AI Builder with Power Platform - Form Processing

1. Form processing
Form processingidentifiesthe structure of yourdocumentsbasedonexamplesyouprovidetoextract
textfromany matchingform. Examplesmightincludetax formsorinvoices.
In thislabwe will buildandtraina model forrecognizing invoices. Thenwe will buildatabletappto
showthe detectioninaction anddigitize the content.
Note: If you are buildingthe firstmodel inanenvironment,clickonExplore Templatestogetstarted.
Exercise 1
1. From the leftnavigationexpandAI BuilderandselectBuild. SelectFormProcessing.
2. Name yourmodel. Because youare workingina sharedenvironmentmake sure toinclude your
name as part of the model name. Thiswill make iteasiertofindlater. Clickcreate.

2. 3. Your screenshouldlooklike the followingimage.SelectAdddocuments.
4. Add the documentsfromthe Trainfolder. Youmust have at leastfive documentstotrainthe
model.
5. Confirmthe selectionandclickUpload.

3. 6. Once youruploadsare complete,selectAnalyze.
7. Selectthe fields.

4. 8. Hoveroverthe highlightedfieldsandconfirmthe fieldsthatshouldbe returnedbythe form
whenprocessingfromourtrainedmodel.
9. Once you have confirmed the fields,clickDone.

5. 10. Train yourmodel.
11. Locate andopenyour savedmodel. If youneedhelpfindingit,type yourname intothe search
box.
12. Reviewthe resultsof the trainedmodel.

6. 13. Performa testwiththe testinvoice.
14. Performa testwithanotherimage or document.

7. 15. Publishthe model.
Exercise 2
1. Navigate toAppsand create a new CanvasApp. SelectBlankappwitha tabletlayout.

8. 2. Insertthe Form Processorcontrol fromthe AIBuilder.
3. Map itto your savedmodel.

9. 4. Drag and resize the control like the image below.
5. Playyourapp.
6. ClickAnalyze andadd yourtest file.

10. 7. Your uploadedformwill be analyzed

11. 8. You can see the mappedfieldsare recognized.
9. Close the appplayer.

12. 10. Let’stake some of the data fieldsandplace themonthe screenforthe user to review. Add
three labelstothe screen. Drag themto the rightside of the screenandline themuplike inthe
image below. Editthe textto“Invoice Number”,“Due Date” , and “Total”.
11. AddTextinputfieldsforeachrow and place themas below.

13. 12. Nowwe will mapdata fromthe analyzeddocument.Editthe defaultvaluesforeachfieldas
follows:
Invoice Number FormProcessor1.FormContent.Fields.INVOICE
Due Date FormProcessor1.FormContent.Fields.'DueDate'
Total FormProcessor1.FormContent.Fields.Total
13. Play the app and addan invoice tobe analyzed.