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Table Of Contents
and using the respective resize handles. As long as data selections exist, any step you add
does not remove that data selection.
Here is a small trick to extract multiple lines. Make a selection for the first line, click on Add
Extract Step, move the selection to the next line, then click Add Extract Field and so on until
the end of the data you want to extract. To actually use the data selection instead of moving it,
use the drag icon at the right of the selection and drag it into the Data Model pane to create an
extraction.
PDF and text Data Sources are unique in the sense that, if you select any extracted field in the
Data Model pane or an extract step, you can change the data selection for that extracted field in
the same way you move and resize data selections. This will modify the extraction properties
for that field.
XML
XML data is displayed as a tree view inside the Data Viewer. You can select multiple fields
inside an XML file using SHIFT-click and CTRL-click even if those fields are on different levels.
So if you start with the full name and end at the Total field, you can select all of them and drag
them into the Data Model pane for a quick extract step. You can also collapse any XML level if
you are not using it or do not need to see its content. Note that specifically for XML files, in most
cases it is not necessary to use a Goto step. For example, if a Repeat step is added, you can
see that a Goto is not added before or within th loop. This is because XML has its own method
of moving through the file, "Xpath", and we take advantage of this in the software. Once data is
extracted from the Data Source, it is possible to see exactly where all the data comes from.
Clicking on any Extract step highlights any area from which it extracts data. You can also click
on the Preprocessor step to select all the steps in the workflow to show a complete map of all
the data extracted from the Data Source. As you may have already realized, there are multiple
ways to interact with the Data Viewer, especially when creating data selections and using them
to create steps. Dragging a data selection into the Data Model pane will extract the data to the
selected location, either the record itself or the detail table. If any extract step is already
selected, fields are added to it. Dragging a data selection into an existing extract step forces
new fields to be added. A new extract step is never created. Right-clicking on a data selection
displays the actions (contextual menu) that can be done with that selection or the steps that can
be added to them. That menu also displays the keyboard shortcuts.
Window Controls
The following controls appear at the top of the Data Viewer:
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