Sample Scripts for Indexing Profiles

Below, sample scripts for extracting files using an indexing profile are listed. They can be modified and used to improve data extraction.

Creating a New Case

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dim IxDataCaseHeader

dim CreateParams(0)

CreateParams(0) = "IndexData"

dim CreateParamsVar

CreateParamsVar = CreateParams

set IxDataCaseHeader = CreateThereforeObject(CreateParamsVar)

IxDataCaseHeader.SetCaseDef("TestCase")

IxDataCaseHeader.SetField "CaseHeaderData1", "My case header data 1"

IxDataCaseHeader.SetField "CaseHeaderData2", "My case header data 2"

IxDataCaseHeader.SetField "CaseNumberData1", 9001

nCaseNo = IxDataCaseHeader.SearchCase(true)

if nCaseNo > 0 then

 SetCaseNo(nCaseNo)

elseif nCase = 0 then

 nCreatedCaseNo = IxDataCaseHeader.CreateCase

 SetCaseNo(nCreatedCaseNo)

elseif nCase = -1 then

 ScriptError("Multiple cases found.")

end if

Different date format

If the date format used on the documents data is extracted from differs from the one the Therefore™ system is set to the ToDate function can be used. For example, if the documents contain dates with format DD.MM.YYYY but the system uses another format, the following function can be used to extract the dates:

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ToDate(Extract("Invoice Date"), "DD.MM.YYYY")

Extract files from a folder

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FilesToSave = "<path or relative path to the file>"

Extracting files defined in an XML file

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FilesToSave = ExtractList ("FileName")

Handling eSignature documents based on status

Documents can be handled based on their signature status. Please note that not all providers have the same values for Signature.Status.

In this example, a keyword dictionary with the keywords 'Pending', 'Signed', and 'Declined' is defined. In the assignment field, 'keyword' is used.

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keyword = "Pending"

if Signature.Status == "completed" then

keyword = "Signed"

elseif Signature.Status == "declined" then

keyword = "Declined"

end if

Importing Line Items

Line items can be extracted as a table using a script. The following script creates a table called myTable with two columns: Text and Number.

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<myTable>

   <Text> Text1 </Text>

   <Number> 1 </Number>

</myTable>

<myTable>

   <Text> Text2 </Text>

   <Number> 2 </Number>

</myTable>

Use the following assignments:

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ExtractListTable("Text,"MyTable")
ExtractListTable("Number","MyTable"

Namespaces

Extracting namespaces from XML files

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dim namespaces(2)

namespaces(0) = "xmlns:udt='urn:un:unece:uncefact:data:standard:UnqualifiedDataType:15'"

namespaces(1) = "xmlns:ram='urn:un:unece:uncefact:data:standard:ReusableAggregateBusinessInformationEntity:12'"

namespaces(2) = "xmlns:rsm='urn:ferd:CrossIndustryDocument:invoice:1p0'"

SetNamespaces(namespaces)

Naming default namespaces

If a variable is defined using a script it can be used as assignment by simply entering the name of the variable.

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namespaces(2) = "xmlns:def='urn:oasis:names:specification:ubl:schema:xsd:Invoice-2'"

Referring to namespaces during extraction

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ExtractListXPath("/rsm:CrossIndustryDocument/rsm:HeaderExchangedDocument/ram:ID")

No file should be extracted

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FilesToSave = empty

FilesToSave = empty