Toolbar
In the DataMapper module, the following buttons are available in the top toolbar:
File Manipulation Buttons
- New
: Displays the New
wizard where a new data mapping configuration or a new template
can be created. - Open
: Displays the
Open dialog to open an existing data mapping configuration. - Save
: Saves the current
data mapping configuration. If the configuration has never been
saved, the Save As... dialog is displayed.
Step Manipulation
All steps except JavaScript require an active data selection in the Data Viewer.
- Add Extract
Step
: Adds an Extract Step with one or more extract
fields. If more than one line or field is selected in the Data
Viewer, each line or field will have an extract field. - Add Goto
Step
: Adds a Goto step that moves the selection pointer
to the beginning of the data selection. For instance if an XML
node is selected, the pointer moves to where that node is located. - Add Condition
Step
: Adds a condition based on the current data selection.
The "True" branch gets run when the text is found on
the page. Other conditions are available in the step properties
once it has been added. - Add Repeat
Step
: Adds a loop that is based on the current data
selection, and depending on the type of data. XML data will
loop on the currently selected node, CSV loops for all rows in
the record. In Text and PDF data, if the data selection is on
the same line as the cursor position, the loop will be for each
line until the end of the record. If the data selection is on
a lower line, the loop will be for each line until the text in
the data selection is found at the specified position on the line
(e.g. until "TOTAL" is found). - Add Extract Field
:
Adds the data selection to the selected Extract
step, if an extract step is currently selected. If multiple
lines, nodes or fields are selected, multiple extract fields are
added simultaneously. - Add Multiple Conditions
: Adds a condition that splits into multiple case conditions. - Add Action
Step
: Adds a step to create a custom JavaScript snippet.
See the DataMapper API for more
details. - Cut Step
: Removes the
currently selected step and places it in the clipboard. If the
step is a Repeat or a Condition, all steps under it are also placed
in the clipboard. If there is already a step in the clipboard,
it will be overwritten. - Copy Step
: Places a
copy of the currently selected step in the clipboard. The same
details as the Cut step applies. - Paste Step
: Takes the
step or steps in the clipboard and places them after the currently selected step. - Delete Step
: Deletes
the currently selected step. If the step is a Repeat or Condition,
all steps under it are also deleted. - Ignore
Step
: Click to set the step to be ignored (aka disabled).
Disabled steps do not run when in DataMapper and do not execute
when the data mapping configuration is executed in Workflow. However,
they can still be modified normally. - Validate All Records
: Runs
the process on all records and verifies that no errors are present
in any of the records. Errors are displayed in the Messages Pane. - Add Data Sample
:
Displays a dialog to open a new Data Source to add it as a Data Sample
in the data mapping configuration. Data Samples are visible in the
Settings Pane.