Edit a use case in Now Assist in Document Intelligence

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Edit a use case to change the name, fields, tables, questions, and integrations.

    Vorbereitungen

    Role required: Admin, DocIntel Admin, DocIntel Manager

    Warum und wann dieser Vorgang ausgeführt wird

    Follow these steps to edit a use case along with its fields, tables, questions, integrations, and flows.

    Use cases marked as read-only can’t be edited. However, you can make a copy of a read-only use case that is editable. For more information, see Make a copy of a use case in Now Assist in Document Intelligence.

    Prozedur

    1. Navigate to All > Now Assist Admin > Features > Skills.
    2. In the workflow list, select Platform.
    3. In the Document intelligence card, select View details.
    4. In the Active skills list, select the skill to view the list of its use cases.In the Platform skills list, find the applicable document intelligence skill and select Edit in the options menu ( Field options menu icon).
    5. In the row of the use case you want to edit, select Edit in the options menu ( Field options menu icon).
    6. Make changes as needed.

      For more information on use case setup, see Set up a use case for Now Assist in Document Intelligence