Manual Schema Design

Build custom data structures with the visual schema editor. Full control over fields and validation.

Create custom schemas with drag-and-drop simplicity and professional precision.

Schema Builder
┌─────────────────────────────────────┐
│ + Add Field                         │
├─────────────────────────────────────┤
│ Customer Name      [Text] [Edit] │
│ Invoice Date       [Date] [Edit] │
│ Total Amount    [Currency] [Edit] │
│ Line Items       [Table] [Edit]  │
└─────────────────────────────────────┘
 

Key Features:

• Drag & Drop - Reorder fields easily
• Field Types - 10+ data types available
• Live Preview - See table as you build
• Validation Rules - Set required fields and formats

Perfect for names, descriptions, IDs

• Short Text - Names, codes, categories
• Long Text - Descriptions, notes, comments
• Email - Validates email format
• Phone - Formats phone numbers
• URL - Web addresses and links

Example:

Customer Name: [Short Text, Required]
Notes: [Long Text, Optional]
Email: [Email, Required]
 

For quantities, amounts, calculations

• Integer - Whole numbers (1, 2, 100)
• Decimal - Numbers with decimals (1.5, 99.99)
• Currency - Money amounts with symbols
• Percentage - Rates and percentages

Example:

Quantity: [Integer, Min: 1]
Unit Price: [Currency, Required]
Tax Rate: [Percentage, Default: 8.5%]
 

For timestamps and scheduling

• Date - MM/DD/YYYY format
• Time - HH:MM format
• DateTime - Full timestamp
• Duration - Time periods

Example:

Invoice Date: [Date, Required]
Due Date: [Date, Must be after Invoice Date]
Processing Time: [Duration]
 

For categories and options

• Dropdown - Single choice from list
• Multi-Select - Multiple choices
• Radio Buttons - Single choice, visible options
• Checkboxes - Yes/No or multiple options

Example:

Category: [Dropdown: Office, Travel, Meals]
Features: [Multi-Select: WiFi, Parking, Pool]
Urgent: [Checkbox: Yes/No]
 

For complex data structures

• Table - Nested rows and columns
• Address - Structured location data
• File Upload - Document attachments
• Calculated - Formulas and totals

Complete invoice processing setup

Header Information:
├── Invoice Number [Text, Required, Unique]
├── Invoice Date [Date, Required]
├── Due Date [Date, After Invoice Date]
├── Customer Name [Text, Required]
├── Customer Address [Address]

Line Items [Table]:
├── Description [Text, Required]
├── Quantity [Integer, Min: 1]
├── Unit Price [Currency, Required]
├── Line Total [Calculated: Quantity × Unit Price]

Totals:
├── Subtotal [Calculated: Sum of Line Totals]
├── Tax Rate [Percentage, Default: 0%]
├── Tax Amount [Calculated: Subtotal × Tax Rate]
├── Total Amount [Calculated: Subtotal + Tax Amount]
 

Expense tracking and categorization

Transaction Details:
├── Merchant Name [Text, Required]
├── Location [Address]
├── Transaction Date [Date, Required]
├── Receipt Number [Text]

Purchase Information:
├── Total Amount [Currency, Required]
├── Payment Method [Dropdown: Cash, Card, Check]
├── Category [Dropdown: Meals, Office, Travel, etc.]

Expense Management:
├── Business Purpose [Text]
├── Reimbursable [Checkbox: Yes/No]
├── Project Code [Text]
├── Approved By [Text]
 

Application and survey processing

Personal Information:
├── Full Name [Text, Required]
├── Email [Email, Required]
├── Phone [Phone, Required]
├── Address [Address]

Application Details:
├── Position [Text, Required]
├── Experience Years [Integer, Min: 0]
├── Salary Range [Dropdown: <50K, 50-75K, 75-100K, >100K]
├── Start Date [Date, Future dates only]

Responses:
├── Cover Letter [Long Text]
├── Skills [Multi-Select: Programming, Design, etc.]
├── References [Table: Name, Company, Phone]
 

Connect related fields

Conditional Fields:

If Category = "Travel"
  Then show: Destination, Travel Dates
  Else hide these fields
 

Calculated Fields:

Line Total = Quantity × Unit Price
Tax Amount = Subtotal × Tax Rate
Final Total = Subtotal + Tax Amount
 

Validation Rules:

Due Date must be after Invoice Date
Quantity must be greater than 0
Email must contain @ symbol
 

Handle repeating data

Line Items Table:

Columns:
├── Item Description [Text, Required]
├── Quantity [Integer, Min: 1]
├── Unit Price [Currency, Required]
├── Discount [Percentage, Default: 0%]
├── Line Total [Calculated]

Features:
├── Add/Remove rows dynamically
├── Column totals and summaries
├── Sort and filter capabilities
├── Export individual tables
 

Control data appearance

Number Formatting:

Currency: $1,234.56
Percentage: 12.5%
Phone: (555) 123-4567
Date: MM/DD/YYYY
 

Text Formatting:

Uppercase: CUSTOMER NAME
Title Case: Customer Name
Lowercase: customer name
 

Upload Test Files:

1. Add 3-5 representative documents
2. Process with your schema
3. Review extracted data accuracy
4. Note any missing or incorrect fields

Common Issues:

- Field not found → Add to schema
- Wrong data type → Change field type
- Poor accuracy → Adjust field name
- Missing validation → Add rules
 

Improve Extraction:

• Clear field names - Use terms from your documents
• Proper data types - Match expected data format
• Validation rules - Catch errors early
• Test variations - Handle different document layouts

• Start simple - Add complexity gradually
• Use clear names - Avoid abbreviations
• Group related fields - Organize logically
• Plan for growth - Consider future needs

• Set appropriate types - Match data format
• Add validation - Prevent bad data
• Use defaults - Speed up data entry
• Make key fields required - Ensure completeness

• Test thoroughly - Use diverse documents
• Monitor accuracy - Track extraction quality
• Refine iteratively - Improve over time
• Document changes - Keep schema history

Ready to build your custom schema? Open the schema editor and start designing!