Fill Data

Executes one or more Data Fill Methods on Batch Folders to populate or enrich data fields according to configured logic.

Remarks

This activity automates the execution of Data Fill Methods across all relevant Data Field Container elements (such as Data Model, Data Section, or Data Table) within each Batch Folder in scope.

This activity is typically used to normalize, enrich, or post-process data after extraction, or to apply custom logic for data population. It is highly configurable, allowing you to target specific Content Types, select which fill methods to run, and apply post-processing Data Rules.

How It Works

• For each Batch Folder processed, Fill Data locates all Data Field Container elements associated with the folder's Content Type.
• It executes any Data Fill Methods whose name matches the configured 'Fill Method Name' property. If this property is left blank, all fill methods are executed.
• After fill methods run, any configured Data Rules are applied for further normalization, transformation, or validation.
• If 'Flag Invalid Items' is enabled, folders containing validation errors after fill and rule execution are automatically flagged for review.

Key Configuration

• Content Type Filter: Restricts processing to specific Content Types and their descendants. Leave empty to process all assigned types.
• Fill Method Name: Specifies which Data Fill Method to execute. Leave blank to run all fill methods on each container.
• Rules: A set of Data Rules to apply after fill methods, enabling post-processing such as normalization or validation.
• Flag Invalid Items: When enabled, flags folders with invalid data after processing.

Typical Use Cases

• Data Normalization: Apply a fill method to standardize data formats across documents.
• Data Enrichment: Populate additional fields using custom logic or lookups.
• Post-Processing: Run Data Rules to clean, validate, or transform data after fill methods.
• Quality Control: Automatically flag documents with missing or invalid data for further review.
• Phased Extraction: Extract portions of the document at various points during processing.
• Selective Data Preservation:
  Use Fill Data as an alternative to the Extract (Extraction) activity when some data elements are already populated and must be preserved.
  Unlike Extract, which overwrites all data by default, Fill Data only populates empty fields or those targeted by the selected fill method(s).
  This is useful in workflows where partial extraction or manual entry has already occurred and you want to avoid overwriting existing values.

Example

Suppose you have a Data Fill Method named "Normalize Dates" configured on your Data Model. To apply this method to all relevant documents:

• Set 'Fill Method Name' to Normalize Dates.
• Optionally, use 'Content Type Filter' to restrict which document types are processed.
• Add any Data Rules needed for additional validation or transformation.

Notes

• Data Fill Methods are configured on Data Field Container elements and define the logic for populating or transforming data.
• Data Rules provide a flexible way to apply additional logic after fill methods complete.
• This activity is designed for unattended, automated processing as part of a Batch Process.

Properties

See Also

Content CategoryContent ModelDocument TypeForm TypePage TypeData Rule

Used By

Batch Process StepProcessing JobBatch Object - Run ActivityExecute Activity