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[IX] Adjust the review panel to display the relevant text field when the selected property is text, numeric or date #7158

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aphilop opened this issue Aug 28, 2024 · 3 comments

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@aphilop
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aphilop commented Aug 28, 2024

Is your feature request related to a problem? Please describe.
The information extraction feature currently works with PDF documents as source.
We want to expand the sources also to text fields within a template so that information can also be extracted from these text fields.

Describe the solution you'd like
When the source of an extractor is defined as text field, then the action name for opening the review panel in the table should be adjusted accordingly. Then the review panel should display on the top part the relevant text field while the lower part remains the same as we have it now.

@juanma will add the discussed designs and description of the flow for this enhancement.

@juanmnl
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juanmnl commented Aug 30, 2024

The selected source of the entity is added as a block in the drawer (similar as we have the PDF now), retaining the click to fill pattern in the hub.

hub -click to fill - edit

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@RafaPolit
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The click-to-fill in text has multiple nuances and it can be affected by how the service segments the text, so this may not be possible to fully implement. Still, the functionality of assigning a value by selecting is still useful, so there are three possible stages to achieve this:

  • Do not implement click-to-fill at all, just allow input of data
  • Implement click-to-fill as a "copy paste" functionality where you select text, select click-to-fill and this puts the value in the input. This would be consistent with other processes, even if under the hood it has no effect larger than just typing in the value
  • Create the full text-to-fill process where we store context and location (will not work with absolute positioning as it is done in PDF) and more info.

@juanmnl
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juanmnl commented Sep 11, 2024

We are also "standarizing" the row action that triggers the drawer from "Open PDF" to just "Open", everywhere.

Screenshot 2024-09-11 at 8 47 03 AM

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