Skip to main content
Feedback

Custom Document Standard component

Create a new custom document standard from the CUSTOM Standard tab in a custom trading partner or by clicking Create New from the sidebar and selecting Custom Document Standard. You can associate Custom document standards with one or more trading partners so that each trading partner shares a single set of rules.

Standard Identification

Use the Standard Identification tab to define the set of conditions that must be met to establish that an unknown piece of data adheres to the standard defined by the component.

  • Standard - (Required) The standard ID that will be associated with documents matching the standard rules.

    note

    Custom document standards currently support only XML documents for the Data Format.

  • Standard Identification - The rules that are used to identify data as matching the custom standard.

You can configure multiple rules that can be grouped together by AND or OR operations. Rule groups can be nested and the nested conditions can also be grouped together by AND or OR operations.

Add a condition

  1. Click Add Condition.

  2. Select a Rule Expression:

    • XPath Node Selection - Also requires an XPath
    • Has XML Namespace URI - Also requires a Namespace URI
    • Root Node Name
    • Parameter Value - Also requires a Parameter. Select a type and enter a value.

  3. Select an Operator. Some rule expressions have more available operators than others.

  4. Enter a Value.

  5. Click Save.

If you want to add a new rule group, click Add Group. It will be nested under the existing rule group.

Some example rules include:

  • Root Node Name starts with "Pip"
  • Has XML Namespace URI - urn:rosettanet:specification:interchange:PurchaseOrderRequest:xsd:schema:02.05 equals true

Screenshot of custom document standard rule identification screen

Field Extraction

Use the Field Extraction tab to set up rules for extracing field data from documents that match the standard rules defined on the Standard Identification tab. You can pull field values directly from the document data or system metadata as needed.

Click Add Rule to add a new rule. You configure field extraction rules in the same way as standard identification rules.

Screenshot of custom document stanard field extraction screen

Document Types

Use the Document Types tab to configure the document type IDs and names for documents matching the standard.

Click Add Document Type and enter an ID and Description. Then click Save.

For example:

  • ID - 3A19
  • Description - Notify of Purchase Order Request
On this Page