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Capture a Table


Tables can be automatically captured using the Capture Table action. This action automatically recognizes the headers in a table and creates the appropriate capture actions to collect data from each column/row. If the Capture Table action is being used in a list where several pages with similar tables are being collected, the table can recognize new columns on the fly and automatically collect them.

  1. Click any part of the table.
    Header 1 Header 2 Header 3 Header 4
    Col 1 Row 1 Col 2 Row 1 Col 3 Row 1 Col 4 Row 1
    Col 1 Row 2 Col 2 Row 2 Col 3 Row 2 Col 4 Row 2
    Col 1 Row 3 Col 2 Row 3 Col 3 Row 3 Col 4 Row 3

    An example table

  2. Click Capture Table.
    'Capture Table' is the third option down from the top in the 'Create Action' window.
  3. Click Save.
  4. Click the first header in the table.
    Header 1 Header 2 Header 3 Header 4
    Col 1 Row 1 Col 2 Row 1 Col 3 Row 1 Col 4 Row 1
    Col 1 Row 2 Col 2 Row 2 Col 3 Row 2 Col 4 Row 2
    Col 1 Row 3 Col 2 Row 3 Col 3 Row 3 Col 4 Row 3
  5. Click the second header in the table.
    Header 1 Header 2 Header 3 Header 4
    Col 1 Row 1 Col 2 Row 1 Col 3 Row 1 Col 4 Row 1
    Col 1 Row 2 Col 2 Row 2 Col 3 Row 2 Col 4 Row 2
    Col 1 Row 3 Col 2 Row 3 Col 3 Row 3 Col 4 Row 3
  6. Confirm that all the table headers are recognized in the Discovered headers list.
    All the headers found in the table will appear in the box labelled 'Discovered Headers'.
  7. Click the first cell in the first row of data in the table.
    Header 1 Header 2 Header 3 Header 4
    Col 1 Row 1 Col 2 Row 1 Col 3 Row 1 Col 4 Row 1
    Col 1 Row 2 Col 2 Row 2 Col 3 Row 2 Col 4 Row 2
    Col 1 Row 3 Col 2 Row 3 Col 3 Row 3 Col 4 Row 3
  8. Click the first cell in the second row.
    Header 1 Header 2 Header 3 Header 4
    Col 1 Row 1 Col 2 Row 1 Col 3 Row 1 Col 4 Row 1
    Col 1 Row 2 Col 2 Row 2 Col 3 Row 2 Col 4 Row 2
    Col 1 Row 3 Col 2 Row 3 Col 3 Row 3 Col 4 Row 3
  9. Click the first cell in the first row.
    Header 1 Header 2 Header 3 Header 4
    Col 1 Row 1 Col 2 Row 1 Col 3 Row 1 Col 4 Row 1
    Col 1 Row 2 Col 2 Row 2 Col 3 Row 2 Col 4 Row 2
    Col 1 Row 3 Col 2 Row 3 Col 3 Row 3 Col 4 Row 3
  10. Click the second cell in the first row.
    Header 1 Header 2 Header 3 Header 4
    Col 1 Row 1 Col 2 Row 1 Col 3 Row 1 Col 4 Row 1
    Col 1 Row 2 Col 2 Row 2 Col 3 Row 2 Col 4 Row 2
    Col 1 Row 3 Col 2 Row 3 Col 3 Row 3 Col 4 Row 3
  11. Use the Discovered cells preview window to verify that the table is being captured correctly.
    This window shows how the table will be automatically captured into the agent's output collection.
  12. Click Save.
  13. The captured data from the table will now appear in the Captured Text Preview panel.
    The 'Captured Text Preview' panel is located at the bottom of the Builder under the browser window.

Notes

You can use criteria to limit which rows from the table are captured via the Refine List feature.

Managing Actions in a Table Capture List

  1. Rename fields – By default, the agent will name columns in the output collection after the columns in the table. However, you can change these field names without affecting the accuracy of the collected data. When a table capture action is renamed by the user, the agent still looks for the original field name on the page and captures the associated data.
  2. Refine Capture Text and Advanced Features – These features are available for capture actions in a table capture list, and each action within the list can be customized.
  3. Disabling Dynamic Field Recognition – Dynamic Field Recognition is a default function of a table capture list, and helps the Builder to identify when new columns have appeared in the table. When a new column appears, the agent will automatically create a new capture action to collect it, and will keep that new capture action in case the same name-value pair appears again during that job. This is enabled by default, but can be disabled easily. To learn how, visit the help topic: Disable Dynamic Field Recognition.

 

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