Auto-Generate Mappings

Upload custom forms to the Intelligent Form Reader to automatically extract the custom form fields into a mapping definition. Or, reuse a sample document to populate the fields already extracted when creating another mapping from the same document. Further customize the mapping by appending another custom form, adding fields, or editing the auto-extracted fields.

Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions where AWSTextract1000LimitAddOn is enabled. This feature is available for use in multiple clouds.

Why: Auto-extraction helps improves the accuracy of your data and reduces manual data entry.

How: From Setup, in the Quick Find box, enter Intelligent Form Reader, and then select Intelligent Form Reader. Click New Mapping, and define the mapping name and a unique API name. In Form Type, select the type of form for which you want to create a mapping. For example, select custom form in the dropdown. To let the form reader auto-extract the fields from the custom form, click Upload File, and upload the sample form (1). In Target Object, select an object to which you want to map the form fields, then click Continue.

Select custom form

In the mapping definition page, the extracted form appears as a thumbnail (2) with the extraction status details. The auto-extracted keys appear in the Form Fields column (3). In the Target Object Fields column, select the fields that you want to map the form fields to (4). Append forms (5), add fields, or edit the auto-extracted fields as required.

Map form fields with target object fields

After it’s saved, you can reuse the mapping when creating a mapping definition using the same sample document.

Auto-Generate Mappings

See Also