Data Collection Order of Operations - Revision history

Dgreenwood: /* Data collection during Review */

2026-01-29T16:31:21Z

Data collection during Review

← Older revision		Revision as of 11:31, 29 January 2026
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	# A Lookup Specification populates it		# A Lookup Specification populates it
	# A user manually executes a command that populates data:		# A user manually executes a command that populates data:
	#* The Extract command will re-run Extract on the entire Data Model.		#* The "Extract" command will re-run Extract on the entire Data Model.
	#* The "Fill Data" command will run a Fill Method on its container.		#* The "Fill Data" command will run a Fill Method on its container.
	#* The "Execute Lookup" command will run a Lookup Specification on its container.		#* The "Execute Lookup" command will run a Lookup Specification on its container.

Dgreenwood: /* Data collection during Review */

2026-01-29T16:30:03Z

Data collection during Review

← Older revision		Revision as of 11:30, 29 January 2026
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	# A Lookup Specification populates it		# A Lookup Specification populates it
	# A user manually executes a command that populates data:		# A user manually executes a command that populates data:
	#* The Extract command will re-~~runs~~ Extract on the entire Data Model.		#* The Extract command will re-run Extract on the entire Data Model.
	#* The "Fill Data" command will run a Fill Method on its container.		#* The "Fill Data" command will run a Fill Method on its container.
	#* The "Execute Lookup" command will run a Lookup Specification on its container.		#* The "Execute Lookup" command will run a Lookup Specification on its container.

Dgreenwood: /* Data collection during Review */

2026-01-29T16:29:45Z

Data collection during Review

← Older revision		Revision as of 11:29, 29 January 2026
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	# A "Validate Rule" populates it		# A "Validate Rule" populates it
	# A Lookup Specification populates it		# A Lookup Specification populates it
	# A user manually re-runs Extract on the entire Data Model		# A user manually executes a command that populates data:
			#* The Extract command will re-runs Extract on the entire Data Model.
			#* The "Fill Data" command will run a Fill Method on its container.
			#* The "Execute Lookup" command will run a Lookup Specification on its container.
			#* The "Run Rule" command will run a Data Rule on its container.

	=== Calculated Values and Validate Rules ===		=== Calculated Values and Validate Rules ===

Dgreenwood: /* Data collection events */

2025-10-03T15:53:04Z

Data collection events

← Older revision		Revision as of 10:53, 3 October 2025
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	:* '''''Validate All''''' – This event checks the entire Data Model at once. The Validate All event executes:		:* '''''Validate All''''' – This event checks the entire Data Model at once. The Validate All event executes:
	:** At the very end of the Extract activity		:** At the very end of the Extract activity
	:** ~~When~~ a ~~document opened~~ in a Review ~~task~~		:** Manually when a user executes the "Validate All" command (<kbd>F9</kbd>) in a Review tasks from the the Data Viewer
	:* '''''Validate Field''''' – This event checks each individual Data Field. This is triggered every time a Data Field's value changes. Including when changed by:		:* '''''Validate Field''''' – This event checks each individual Data Field. This is triggered every time a Data Field's value changes. Including when changed by:
	:** The Data Field's extractor		:** The Data Field's extractor

Dgreenwood: /* Calculated Values and Validate Rules */

2025-10-03T15:44:54Z

Calculated Values and Validate Rules

← Older revision		Revision as of 10:44, 3 October 2025
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	Fields are populated by Calculated Value expressions and Data Rules using "Validate Rule" configurations during validation events.		Fields are populated by Calculated Value expressions and Data Rules using "Validate Rule" configurations during validation events.
			* Data Field values are validated by the "Validate Field" event whenever the field's value changes.
			* Data Column cell values are validated by the "Validate Cell" event whenever the cell's value changes.

	=== Lookup Specifications ===		=== Lookup Specifications ===

	Lookup Specifications occur in real-time as users enter data according to their "Trigger Mode" configuration.		Lookup Specifications occur in real-time as users enter data according to their "Trigger Mode" configuration.

