EDI Transformation File Guide

1. Overview

The Transformation File defines how the structured XML—created using the Structure Descriptor File—is converted into a custom XML format that matches your organization's specific document type or form requirements.

This transformation is performed using XSLT (Extensible Stylesheet Language Transformations), which can be authored and maintained through the XSLT Editor in the DocBits interface.

2. Purpose and Function

• Transforms the intermediate XML (output from the Structure Descriptor) into a final XML aligned with your document schema.

• Enables flexibility to accommodate varying EDI partner formats and internal system requirements.

• Built using XSLT rules, which allow you to define mappings, value formatting, conditional logic, and structure.

3. Access & Basic Editing

Accessing the File

1. Go to Settings → Document Type → [Your Document (e.g., Purchase Order)] → E-Doc.

   
2. Under the E-Doc tab, select your format (e.g., EDI ).

3. Click Transformation to view or edit.

   

Draft Management

• Create a Draft: Click the ✏️ pencil icon.

• Delete Drafts: Use the 🗑️ trashcan icon to remove unused drafts.

• Activate Changes: Click the ✅ checkmark to publish a version.

  • Note: Activating a new version will automatically deactivate the previous one.

4. XSLT Editor

The Transformation File is edited using an embedded XSLT Editor that supports syntax highlighting and validation.

• Add templates to map specific paths from the input XML to the desired structure.

• Use conditional logic (e.g., <xsl:if>, <xsl:choose>) to handle optional or varying data formats.

• Apply formatting functions as needed (e.g., string manipulation, date formatting).

5. Preview Function (Preview Transformed XML)

The Preview Function allows you to test and preview how an uploaded EDI file is processed using the current Transformation File.

Usage

• Upload an EDI file via the standard upload flow.

• Copy the Document ID of the uploaded file.

• Navigate to the Transformation File interface.

• Open the Preview Function.

  
• Enter the Document ID into the field and press Test.

• The resulting transformed XML output will be displayed.

This is especially useful for debugging XSLT mappings and ensuring the final XML structure meets your format requirements.

6. Video Walkthrough

A video guide for this file type is available on the Videos page. Use it to follow along with setup, editing, and previewing.