Help and support

Introduction to App or Form Data View   

This view focuses on the data collected through your applications and forms. It presents the user submitted information in a clear and organized way. 

Let’s explain it with an example: 

Ever wished you had a central location to access all the information you've provided through our apps and forms? Well, this view is your answer! It acts like a personalized dashboard, bringing together all your submissions in a clear and organized way. 

Here's what makes this view so valuable

• Effortless Access: Forget scouring through individual apps or forms – this view eliminates the hassle. It consolidates everything into a single, unified platform, saving you time and frustration. Imagine all your past orders, survey responses, or support tickets neatly organized in one place, readily available at your fingertips.
• Clear Presentation: The information won't be presented in a raw, overwhelming format. This view takes the data and transforms it into a user-friendly format, often using tables, charts, or other visual aids. This clear structure allows you to easily scan through the information, identify trends, or pinpoint specific details you need.
• Enhanced Understanding: Beyond just seeing the data, this view can empower you to gain deeper insights. By presenting the information in a structured way, it can help you identify patterns or trends in your interactions with our applications. For example, you might see how your usage patterns have evolved over time or gain a better understanding of the types of support tickets you typically submit.
• Simplified Management: This view isn't just for browsing – it can also be a powerful tool for managing your data. Depending on the specific application, you might be able to edit or update certain information directly within this view. This streamlines the process and gives you more control over your data. 

In essence, this view is a comprehensive record of your interactions with our applications. It provides transparency, simplifies information access, and empowers you to understand and manage your data more effectively. 

Creating an App or Form Data View: A Step-by-Step Guide

Let's walk through the process of creating a App or Form Data View, a powerful tool that allows you to tailor data specifically for your AI model training needs. 

1. Accessing Data Views: 

• Head over to the top navigation bar and click on the "Data Views" option.
• Within the Data Views section, you'll see a tile labeled "Data Verification/Validation". Clicking on this tile. 

2. Finding Your App or Form Data View: 

• Users should click on the "App or Form Data View" tab and see a list view of existing Data Views.
• This list view allows you to search for specific Data Views, download the entire list for reference, or change how the list is displayed by clicking on the "View Columns" button. 

3. Creating a New App or Form Data View: 

• If you need a new Data View, click the "Create App or Form View" button within the Data Views section. 

4. Filling in the Details: 

• App or Form View Name: Give your Data View a unique and descriptive name using only letters, numbers, and underscores up to 45 characters (no spaces or special characters).
• Also, users can not create a name starting with “auto_”
• App or Form View Description: Here's your chance to explain what this Data View represents. A detailed description will be crucial for training your AI model accurately.
• Relative Past Days: This lets you specify how many days' worth of data you want to include from the past.
• Record Created Date: Define a specific date range to narrow down the data you want to use.
• Include Line Items/App or Form Data: Check this box to include detailed data entries alongside the overall summary.
• Data Group Union: This option allows you to combine multiple data groups into a single, unified Data View.
• OCR Selection Analytics (Optional): Enable/disable this option based on whether you want to analyze data selected through Optical Character Recognition (OCR) technology.
• Skip Repeated Label Values: Check this box if you want to incorporate this Data View into your data flow rules, it will skip the repeated labels in the view.
• Use in Dataflow Rules (Optional): Check this box if you want to incorporate this Data View into your data flow rules.
• Default No. of Records: This sets the number of data entries displayed by default (currently set to 1000). You can modify this number to fit your needs.
• Application ID: Select the type of application this Data View pertains to, such as Training, Email, Data Flow, or Form.
• Once you've filled in all the details, click the "Save" button to create your new App or Form Data View. 

That's it! Now you have a custom-built App or Form Data View ready to use for training your AI model. 

From the list view let's understand the concept of Data View editing and deletion: 

Viewing and Managing Data Views

1. Listing View: You can now see a list of all your created data views.
2. Edit and Delete Options: On the right side of each data view listing, you'll find icons for Edit and Delete. 

• Edit: Click the Edit icon to modify an existing data view. This will take you to the edit view for that specific data view.
• Delete: Click the Delete icon to remove a data view from the list. 

Editing Data Views

Here's how to edit the number of days used in your data view: 

3. Access Data View: Navigate to the "Data Validation/Verification" section and select the tab containing the data view you want to edit.
4. Edit Relative Past Days: Locate the field where you define the number of past days considered in your data view. You can then adjust the value to your desired timeframe.
5. Save Changes: Click the "Save" button to confirm your edits. The data view will be updated with the new settings. 