Dgreenwood: /* Extract order of operations */

2025-10-03T15:41:36Z

Extract order of operations

← Older revision		Revision as of 10:41, 3 October 2025
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	#* Fields populated by Lookup Specifications are collected.		#* Fields populated by Lookup Specifications are collected.
	#* Each Lookup Specification executes in order from first to last, according to their "Trigger Mode". Manual lookups will never execute during the lookup phase.		#* Each Lookup Specification executes in order from first to last, according to their "Trigger Mode". Manual lookups will never execute during the lookup phase.
			#*<li class="attn-bullet"> Be aware if a lookup field is empty (null or blank), the Lookup Specification will not attempt the lookup. Before executing a lookup, Grooper checks the values of all lookup fields. If any are missing, the lookup is skipped. Furthermore, no Miss Disposition is applied when the lookup is skipped.
	#* Validation events occur during the lookup phase every time a field's value changes.		#* Validation events occur during the lookup phase every time a field's value changes.
	#** Fields populated by Calculated Value expressions are collected.		#** Fields populated by Calculated Value expressions are collected.

Dgreenwood: /* Data collection events */

2025-10-03T15:20:14Z

Data collection events

← Older revision		Revision as of 10:20, 3 October 2025
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	: Lookup events execute Lookup Specifications to enrich document extracted data with data from external systems, like a database. Lookup Specifications can be used to populate Data Fields and Data Column cells with external data or validate Data Fields and Data Column cells matches external data.		: Lookup events execute Lookup Specifications to enrich document extracted data with data from external systems, like a database. Lookup Specifications can be used to populate Data Fields and Data Column cells with external data or validate Data Fields and Data Column cells matches external data.
	: Lookup events occur at the end of the Extract activity and during document review in the Data Viewer, based on its "Trigger Mode" configuration. If and how a Lookup Specification runs is determined by its "Trigger Mode" configuration.		: Lookup events occur at the end of the Extract activity and during document review in the Data Viewer, based on its "Trigger Mode" configuration. If and how a Lookup Specification runs is determined by its "Trigger Mode" configuration.
	:* Auto - The lookup occurs every time the lookup field's value changes. Target fields are always updated.		:* '''''Auto''''' - The lookup occurs every time the lookup field's value changes. Target fields are always updated.
	:* Conditional - The lookup occurs when the lookup field's value changes '''only if''' the target fields are empty.		:* '''''Conditional''''' - The lookup occurs when the lookup field's value changes '''only if''' the target fields are empty.
	:* Custom - A code expression is used to determine if the lookup occurs. If the expression evaluates to true, the lookup occurs. If it evaluates to false, it does not.		:* '''''Custom''''' - A code expression is used to determine if the lookup occurs. If the expression evaluates to true, the lookup occurs. If it evaluates to false, it does not.
			:* '''''Manual''''' - The lookup must be initiated by a user in the Data Viewer using the "Execute Lookup" (<kbd>Alt + L</kbd>) command in the lookup field. Manual lookups will never occur during Extract.


	== Extract order of operations ==		== Extract order of operations ==

Dgreenwood: /* Data collection during Review */

2025-10-03T15:17:07Z

Data collection during Review

← Older revision		Revision as of 10:17, 3 October 2025
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	# A Lookup Specification populates it		# A Lookup Specification populates it
	# A user manually re-runs Extract on the entire Data Model		# A user manually re-runs Extract on the entire Data Model

			=== Calculated Values and Validate Rules ===

			Fields are populated by Calculated Value expressions and Data Rules using "Validate Rule" configurations during validation events.

			=== Lookup Specifications ===

			Lookup Specifications occur in real-time as users enter data according to their "Trigger Mode" configuration.

Dgreenwood: /* Data collection during Review */

2025-10-03T15:14:45Z

Data collection during Review

← Older revision		Revision as of 10:14, 3 October 2025
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	== Data collection during Review ==		== Data collection during Review ==

	There are five ways a Data Field or Data Column cell is ~~populated~~ during a Review task:		There are five ways a Data Field or Data Column cell is collected during a Review task:
	# A user manually enters it		# A user manually enters it
	# A Calculated Value expression calculates it		# A Calculated Value expression calculates it

Dgreenwood: /* Data Collection during Review */

2025-10-03T15:14:36Z

Data Collection during Review

← Older revision		Revision as of 10:14, 3 October 2025
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	#** Fields populated by Data Rules using a "Validate Rule" are collected.		#** Fields populated by Data Rules using a "Validate Rule" are collected.

	== Data ~~Collection~~ during Review ==		== Data collection during Review ==

	There are five ways a Data Field or Data Column cell is populated during a Review task:		There are five ways a Data Field or Data Column cell is populated during a Review task: