optimize. |
No interpretation | Select if you want to manually type data for this field when it is filled in, or you want to set the value of the field externally using an event handler. |
Interpret | Implements changes and reinterprets a field after changing the text type. |
Remove | Deletes the active field frame on the invoice definition image. |
Move | Moves the frame of the active field to another position on the invoice image. |
Next/Previous | Moves back and forth among suggestions for a field definition. Keyboard shortcuts: Alt + Þ and Alt + Ü. |
Format | Defines the format specification expected for
the field definition in respect to the following parameters. More than one can
be specified:
The field format must match the format specification for the Value box. |
OK | Saves and validates the current field definition. |
Cancel | Exits without saving or validating the current field definition. |