Open a review that a flow created, compare the extracted data with the original document, correct any values, and submit the review so the flow resumes.
Required Editions
| Available in: Lightning Experience |
| View supported editions. |
| This feature requires the MuleSoft for Flow: IDP add-on. Professional Edition requires the API access add-on. To purchase, contact your Salesforce account executive. |
| Document processing features require Einstein generative AI turned on in Setup, and Data 360 provisioned and enabled for your org. |
| MuleSoft for Flow: IDP features used with Agentforce require the Foundations or Agentforce 1 edition. To purchase these editions, contact your Salesforce account executive. |
Before you review extracted data, ensure that:
- The Extract Data from Document action in your flow has Human Review Settings turned on. See Set Up Document Extraction and Routing to Human Review.
- The flow ran and created a review.
When the Extract Data from Document action has Human Review Settings turned on, the flow pauses and creates a review. You don't need to build a screen flow for reviewers. Reviewers complete the review in the Document Review window, and the flow resumes with the reviewed values when they submit.
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In the Automation app, select the Human Reviews tab.
The All Human Reviews list shows each review's status (New, Completed, or Rejected), review label, document configuration, action, flow label, review ID, creation date, and reviewer.
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Find the review and select View.
The Document Review window opens in a read-only view. The original document appears on the left. The extracted data appears on the right in the Fields and Tables tabs. Each field shows its confidence percentage. The Fields tab shows how many fields need review.
-
Click Start Review.
The extracted values become editable.
- Optional:
To change which values you see, click the arrow next to Mark as
Incorrect and, under Show Outputs, select To Review
or All Outputs.
To Review shows only the low-confidence fields and table rows. All Outputs shows every extracted value.
-
Compare each value with the original document, and edit any value that is
incorrect.
- To discard your edits and restore the originally extracted values, click the arrow next to Mark as Incorrect and select Reset All Changes.
- To keep your edits and finish later, click Save Changes. To close the window without submitting, click Exit.
- When the values are correct, click Submit.
The flow resumes and passes the reviewed values to the Completed path.
After the review is submitted, route the reviewed data to records and business processes. See Route Reviewed Data to Records and Business Processes.