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Copy tasks

Orby offers a way for admins to copy tasks from one workflow to another to transfer the learnings, so that organizations can control and migrate the learnings between different workflows even if they are in different organizations and optimize for best results. To copy tasks, click the action drop-down menu of the source workflow you would like to copy from, admin will see a modal listing the source workflow, target workflow selection as well as all or selected tasks to copy from.

To successfully copy a task over:

Both the source workflow and the target workflow belong to the same type (extraction or classification).

It’s OK for the target workflow to have completed tasks

Make sure the admin is an admin for each organization where the source and target workflow resides.

Only the completed tasks from the source workflow can by copied over

The admin will receive an email once it’s done

Once a task is copied over, it will show up under the Completed Tasks page with the timestamp of when the copy action was completed, the ‘Copied’ tag’ as well as the user who initiated the copy action.

Download and Upload configurations

Orby enables organizations to migrate workflow configurations between the same or different organizations and optimize for best results. The workflow settings are exposed in a YAML file that can be downloaded and updated to existing workflows. This is only available for SFTP workflows.

Downloads

This action currently is only visible for API automation customers that have not enabled integrations. To access the actions, click the action drop-down of the organization workflow, downloading will trigger the YAML file download directly, and clicking Upload will present a dialog for admins to upload YAML file for modification purposes.

Uploads

Clicking the “Upload to create” action after “Create a Workflow“, this will allow users to create a workflow by uploading a YAML file with existing settings. Once the file is uploaded, the admin will be led to the workflow creation experience with the settings prefilled, and can make changes from there.

User Instructions on YAML Modification for SFTP Extraction Workflow in Default Mode

Plaintext

Copy

templateResourceName: workflows/64dd7f0b78820ac20fef224a # Workflow template id, DO NOT MODIFY displayName: SFTP Workflow # Workflow display name, must be UNIQUE in an organization description: SFTP Workflow description # Workflow description

steps: # Workflow execution step configuration, rarely needs modification

  • actions:

    • application: Entity Extraction # DO NOT MODIFY entityExtraction:

# Extraction schema and normalization settings. #

# Extraction schema entity name must be LOWERCASE #

# Accepted normalization values include # ENTITY_TYPE_UNSPECIFIED

# ENTITY_TYPE_MONEY # ENTITY_TYPE_DATE

# ENTITY_TYPE_INTEGER # ENTITY_TYPE_FLOAT

entityTypeSchemaMapping: file name:

normalizationType: ENTITY_TYPE_UNSPECIFIED id:

normalizationType: ENTITY_TYPE_INTEGER total amount:

normalizationType: ENTITY_TYPE_MONEY release date:

normalizationType: ENTITY_TYPE_DATE

# user-defined time cost if manually processing the task instead of using Orby AI, must be INTEGER manualTimeCostInMinutes: 12

# Workflow mode, accepted values include # DEFAULT

# AUTOPILOT

# ASSISTED

mode: DEFAULT

reviewerLists: # Human review configuration settings which vary by workflow mode.

  • users: # Each reviewer must BELONG TO THE ORGANIZATION

    • user: # must be LOWERCASE for user email address, NO DUPLICATE users in each round

    • user:

roundNumber: 1 # 1st round review triggerCondition:

conditionType: CONDITION_TYPE_UNSPECIFIED # The only 1st round review trigger condition type for DEFAULT mode

roundNumber: 2 # Optional 2nd round review. The max number of rounds is 2 now. triggerCondition:

conditionType: CONDITION_TYPE_RANDOM_SAMPLE_PERCENT # The only 2nd round review trigger condition type now conditionOptions:

percentOfRandomSample: 39 # Random sampling config for second round review, must be INTEGER, range [0, 100]

User Instructions on YAML Modification for SFTP ClassificationWorkflow in Default Mode

Plaintext

Copy

templateResourceName: workflows/64dd7f0b78820ac20fef224a # Workflow template id, DO NOT MODIFY displayName: SFTP Workflow # Workflow display name, must be UNIQUE in an organization description: SFTP Workflow description # Workflow description

steps: # Workflow execution step configuration, rarely needs modification

  • actions:

    • application: Document Classification # DO NOT MODIFY classification:

classificationLabels: # Must be lowercase, DO NOT INCLUDE OrbyAI_Known

  • Label One

  • Label Two

# user-defined time cost if manually processing the task instead of using Orby AI, must be INTEGER manualTimeCostInMinutes: 12

# Workflow mode, accepted values include # DEFAULT

# AUTOPILOT

# ASSISTED

mode: DEFAULT

reviewerLists: # Human review configuration settings which vary by workflow mode.

  • users: # Each reviewer must BELONG TO THE ORGANIZATION

    • user: # must be LOWERCASE for user email address, NO DUPLICATE users in each round

    • user:

roundNumber: 1 # 1st round review triggerCondition:

# Condition type, accepted values include

# CONDITION_TYPE_UNSPECIFIED in case of default mode

# CONDITION_TYPE_SPECIFIC_EXTRACTED_FIELD in case of assisted mode

conditionType: CONDITION_TYPE_UNSPECIFIED # The only 1st round review trigger condition type for DEFAULT mode

roundNumber: 2 # Optional 2nd round review. The max number of rounds is 2 now. triggerCondition:

conditionType: CONDITION_TYPE_RANDOM_SAMPLE_PERCENT # The only 2nd round review trigger condition type now conditionOptions:

percentOfRandomSample: 39 # Random sampling config for second round review, must be INTEGER, range [0, 100]

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