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To accomplish this, this This article will walk through the following process:
→Configuration
In this case, let’s use '''+AI Directive''' to read through the application and do the following: pull out the applicant’s contact information, create a short summary of the application, store the organization’s details as a JSON, and answer a few basic criteria questions about the submission.
# Create a field to store the sample input text that needs to be parsed
# Create a P3 script to run any '''+AI Directives''' specified
# Create a browser button that can be click clicked to run '''+AI Directives''' ad-hoc
# Create a field for the AI to store the parsed text to
# Later, we test our Test the final configuration by doing the following:# Create a record and populate one of the fields with the sample text that needs to be parsed# Click the browser button to run the P3 script set up earlier# Reload the record to see the results
A P3 script will be used to trigger the NER Parser.
# Navigate to the desired UTA > '''Configuration Settings ''' > '''Level 1 ''' tab > '''P3 Script Editor ''' > Click the '''New P3 Script ''' button
# For '''Name''', enter “aiparseApp”
# For '''Source''', enter:
===Creating a Button to Trigger the AI NER Parser via P3 Script===
# Create a custom field with the '''Field Type ''' set to “Special - Browser Script” and set the '''Trigger Type set ''' to “On Demand”. This field will create a button on the record that will run the P3 script we created earlier. This allows us to run the P3 script ad-hoc.
# For '''Field Name''' enter “ai_browser_script”. For '''Caption''' enter “Run AI Parser”.
# Under the '''Custom Script''' input, enter the following:
# For '''Field Name''' enter “applicant_information”
# For '''Caption''' enter “Applicant Information”
# For '''+AI Directive''' enter a hashtag (#). The hashtag symbol lets the AI know that any text about related to the '''Caption''' (“Applicant Information” ) should be parsed from the original text block and stored in this field.
===Storing Organization Information in a JSON Custom Field===
===Testing your Configuration===
To test your configuration, let’s do the following:
# Create a new record in the UTA
# Save the record
# Click the browser button we created to run the AI parser
# If When the script has run successfullyfinishes running, you it will see an alert that states display the customizable “Parse Complete”alert. This may take a few minutes.
# Reload the record to see the results