Validation Station

Certain inputs need to be provided for the Validation Station to function. Here is a list with the minimum required inputs in order to configure the Validation Station as an attended activity:

You can use the Present Validation Station activity anywhere in your workflows.

An attended activity is functional only if the file that needs to be processed is available locally on the machine that executes the process.

At run-time, a window opens and displays the Validation Station allowing any interaction from the user side.

Increase your productivity by creating an orchestration process that adds document validation actions in Action Center, in both on-premises Orchestrator or its Automation Cloud Orchestrator counterpart. This action reduces your need for storing the documents locally, having a robot installed on each human's operated machine, or having the robot wait for human users to finish validation.

This approach requires you to have your robot connected to your Orchestrator and to build a project of type Orchestration Process in UiPath Studio. You can publish your project to Orchestrator once it is ready. Here you can find more details about this process.

When running a project with UiPath Orchestrator, you need to make use of the Create Document Validation Action and Wait for Document Validation Action and Resume activities because this is how you are creating the connection between the unattended robots executing the automatic part and the Knowledge Workers that can pick up actions from Action Center (on-premises or cloud-based).

In this scenario, the Validation Station UI is displayed directly in UiPath Orchestrator's Action Center but has the same functionalities as the one run as an attended activity.

The right area of the Validation Station contains an interactive version of the original document, in which text or document sections can be selected, and words can be clicked based on the output of the digitization process.

This area also contains options for zooming in and out, selecting and rotating pages, searching through the document, or switching to text view.

Here are the options available in the right part of the Validation Station screen:

Here is an example of how to use the Toggle, Zoom In, Zoom Out and Reset Zoom options:

To zoom in or out, you can also** use the CTRL+scroll mouse wheel combination**: CTRL+scroll up to view a specific section of the document; CTRL+scroll down to view a larger section of the document.

The below example illustrates the Rotate option:

The next example explains how to use the Search option:

There are many keyboard shortcuts that can be used to optimize the human interaction with the Validation Station. We encourage you to use them as much as possible. These can be reviewed in the Keyboard Shortcuts popup.

Visualize the available keyboard shortcuts:

The left area displays the document type you have selected for the current validation and enables you to select the state of each element and link it to its corresponding word or area in the document.

You can use the field shortcuts to assign values to a field or to toggle between fields. Once a value is assigned to a field, it is highlighted in accordance with the color of the selected field.

All fields that contain information have an Options drop-down menu that can be accessed by clicking on the button. A drop-down list becomes visible, displaying multiple editing options.

The menu includes the following options:

There are several ways of selecting text while using the Validation Station wizard. Using them allows you to quickly navigate through the entire document and easily select the desired words for validating a field.

Here is a list of all the available selection options:

Area selection can be observed below:

Edit the field's value - Changes the content of a field by positioning the mouse on that field, clicking the value, and adding the desired input.

The option - Reverts the field to its prior state. One-click on this option takes you one step back, meaning that if you had several changes on that field, multiple clicks might be required for returning to a certain value. This field is active only when a value was previously modified or deleted.

The option - Adds a value to the field by using the Custom area or Tokens selection. The button becomes available when a selection is made in the document and differs from the one in the field. The selection can be made for multi-value fields at all times, and for single-value fields only if no value is present for that field.

The option - Confirms the information included into the field. Once confirmed, the check box turns blue, like this .

The interface of the Validation Station is interactive, meaning that when a field is selected on the left side, the right side moves the focus on it by highlighting it.

The option - Enables you to select and add additional values from the document to a specific field.

The option - Enables you to add a value to a field without requiring reference from the document.

Below you can find explanations for all the options available for a table field:

All table fields have a drop-down menu with the following options:

The drop-down menu available at the end of each row has the following options:

You can define the table header when using the Extract new table option by enabling the Extract header function, by selecting the information from the document, or by transforming one of the existing rows into the table's header.

A table can manually be selected and defined, straight from the Validation Station wizard. If no table is selected, or if you are not happy with the automatic selection, then you can use the options available on the drop-down menu found at the end of the first row.

Below you can see an example of how to extract a new table row and how to use the available options. The Extract header function is not available when appending rows.

Here is how you can extract a new table by using the Extract new table option:

You can click the Save new table button to automatically confirm all fields or you can deny the operation by clicking the No button, return to the table selection, and manually confirm each field.

Number, date, and address fields allow you to review and correct formatted (parsed) parts of a specific value. The editable parts are as follows:

When you extract or correct a value for a field of any of these types, the Validation Station tries to automatically parse the value into its formatted components.

The language setting displays the detected prevalent language within the document, as identified during the digitization process. This enables the Validation Station to parse numbers and dates more accurately, according to the language of the document. You can change the language setting by using the drop-down menu. By doing so, when you manually extract or change a date or number value, the Validation Station will first try to format the selected string according to the selected language, and will fallback to English US if parsing is not successful as such. The formatting function only applies to the editable formatted parts of a value, not to the original string value.

To ensure the best automatic formatted value detection, we recommend you check the detected language and correct it if necessary.

You have the option to report a document as an exception. If this situation occurs, the Present validation Station throws an exception that should be caught by the RPA workflow and treated separately. The exception message displays the Reason for Exception filled in by the user.

Here is how you can report a document as an exception:

You have the option to manually or automatically confirm all fields. For manual confirmation, you need to select the check box of each field. If a check box is not manually confirmed, then this process is automatically done when the Save button is clicked, and then the action is confirmed by clicking the Continue & save button.

The following options are available on the bottom side of the Validation Station: