Academy · Reference
Ingestion, forms and export — field reference
In one line. Every field, kind, and toggle on the screens that bring data into a project and send results back out. You’ll be able to. Fill in the Add-Connector and Add-Job wizards, the Upload modal, an export, and a form template without guessing what a field wants. Where this lives.
Studio > Data > Ingestion,Studio > Data > Input Form,Studio > Data > Export.
The concepts — how connections, jobs and runs fit together, and the shape of each screen — are taught in Ingestion & connectors. Open this page when you need the full field list.
How to read this
- Fields marked (req) are required to advance. Everything else is optional.
- Test-before-save kinds cannot be saved until a live connection test passes. Editing any field after a green test clears it, so you re-test. This holds for every kind that has a test.
- Some fields depend on the access you have been given. If you cannot see one described here, ask your administrator.
Add-Connector wizard
Step count varies: SharePoint = 3 steps (kind → auth pattern → form); every other kind = 2 steps (kind → form; the auth-pattern step is skipped). Edit/Reconnect mode jumps straight to the form step, pre-filled — secrets are never pre-filled — and the stepper is hidden.
Step 1 — kind tiles (six kinds)
| Kind | Tile copy |
|---|---|
| SharePoint | “Pull docs from a SharePoint site” |
| Email (IMAP) | “Pull docs from a mailbox” |
| Botminds Drive | “Pull docs from this project’s internal drive. No setup needed” |
| Public Feed | “Pull from public gov data sources (SEC, CFPB, Federal Register)” |
| Datasheet | “Re-ingest rows from a datasheet in this project as documents” |
| Azure Blob Storage | “Ingest from an Azure Blob container” |
Step 2 — SharePoint auth pattern (SharePoint only)
Two tiles; the rest of the wizard differs per choice:
| Pattern | What it means | Best for |
|---|---|---|
| Quick | “Connect with Microsoft” — the platform handles app registration + consent | SMB / pilots |
| Enterprise | “Use my own Entra app” — you paste your own client ID/secret | Enterprise IT |
Step 3 forms — by kind
SharePoint · Quick
| Field | Notes |
|---|---|
| Display name (req) | |
| SharePoint site URL (req) | On blur, a URL preview chip shows host / site / folder hint |
| Connect with Microsoft button | Opens a Microsoft sign-in popup and asks for read-only access to just that site. Popup closed → “Sign-in cancelled”; blocked popup → warning. There is no Save button — the connector completes when the popup finishes. |
SharePoint · Enterprise
| Field | Notes |
|---|---|
| Display name | Optional — defaults to the site name |
| Site URL (req) | |
| Tenant ID (req) | GUID |
| Client ID (req) | GUID |
| Client secret (req) | Password field |
| Test connection | Enabled only when all four credential fields are present and Tenant/Client look like GUIDs. Returns pass/fail + latency + an amber hint on failure. Editing any field clears a green test. A duplicate site shows an amber banner: Cancel / Create anyway. |
| Save connector | Enabled only after a clean test with no edits since. |
Botminds Drive
| Field | Notes |
|---|---|
| Display name (req) | |
| (info box) | “No credentials — the folder is chosen per-Job.” |
| Test connection | Shows sub-folder count + last-modified date. |
| Save connector |
Public Feed
| Field | Notes |
|---|---|
| (feed registry) | A search box filters the list; tiles are grouped by category. Live tiles are selectable (primary border); coming-soon tiles are greyed/disabled with tooltip “Available in a future release”. Each tile shows icon, name, description, drip description, license + use-case chips. |
| Connector name | Defaults to the feed name |
| Test connection | Shows the feed’s last item date |
| Save connector | No credentials — the feed you picked is the whole configuration |
Email (IMAP)
| Field | Notes |
|---|---|
| Display name (req) | |
| Email type (req) | Gmail / Outlook / Generic IMAP |
| Host (req) · Port (req) | |
| Username (req) · Password (req) | |
| Test connection → Create connector | Save gated on a clean test. |
Azure Blob Storage
| Field | Notes |
|---|---|
| Display name (req) | |
| Authentication mode (req) | Account key (→ Storage account name + Account key) · SAS token (→ Storage account name + SAS token) · Connection string (→ Connection string). Secret fields are password inputs. |
| Test connection | Pass/fail + latency. Save gated on a clean test; editing any field clears it. |
| (info) | Container, folder path + extensions are configured per-Job, not here. |
Datasheet
| Field | Notes |
|---|---|
| Datasheet (req) | Dropdown of this project’s datasheets (Studio > Data > Datasheets). Empty state explains you must create a datasheet first. |
| Display name (req) | |
| (no test) | No credentials and no connection test — the datasheet is already inside this project. A Job on it re-ingests rows as documents; datasheet edits also auto-trigger re-ingestion. |
Wizard footer
← Back (disabled at step 1 / in edit) · Cancel · Next → / Save / Create (label per kind).
Watch out. An older multi-source setup wizard still opens from bookmarks, but it is no longer in the menu. Build new connections here.
Add-Job wizard
3 steps (editing locks the connector → 2 steps).
Step 1 — pick connector
Radio list of the project’s active connectors: kind icon + test status + “used by N jobs”. Empty → “Cancel and create a Connector first.” Hidden in edit mode.
Step 2 — name + scope + target
- Job name (req) — required to advance.
