Smart Extract fields and views
Two things are particular to a Smart Extract: the field list you define on Overview, and the Views tab, which narrows which fields each team sees.
- The IntelieDocs module visible in your left-hand navigation.
- A Smart Extract orchestrator, and a role that can read your workspace roles, departments and groups.
If IntelieDocs isn't in your navigation, your role doesn't have visibility for it — ask a workspace administrator, or see Permissions and module visibility.
Steps
Select Smart Extract under All Orchestrators, then your extract. Overview shows its Type — User Defined or Pre Defined — then Fields Details and Special Instructions.
In Fields Details, select Add Field. Name is the JSON key values are read by, Alias the label shown in the UI and exports, Description what the model should look for. Required marks a field every document must carry.
Pick a Type — String, Integer, Decimal, Boolean, Date, Email, URL or Table. Table hides Default Value and Example. Validation Pattern is an optional regular expression the value must match.
On the Views tab, select Add View: name it on DETAILS, choose its fields, say who it is for on MANAGE VISIBILITY SCOPE, then select Submit.
What success looks like
- Each field is a row in Fields Details with its TYPE; select a NAME to edit it.
- A View created message appears, and the view is listed on Views with its field count under FIELDS.
The default view
Every Smart Extract has a default view — the fallback for anyone with no view of their own. It
shows * in the scope columns and in FIELDS because it includes every field, and it has no
delete action; its scope cannot be edited. A view you add can only name people the extract's own
Visibility Scope already admits.
If something goes wrong
| Symptom | Likely cause | What to do |
|---|---|---|
| Submit stays disabled on a new extract. | No fields yet, or two share a name. | Focus the button — the tooltip reads Add at least one field or Field names must be unique. |
| Default Value and Example vanish. | Type is set to Table. | Expected; change the type if you need them. |
| Enter a valid regular expression. | Validation Pattern is not valid. | Correct it, or clear it — the pattern is optional. |
| The Views tab shows an access error, not the table. | Your role cannot read the workspace roles, departments and groups. | Ask an administrator — see Permissions. |
Next
- Orchestrator basics — the shared tabs.
- Visibility scope — who sees the extract.
- Reviewing extracted fields — what came out.