Custom format templating

Installation

"Custom format templating" extension is provided and maintained by Rossum.ai in the form of webhook. To start using it, follow these steps:

1. Login to your Rossum account.
2. Navigate to Extensions → My extensions.
3. Click on Create extension.
4. Fill the following fields:
   1. Name: Custom format templating
   2. Trigger events: Export
   3. Extension type: Webhook
   4. URL (see below)
5. In "Advanced settings" select Token owner (should have Admin access)
6. In the "Additional notification metadata" enable Schemas
7. Click Create the webhook.

Work in progress

We're still working on this part and would love to hear your thoughts! Feel free to share your feedback or submit a pull request. Thank you! 🙏

Environment	Webhook URL
EU1 Ireland	https://elis.custom-format-templating.rossum-ext.app/
EU2 Frankfurt	https://shared-eu2.custom-format-templating.rossum-ext.app/
US east coast	https://us.custom-format-templating.rossum-ext.app/
Japan Tokyo	https://shared-jp.custom-format-templating.rossum-ext.app/

Basic usage

Work in progress

We're still working on this part and would love to hear your thoughts! Feel free to share your feedback or submit a pull request. Thank you! 🙏

Tracking issue: https://github.com/rossumai/university/issues/382

Available configuration options

{
  "export_configs": [
    {
      "content_encoding": "utf-8",

      // Name of the export template used for later reference in the export pipeline.
      "export_reference_key": "example_invoice_template",

      // In-line template of the file to be exported. You can either use this in-line version or
      // use `file_content_template_multiline` for multiple lines instead.
      "file_content_template": "…",

      // Multiline template of the file to be exported. You can either use this multipline version
      // or use `file_content_template` for in-line templates instead.
      "file_content_template_multiline": [
        // Rows of the template. Each row is a new line (no need for "\n" separators).
        "…",
        "…"
      ]
    }
  ]
}

Configuration examples

warning

Maximum five export configs can be defined per annotation export.

Custom CSV

Define CSV header fields as well as the actual datapoints to be exported:

{
  "export_configs": [
    {
      "export_reference_key": "export_annotation_to_csv",
      "file_content_template": "Document ID,Document Type,Quantity\n{{field.document_id}},{{field.document_type}},{{field.line_items[0].item_quantity}}"
    }
  ]
}

Alternatively, it is possible to leverage file_content_template_multiline for better readability:

{
  "export_configs": [
    {
      "export_reference_key": "export_annotation_to_csv",
      "file_content_template_multiline": [
        "Document ID,Document Type,Quantity",
        "{{field.document_id}},{{field.document_type}},{{field.line_items[0].item_quantity}}"
      ],
      "content_encoding": "utf-8"
    }
  ]
}

Both of the configurations should generate something like this:

Document ID,Document Type,Quantity
123456,tax_invoice,750

It is also possible to iterate line items:

{
  "export_configs": [
    {
      "export_reference_key": "export_annotation_to_csv",
      "file_content_template_multiline": [
        "Document ID,Document Type,Item Description,Item Quantity",
        "{% for item in field.line_items %}{{field.document_id}},{{field.document_type}},{{item.item_description}},{{item.item_quantity}}\n{% endfor %}"
      ],
      "content_encoding": "utf-8"
    }
  ]
}

The generated CSV would now contain all the line items, for example:

Document ID,Document Type,Item Description,Item Quantity
123456,tax_invoice,AWS services #1,750
123456,tax_invoice,AWS services #2,750
123456,tax_invoice,AWS services #3,750

info

Note that such created CSV is not available anywhere in the UI, but it's rather created as a "document" which is referenced via annotation metadata (on annotation export event).

{
  // …
  "metadata": {
    "custom_format_exports": [
      {
        "document": "https://elis.rossum.ai/api/v1/documents/123456",
        "export_reference_key": "export_annotation_to_csv"
      }
    ]
  }
}

This extension is typically to be used in combination with REST API Export extension which knows how to work with it.

Custom XML

Similarly to other formats, custom XML can be defined using the following template (notice the | upper filter):

{
  "export_configs": [
    {
      "export_reference_key": "export_annotation_to_xml",
      "content_encoding": "utf-8",
      "file_content_template_multiline": [
        "<ROSSUM>",
        "  <INVOICE>",
        "    <HEADER>",
        "      <DOCUMENT_ID>{{ field.document_id }}</DOCUMENT_ID>",
        "      <DOCUMENT_TYPE>{{ field.document_type }}</DOCUMENT_TYPE>",
        "      <DOCUMENT_LANGUAGE>{{ field.language }}</DOCUMENT_LANGUAGE>",
        "      <DATE_ISSUE>{{ field.date_issue }}</DATE_ISSUE>",
        "      <DATE_DUE>{{ field.date_due }}</DATE_DUE>",
        "      <CURRENCY>{{ field.currency | upper }}</CURRENCY>",
        "      <AMOUNT_TOTAL>{{ field.amount_total }}</AMOUNT_TOTAL>",
        "      <AMOUNT_TOTAL_TAX>{{ field.amount_total_tax }}</AMOUNT_TOTAL_TAX>",
        "    </HEADER>",
        "  </INVOICE>",
        "</ROSSUM>"
      ]
    }
  ]
}

tip

If the fields may include any of the following chars (>, <, &, or ") you SHOULD escape it unless the variable contains well-formed and trusted HTML/XML like so: { field.name|e }

You can learn more about this (and other) filter(s) here: https://jinja.palletsprojects.com/en/stable/templates/#working-with-manual-escaping

Custom JSON

Creates custom JSON templates with some header fields and line items (iteration over the line items is highlighted).

{
  "export_configs": [
    {
      "export_reference_key": "export_annotation_to_json",
      "content_encoding": "utf-8",
      "file_content_template_multiline": [
        "{",
        "  \"document_id\": \"{{ field.document_id }}\",",
        "  \"document_type\": \"{{ field.document_type }}\",",
        "  \"line_items\": [",
        "    {% for item in field.line_items %}{",
        "      \"code\": \"{{ item.item_code }}\",",
        "      \"description\": \"{{ item.item_description }}\",",
        "      \"quantity\": {{ item.item_quantity }},",
        "      \"amount\": {{ item.item_amount }},",
        "    }{% if not loop.last %},{% endif %}",
        "  {% endfor %}]",
        "}"
      ]
    }
  ]
}