What is the Template Name field?

Template Name in the Power Automate action accepts the TemplateId GUID from the PDF4me dashboard. It identifies the parse template (capture areas plus extraction rules) to apply. Get it from the template detail panel after Save Changes.

解析文档 Power Automate

Q: Where does File Content come from?

File Content accepts the binary PDF from any Microsoft 365 action that returns a file: SharePoint Get file content, Outlook Get attachments, OneDrive Get file content, Dataverse Download file. Pick the file as dynamic content from the prior step.

Q: Can I classify documents at parse time using JavaScript?

Yes. Inside the template, use JavaScript Expression on a capture key. The capture area text is passed as the variable text and your function returns a string. Use it for invoice vs order classification, fallback rules, or date format normalization. The returned classification then routes downstream Power Automate Condition or Switch actions.

此操作的作用

PDF4me 解析文档 使用您保存的解析模板对 PDF 在 Power Automate 流程并返回跟踪 ID 以及提取的字段数据，这些数据可直接用作动态内容。管道文件内容来自 SharePoint， Outlook， OneDrive或者，在 Dataverse 中，通过以下方式引用模板： 模板名称（TemplateId）并将解析后的值直接路由到 SharePoint 列表更新，Dataverse 行创建，一个 Outlook 电子邮件或 Teams 通知。一个操作，一个模板，所有 Microsoft 365 工作流程。

验证您的身份 API 要求

这 PDF4me 将连接器连接到 Power Automate 需要有效联系握着你的 PDF4me API 关键在于：在创建流程时创建一次连接，然后每次都创建连接。 PDF4me 租户中的操作会重用它。

Get your API Key

您不容错过的重要事实

模板名称接受模板 ID GUID

请从控制面板粘贴 GUID TemplateId，而不是人类可读的模板名称。GUID 在重命名后保持不变，是安全的生产环境值。

用于稳定模式的正则表达式 JavaScript 用于条件逻辑

捕获规则位于模板中。使用正则表达式来指定发票编号、日期和金额。 JavaScript 用……表达 文本 用于分类和回退规则的变量，然后根据条件或开关进行路由。

本国的 Microsoft 365 来源

文件内容映射清晰 SharePoint 获取文件内容 Outlook 获取附件， OneDrive 获取文件内容，并从 Dataverse 下载文件。相同的 TemplateId 也适用于此。 Make， n8n， Zapier以及直接 REST。

参数

范围	必需的	它的作用	例子
File Content	Yes	Binary PDF as dynamic content from a prior Microsoft 365 action: SharePoint Get file content, Outlook Get attachments, OneDrive Get file content, Dataverse Download file. Must be a valid PDF.	`@triggerOutputs()?['body']`
File Name	Yes	Source filename including .pdf extension. Usually mapped as dynamic content from the same upstream action File Name output.	`Invoice_12345.pdf`
Template Name	Yes	TemplateId GUID from the PDF4me dashboard. Identifies which parse template (capture keys + extraction rules) the action should apply.	`12345678-1234-1234-1234-123456789abc`

解析模板中的表达式类型

正则表达式稳定模式

发票号码（INV-\d{6,10}），日期（\d{2}/\d{2}/\d{4}），金额（$?\d{1,3}(?:,\d{3})*(?:.\d{2})?约 80% 的生产捕获密钥。

JavaScript 表达条件逻辑和分类器

捕获区域文本以如下方式传递： 文本返回一个字符串。支持多标记分类、回退规则和日期规范化。参见准备文档解析信息提供两个工作样品。

输出

该操作返回跟踪 ID 以及解析后的字段数据，作为动态内容供每个下游操作使用。

场地	类型	它包含什么
`Trace-Id`	String	Unique identifier for the parse operation. Log it to a SharePoint list or Dataverse table for audit and troubleshooting.
`Parsed fields`	Object	One dynamic-content field per capture key in your template (invoiceNumber, totalAmount, invoiceDate, etc). Reference them directly in any downstream action.

流程示例

常见的 Power Automate 流程模式Typical ways to chain Parse Document into a Power Automate flow.

Outlook 向 Dataverse 开具发票

Outlook 当收到新邮件时，收件箱/AP 上的触发器会启动。
对每个附件应用过滤器 PDFs 仅有的。
解析文档时，会根据附件运行发票模板。
Dataverse 添加新行会将 invoiceNumber、totalAmount 和 vendorName 写入 Invoices 表。
团队在聊天或频道中发布消息即可通知 AP 团队。

SharePoint 库列表更新

SharePoint 当在文件夹 /Documents/Invoices 中创建文件时，触发器会触发。
SharePoint 获取文件内容加载 PDF 二进制。
解析文档提取发票字段。
SharePoint 更新项会将解析后的值写回同一项的元数据中。

分类和路由流

通过表单或 Power Apps 提交的内容 PDF。
解析文档会运行一个带有模板的程序 JavaScript 返回文档类型的表达式键。
根据类型字段（发票/订单/合同）切换操作路线。
每个分支都会将解析后的值发布到正确的目标位置（Dynamics， SharePoint， Outlook 赞同）。

常见问题解答

What goes in the Template Name field?+

Paste the TemplateId GUID from the PDF4me dashboard. Despite the field label, the GUID is the safer production value. It is stable across renames and identical to the value used by the REST API and the other platform connectors.

Where does File Content come from?+

Any Microsoft 365 action that returns a binary file: SharePoint Get file content, Outlook Get attachments, OneDrive Get file content, Dataverse Download file. Reference both File Content and File Name as dynamic content from that step.

What is Trace ID used for?+

Trace ID is a unique identifier for the parse operation. Log it to a SharePoint list or Dataverse table to maintain an audit trail. Reference it in error notifications so support staff can find the operation in PDF4me logs.

Can I classify documents at parse time using JavaScript?+

Yes. Inside the template add a JavaScript Expression on a capture key. The capture area text is passed as the variable text and your function returns a string. Use it for invoice vs order classification, then route on it with a Power Automate Switch or Condition action.

How do I write the parsed values back to the source SharePoint item?+

In SharePoint, the trigger When a file is created or modified gives you the item ID. Pass the file binary to Parse Document, then use SharePoint Update item with the same ID to write each parsed key (invoiceNumber, totalAmount, etc) into the column with the matching name.

Does it work with Power Automate Desktop or only with Power Automate (cloud)?+

The PDF4me Connect connector is a cloud connector available in Power Automate (the web flow designer). For desktop automation, call the same Parse Document REST endpoint with the HTTP action.