Deleting Data Views

• To permanently remove a data view, simply click the "Delete" icon next to it in the listing view. This action cannot be undone, so please be sure you want to delete the data view before confirming. 

Additional Notes: 

• This explanation focuses on editing the "relative past days" for now, but the edit view might allow for more modifications depending on the specific features of our data view system. 

I hope this explanation clarifies the process of editing and deleting data views! 

Viewing Extracted Data and Performing Validation

When you create a data view, you'll see a list of them on the data view page. Each data view will have its name displayed. Clicking on a specific data view name will take you to a detailed view of that data set. 

This detailed view provides two key functionalities: 

1. Examining Extracted Data: Here, you'll be able to see the actual data that has been extracted from your source. This data will be presented in a clear and organized table format, allowing you to easily browse through individual records and specific data points.
2. Validating and Verifying Data: Having direct access to the extracted data empowers you to perform important data quality checks. You can visually inspect the data for accuracy, completeness, and consistency. This allows you to ensure that the information retrieved by the data view matches your expectations and can be used for further analysis with confidence. 

Understanding Top Navigation Options

In addition to the detailed data view, you'll also find a set of options on the top navigation bar. Each of these options serves a specific purpose in managing your data view: 

These options will likely vary depending on the specific data view tool you're using, but they typically provide functionalities like: 

Verifying Extracted Data

• Download: 

  • Downloading the CSV Master Template

  • The CSV Template is designed for bulk data management. It allows you to export existing records, make changes offline, and re-import them.
  • How to download: Navigate to the Data View and click the Download CSV button.
  • What’s included: The file will contain all primary data fields along with their associated line items.
  • Updating data: You can add new rows or modify existing ones directly within the CSV file using any spreadsheet software.

  • Exporting Specific Row Data

  • If you only need data from specific records, you can perform a selective export. This is useful for focused reporting or auditing.
  • Selection: In the Data View, select the checkbox next to the desired row(s).
  • Format Options: Depending on your needs, you can export the selected data in three formats:

  • Format	Best Use Case
    CSV	General data manipulation and bulk re-uploading.
    XLS (Excel)	Detailed reporting, styling, and complex data analysis.
    JSON	Technical workflows, API testing, or developers needing raw data structures.

  • Downloading Line Items

  • "Line items" refer to the sub-data nested within a specific record. You can extract these individually to get a granular view of a single entry.
  • To download Line Items: Select a single row and choose your preferred download format (CSV, XLS, or JSON).
  • Output: The resulting file will display only the line items associated with that specific selected row.

  • Re-uploading Your Data

  • Once you have modified your CSV file, you can sync those changes back into the system.
  • Process: Navigate to the Form View.
  • Action: Use the Upload utility to select your edited CSV file.
  • Result: The system will parse the file and update the records or add new line items accordingly.
• Upload: Upload your original documents (when data flow is assigned) and download the data in various formats (CSV, Excel, etc.) for comparison. 

Rules:  

• Function Rules: Cleanse and manipulate data using functions like Find & Replace, Concatenate, Split, and Date conversion.
• Calculation Rules: Perform calculations on your data with formulas and aggregations (totals & subtotals).
• Cross-reference & Verification: Ensure data accuracy by cross-referencing documents and applying verification methods like mandatory fields, threshold values, and duplicate checks. 

Taking Action on Your Data

• Verify & Duplicate Management: Manually verify data, filter and manage duplicates with ease.
• Review & Annotate: Deep dive into specific data points by reviewing the document and adjusting as needed.
• Send & Design: Share data insights with colleagues through quick reports or custom email designs (requires email design setup).
• PDF Preview: Generate a PDF preview of your data for clear presentation (requires PDF design setup).
• Save & Delete: Make permanent changes to your data or remove unwanted rows.
• Undo & Redo: Navigate through changes with undo and redo functionality.
• Refresh: Restore the data view to its original state.
• Actions: Set data relevance, mark duplicates, and reset column settings for better organization. 

Customization and Preferences

Settings:  

• Train text classification models for more precise data handling.
• Set up data flows for automated data processing.
• Design custom email templates for data sharing.
• Choose preferred date format.
• Control the display of total rows and long text for optimal data visualization. 

By utilizing these features, you can confidently verify, manage, and leverage your data for informed decision-making.  

Potentially exporting the data for further use in other tools or applications. 

By understanding the detailed view and the functionalities offered by the top navigation options, you can effectively manage your data views, ensure data quality, and leverage the extracted information for further analysis and insights. 

This explanation uses a clear breakdown, an engaging example, and highlights the benefits of reviewing trained documents.