Mapping form labels to entity types

Required global permission - either:

• Create form label mappings
• Edit any form label mapping

A dataset might contain a large number of forms, such as tax forms, that have an identical structure and fields.

By default, Textual runs its entity detection against the form values. To improve the accuracy of the detection, you can set up mappings of form labels to entity types. For example, you might indicate that every field that has the label Government identifier be mapped to the US SSN entity type.

You can link a single form label mapping to a dataset. Within the dataset, you can then adjust the label mappings.

Viewing the list of form label mappings

To display the list of form label mappings, in the Textual navigation panel, click the form label mappings icon.

Form label mappings page

Information on the form label mappings list

For each mapping, the Form label mappings page includes:

• The name of the mapping
• The number of mapped labels in the mapping
• The number of datasets that use the mapping

Filtering the list

To filter the list, in the search field, type text in the mapping name.

As you type, Textual filters the list to only include matching mappings.

Sorting the list

You can sort the list by the mapping name.

To sort the list, click the Name column heading.

To reverse the sort order, click the heading again.

Adding, editing and removing form label mappings

Adding a mapping

To add a mapping:

1. Either:

   • To create a completely new mapping, click New form label mapping.
   • To start with an existing mapping, click the copy icon for the mapping to copy.
2. On the New mapping panel, in the Mapping name field, provide a name for the mapping.

New mapping panel for creating a new form label mapping

1. Click Next.

You can then configure the individual label mappings.

Changing the mapping name

From the mapping details, you can change the mapping name.

To change the name of an existing mapping:

1. In the mappings list, click the mapping.
2. On the mapping details, in the Name field, provide the new name for the mapping.

Deleting a form label mapping

Deleting a form label mapping does not affect the datasets that link to the mapping.

To delete a form label mapping, in the mappings list, click the delete icon for the mapping.

Identifying and mapping individual labels

To create the mappings of individual form labels to entity types, you upload example form PDF files to the mapping configuration.

In each uploaded file, Textual identifies labels that you can map to entity types. A field label might be a simple label in front of a value or it might be a table heading.

Form label mapping details with mapped fields

Textual automatically saves the changes to the individual label mappings.

Adding and removing example files

On the file details page, the list of example form files displays at the left.

The files must be PDF files.

For the first file, either:

• Drag and drop the file to the empty file display.
• Click Upload a sample form, then search for and select a file.

To add additional files:

1. In the list of files, click Add file.
2. Search for and select the file.

Displaying the file details

To display the content of a file, in the file list, click the file name.

Mapping a detected label to an entity type

In each file, Textual identifies and highlights the labels that you can map.

To map a label:

1. Click the label.

Mapping a deteccted label to an entity type

1. From the entity type dropdown list, select the entity type to map the label to.
2. Click Apply.

Textual adds the label and its mapped entity type to the Mapped form labels list at the right. Textual automatically maps the same label elsewhere in the form label mapping. You cannot map the same label to different entity types.

Identifying a label manually

If Textual does not identify all of the labels, you can identify a label manually.

1. Click Add Mapping.
2. Use the mouse to draw a box around the label.
3. From the entity types dropdown list, select the entity type to map the label to.
4. Click Apply.

Textual adds the label and its mapped entity type to the list at the right.

Removing the mapped entity type for a label

To remove the mapped entity type, either:

• In the Mapped form labels list, click the delete icon for the label.
• In the file content, click the mapped label, then click Clear Tag.

Removing a file

To remove a file from the configuration, in the file list, click its delete icon.

When you remove a file, Textual also removes the mapped labels from the list. Textual does not remove labels that are still present in other mapping files.