PDF table configuration for data retrieval
Before you define a table in a PDF with the PdfConnector component in Pega Robot Studio, you need to meet business requirements to determine how to organize and treat the table. For example, you develop an automation that processes an invoice and reads each row to determine the number of:
- Items that are ordered.
- Items that are on backorder.
- Items that are delivered.
- Total cost of each item.
The process to extract the values from a PDF table in which you require data from each row differs from how you extract data from a specific cell of the table.
PDF table identification
Before adding table values, you add a document name and identifier for the PDF document. It is also a best practice to confirm the configuration of the tables on the Document tab. After entering the Document type name, click to highlight all tables recognized by the PdfConnector. If your table is not highlighted, you can use the Include rectangles to increase the number of tables recognized in your document if necessary.
Table values
After you have named and identified the table, the values are ready for configuration. Table value configuration occurs on the Values tab of the Add New Document Type wizard.
In the following image, click the + icons to learn more about configuring table values.
Table values in an automation
Transfer of table data requires using a LookupTable component from the Toolbox. The LookupTable needs an auto-incrementing primary key column and data columns named the same as the columns from your table. For more information about working with Lookup Tables, see the LookupTable component.
Use the LookupTable component method ReplaceTableAutoKey to assign the table value to LookupTable with an auto-incremented key. In the following image, the data from the tblInvoice PDF value is sent to the lookupTable using a new auto-incremented key value.
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