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Review Extracted Data Screen Component
Review and modify data returned by the Extract Data from Document action.
Required Editions
| Available in: Lightning Experience |
| View supported editions. |
| This feature requires the MuleSoft for Flow: IDP add-on. Professional Edition requires the API access add-on. To purchase, contact your Salesforce account executive. |
| Document processing features require Einstein generative AI turned on in Setup, and Data 360 provisioned and enabled for your org. |
| MuleSoft for Flow: IDP features used with Agentforce require the Foundations or Agentforce 1 edition. To purchase these editions, contact your Salesforce account executive. |
Place this component on the same flow path as the Extract Data from Document action so Content Document ID and Document Processing Configuration ID populate automatically.
Configure the Review Extracted Data Component
| Attribute | Description |
|---|---|
| API Name | The API name of the component. An API name can include underscores and alphanumeric characters without spaces. It must begin with a letter and can’t end with an underscore. It also can’t have two consecutive underscores. |
| Label | The label that appears for this component. This attribute accepts single-value resources. The value is treated as text. |
| Extracted Data | Required. The output from the Extract Data from Document action. Select the resource that contains the Extract Data output from the Extract Data from Document action. When you select this resource, the Content Document ID and Document Processing Configuration ID attributes populate automatically. |
| Content Document ID | The ID of the document used to extract data. This attribute populates automatically when you select a resource for the Extracted Data parameter. |
| Document Processing Configuration ID | The ID of the Document Processing Configuration used to extract data. This attribute populates automatically when you select a resource for the Extracted Data parameter. |
Store the Review Extracted Data Component's Values in the Flow
Store the Modified Data output so you can use it in later elements. The flow assigns this value when the reviewer submits the screen.
| Attribute | Description |
|---|---|
| Modified Data | The data that the reviewer confirmed or changed. Contains both the original extracted data and any edits. Use this output in subsequent flow elements to update records or continue processing. |
Set the Component Visibility
Specify the logic that determines when the flow displays the component.
| Option | Description |
|---|---|
| When to Display Component | Configure when the component is displayed by using conditional logic. You can set the components to:
|
Validate Input
Provide a formula that evaluates whether what the user entered is valid and the error message to display if invalid.
| Option | Description |
|---|---|
| Error Message | Specify the error message that appears below the component if the user enters an invalid value. |
| Formula | Provide a formula expression that returns a Boolean value. If the formula expression evaluates to true, the input is valid. If the formula expression evaluates to false, the error message appears below the component. If the user leaves the field blank and the field isn’t required, the flow doesn’t perform the validation. If the user leaves the field blank and the field is required, the flow shows the default error message and not your custom error message. |
Specify the Behavior of Values on Revisited Screens
Specify what this component does when a user enters a value, navigates to a previous screen, and then returns to the screen with this component.
In a document processing flow, add the Extract Data from Document action, then add a screen with the Review Extracted Data component. Pass the extraction output to the component so reviewers can view fields and tables, see confidence scores, and correct low-confidence values. Then, the flow updates Salesforce records.
