Manual Batch Data
This function provides manual metadata to users. The common form is applied as common values to all processed documents, regardless of whether the documents are split or not.
Details of settings:
Category | Setting | Description | Options |
|---|---|---|---|
Manual metadata | Data ID | ID for using the entered data in the input fields of other functions. | Any string except “%”. |
Data Type | Type of data the user will provide | Text, number, date, and on/off | |
Default value | Value before the user enters or edit any value. | Should match the data type. | |
Input method | Choose how to define the list of acceptable values for this field. Only available to configure on Text or Number type fields. For other types, Manual Input will be default. | Select from List: User must choose from predefined options only (dropdown/selection interface). Manual Input: The use will provide a value for this field. | |
CSV file for lookup (Select from List only) | Import multiple values at once from a CSV file. The CSV file should contain one value per line (or comma-separated values on a single line). Note: Importing a CSV will overwrite all existing values in the list. Supported format: | Supported format: | |
List values entry | Add individual values to the list one at a time. Values are validated based on the field's data type (text or number). | Text fields: Enter any text value. Duplicate values are not allowed. Number fields: Enter values in US format (1,234.56) or European format (1.234,56). Values can be reordered using ↑↓ arrows or removed with the × button. | |
Allow users to manually enter text not listed in the options. | Controls whether users can enter custom values not in the predefined list. | Checked (Open List): Users can select from the list OR type their own custom value in a text input field. As the user types, the list dynamically filters to show only matching options. If no match is found or the user continues typing beyond the suggestions, the custom value is accepted and marked with a yellow indicator. Unchecked (Closed List): Users can ONLY select from the predefined values in a strict dropdown menu. No custom input is allowed; they must choose an existing option. |