Use criteria to capture specific data
  • 14 May 2024
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Use criteria to capture specific data

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Article summary

In addition to capturing all list items, agents can collect specific data from a list.

In the Agent Builder:

  1. Open an agent with a Begin Item List.
  2. Right-click Begin Item List in the Actions List.
Haven’t created a list yet?
  1. Select Refine List > REFINEMENTS > Conditions.

Use Criteria to Capture Specific Data_Image1(1)

  1. Select the field you want to use in a filter. The options shown will reflect the data you are already capturing.
  2. Choose the appropriate criteria from the drop-down.
  3. Add an appropriate value to the criteria.
  4. Select ADD.
  5. Select SAVE.

Only items matching your criteria will display in the Captured Text Preview window.


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