Copy and configure the Invoice attachment DI processing flow

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Copy and configure the Invoice attachment DI processing flow and activate this flow to use it.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Process Automation > Flow Designer.
    2. Search for and open the Invoice attachment DI processing flow.
    3. Select the more actions icon () in the top right and select Copy flow.
      The Create a copy of this flow dialog box is displayed.
    4. In the New flow name field, enter a name for the copied flow.
    5. In the Application field, select Accounts Payable Operations integration with Document Intelligence.
    6. Select Copy.
      A copy of the flow opens.
    7. Under TRIGGER, set the trigger conditions for this flow.
    8. Under ACTIONS, do the following:
      • Select Process Attachment using DI to expand it.
      • In the SYS DI Task Definition [Use Case] field, select the copy of the use case that was created using the Duplicate use case icon (). For more information on copying use case, refer Create a copy of the default Invoice Processing use case.
    9. Select Save.
    10. Select Activate.