Configure a derived skill

Customize fields, validation rules, and recognition settings on a derived skill while keeping it linked to its read-only base skill.

A derived skill inherits all of its fields, rules, and recognition settings from the base skill — and you can customize each of those independently.

Configure fields

A derived skill inherits all the fields from its base skill. You can disable or delete inherited fields that you do not need or add new fields to extract additional data.

Add a field

In a derived skill, you can add a new field in the same way as in a custom skill. For information about how to add a field, see Adding Fields. Any fields you create in a derived skill will not be included in its base skill.

Disable a field

To disable an inherited field:

1. Open Skill Settings

   In the Skill Designer, click the Skill Settings icon to the right of the skill name.

2. Turn off the field

   In the dialog box that opens, click the Fields tab and turn off the corresponding toggle in the row with the field properties. If necessary, you can re-enable a previously disabled field at any time.

When you disable a field, all its associated rules are also disabled. If you re-enable a field and want to continue using its associated rules, you must manually enable them. For information on how to manage rules, see Configure validation rules.

Remove a field

To remove a field you created:

1. Click the delete icon

   In the data form, click the delete icon to the right of the field name.

2. Confirm removal

   Click Remove.

Until you save the settings, you can restore the field by clicking Restore Settings From Base Skill in the bottom left corner of the Field Settings dialog box. If you have already saved changes and published the skill, you can revert to the previous version of the skill by opening it for editing and publishing it again.

Set up field properties

In the Field Settings dialog box, you can adjust the settings of fields inherited from the base skill. To open the Field Settings dialog box, in the Skill Designer, click the field settings icon to the right of a field.

The following settings always match the settings of the base skill and cannot be changed:

• In the General group, the Allow Multiple Items property
• In the Text Appearance group: All properties
• In the Value group, for a field with the Text data type, the Regular expression property
• The Barcode type property of a barcode field

You can reset the new settings to the settings for the base skill at any time by clicking Restore Settings From Base Skill in the bottom left corner of the Field Settings dialog box.

Edit layout

You can edit the appearance of the data form:

• Change the layout of the data form. For more information, see Editing data form layout.
• Restore the layout. To do this, click Restore Layout from Base Skill in the Actions pane. The layout will be restored, and any custom fields you added to the derived skill will be listed at the bottom of the data form. If custom fields were added to a group, these will be listed at the bottom of the group.

Configure validation rules

A derived skill inherits all the validation rules of its base skill. Inherited rules cannot be edited. However, you can copy inherited rules and modify the copies. The modified copies will be used instead of the original rules with the same names.

You can turn off inherited rules that are not required for document processing or add new rules to validate extracted data.

Turn off a validation rule

To turn off a validation rule:

1. Open Skill Settings

   In the Skill Designer, click the Skill Settings icon to the right of the skill name.

2. Turn off the rule

   In the Skill Settings dialog box, go to the Rules tab and turn off the rule you want. You can turn it back on at any time.

Create a new rule

You can create a new rule in the same way as in a custom skill. For information on how to create a rule, see Rule Verification. Any rules you created in a derived skill will not be included in its base skill.

Remove a new rule

To remove a new rule:

1. Select the rule

   On the Rules tab of the Skill Settings dialog box, select the rule you want to remove.

2. Delete and save

   Click the delete icon, and then click Save.

Until you save the settings, you can restore the rule by clicking Restore.

Configure recognition settings

A derived skill inherits the recognition settings from its base skill.

To improve recognition speed, disable unnecessary recognition languages in a derived skill. You can also disable the Handwritten option if your documents do not contain any handwritten text.

You cannot select any other languages or enable the Handwritten option if they are disabled in the base skill.

Related topics

Derived skills

What derived skills are and how they relate to base skills.

Update a derived skill

Update a derived skill to a newer version of its base skill while keeping your changes.

Skill Catalog

Discover, publish, and reuse skills across your tenant.

Adding fields

Add custom fields to a Document skill.

Rule verification

Configure validation rules for extracted field values.