- Target collection (req) — pick the collection the documents land in. Default is always available.
- Secondary XFlows — a multi-select of flows to run after each item is registered. Only the flows enabled for the target collection are offered; if there are none, the list says so.
Kind-specific scope:
| Kind | Scope fields |
|---|---|
| SharePoint | Document library (name or driveId — Test Drive resolves a name to a stable driveId, with pass/warn + hint) · Folder path (relative to library root; / = whole library) · File extensions (space/comma) · Recursive · Max docs per run · “Pull metadata from SharePoint?” toggle → pick Taxonomy → mapping rows (Taxonomy label ↔ SharePoint column) with Discover columns (lists Display/Internal/Type; click an internal name to copy), Add all, + Add mapping, per-row remove |
| Folder (default INBOX) · Include attachments · Max docs per run | |
| Drive | Folder (read-only + Browse… picker) · Extensions filter (blank = all) · Recursive · “Explode structured rows” (Excel/CSV/JSON → one doc per row) → reveals Unique ID column (row business key; blank = content-hash) · Max docs per run |
| Public Feed | The fields shown depend on the feed you picked — text boxes, checkbox groups, or numbers |
| Azure Blob | Container · Folder path (optional blob prefix, e.g. invoices/2026) · Extensions filter (blank = all) · Recursive |
| Datasheet | Document granularity (One document per row / One document for the whole sheet) · Max rows per run (batch cap; the rest is drained on following runs). New + edited rows are picked up automatically each run. |
Step 3 — schedule
| Option | Detail |
|---|---|
| On-demand only | Runs only via Run now |
| Recurring (every N units) | Value + Seconds / Minutes / Hours / Days |
| Cron expression | m h dom mon dow + Timezone |
| Public-feed presets | Hourly / Every 6h / Daily 9am UTC / Weekly Mon 9am / On-demand chips |
| Next 5 runs | Live preview of the resolved schedule |
Create button: Create job / Save changes (edit).
Upload modal
A one-shot upload — no connector or job:
- Drag-drop or browse (multi-file). List shows each file + size + remove + Clear all.
- Multi-file grouping (when enabled): “grouped into one document set (first file primary)”.
- Target collection dropdown (unless already filled in by where you opened it from).
- Submit → result panel: complete / partial / failed · “N of M registered, K failed” · run id · per-file document id or error rows. Done closes.
Runs and run detail
Runs table columns: When · Trigger (Upload / On-demand / Scheduled) · Status (completed = green / partial = amber / failed = red / else blue) · the funnel counters Enum / Fetch / New / Upd / Dup / Disp / Merge / Fail · chevron.
Run detail dialog: pipeline-summary chips (Enumerate → Fetch → New → Updated → Duplicate → Dispatch → Merge), status + failed count + last error, then a per-item event-log table (When · Stage · Item · Status · Message).
Export — Add Export dialog
Where this lives. Studio > Data > Export.
An export fires at one of three moments, and choosing which is the first decision you make: on ingestion (as documents arrive), on a workflow transition (when a document moves to a stage — for example, once it is approved), or on demand (you run it yourself). Everything below shapes what gets delivered when that moment arrives.
List + details split. Empty → “Setup an export to see more details” + + Export. Details rows: Type · Taxonomy (chips) · Storage Type (Azure Blob / Botminds Drive) · Storage Details (Azure: account + container; Drive: drive URL). Row actions: edit / delete.
Always present
| Field | Notes |
|---|---|
| Name | |
| Export Type | Drives the rest of the form |
| Destination | Azure Blob → storage account name, key, container · Botminds Drive → drive link |
Conditional on Export Type
| If the export type… | Extra fields |
|---|---|
| …renders through a custom template | Custom Taxonomy multi-select + Custom Template link |
| …exports what a View contains | Views dropdown |
| …splits or bookmarks documents | The split toggles below |
| …anything else | Label selection + selected-label chips |
Split / bookmark toggles: Split Input Document · Split on Sequential Values · Split By Start Page · Grouped Bookmark · First Value As Bookmark · Group By Label · Order Date (dropdown) · Suffix for document name.
Common toggles (across types)
Export current-job docs only · Add date-wise folders · Add document-wise folders · Export input document · Delete input document from project.
Save is disabled while the form is invalid.
Input Form — Add Form Template dialog
Where this lives. Studio > Data > Input Form.
List + details split. Empty → “No Form. Add new form to process” with a + Add Form button. If you cannot add one, ask your administrator.
| Field | Notes |
|---|---|
| Name · Description | |
| Type | Create Source or Publish Template |
Publish Template
| Field | Notes |
|---|---|
| Sub Type | Connector → pick an ingestion source from the dropdown · Global Variables → multi-select variables |
Create Source — Columns builder
Tick Use Excel to supply one spreadsheet link instead of building columns row by row. Otherwise, each column row:
| Field | Notes |
|---|---|
| Name | |
| Type | Text / Multiline / Checkbox / Dropdown / Radio |
| Label | Taxonomy-grouped optgroups |
| Value | Dropdown type only |
| Required · Is Title · Is Template | Flags |
| + rule | Nested Rules rows: Field + Value (add/remove) |
| add / remove column |
If a column is Is Template, a Templates section appears: Value + Export Template + Rendering Template (both drive links).
Submit: Create / Update.
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