■Overview
We will analyze the image data of receipts answered in the form and add them to the database.
By adding a request to the person in charge in the middle, more reliable data addition is made possible.
■Preparation
・Prepare a specified app in kintone to store receipt information in advance.
※ For example, set fields such as "Business Name," "Total," and "Expense Type."
■Creation Method
① Select the form trigger from the trigger.
② Prepare a file type question to attach receipt data and various questions such as name and address in the form's question items.
③ On the next screen, store and input a demo receipt image and various questions as a sample and save them.
④ Press the + mark under the trigger and select the operation to read text from images/PDFs.
⑤ Select "Read Qualified Invoice" from the action and proceed to the next step.
⑥ In the file attachment method, select "Use Retrieved Value" and set the receipt file set in the form from the candidates.
⑦ For additional items to extract, the following are obtained by default. If you want to add other values such as the receipt date, please input additionally.
※ "Issuer's Name," "Issuer's Registration Number," "Transaction Details," "Amount Subject to 10%," "10% Consumption Tax," "Amount Subject to 8%," "8% Consumption Tax," "Subtotal," "Total"
※ Note that if the above default items are not included in the invoice, they will not be obtained.
※ Please refer here for detailed settings. https://intercom.help/yoom/ja/articles/8679686
⑧ Conduct a test, confirm whether the values were obtained, and save.
⑨ Press the + mark and select the operation to request a response from the person in charge.
⑩ Set an arbitrary person in charge, click the message field, and embed the value obtained in test ⑧ like "Business Name: {{Issuer's Name}}." By doing this, the obtained value is displayed as it is in the request to the person in charge.
※ Please refer here for dynamically changing values using output. https://intercom.help/yoom/ja/articles/8223528
※ It is also possible to specify the person in charge by email address (external users can be specified) and dynamically embed the email address obtained in trigger test ③, allowing the respondent to verify whether the image-analyzed receipt information is correct.
⑪ Click Add Form and directly input the item names obtained in ⑧. By doing this, it is possible to carry over the output obtained in ⑧ or use the values corrected by the person in charge.
※ Please refer here for output carryover. https://intercom.help/yoom/ja/articles/6780877
⑫ Press the + mark, select kintone from "Operate Database," then select the pre-prepared app ID and set the record addition action.
⑬ On the next page, the field names set in advance will be displayed, so click each field and input the items obtained in the operation to request a response from the person in charge in ⑪ into the corresponding column names, and the setup is complete.
.avif)
.avif)
.avif)
.avif)
