Toolbar

In the DataMapper module, the following buttons are available in the top toolbar.

File manipulation

  • 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 the Action step require an active data selection in the Data Viewer (see Selecting data and 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 DataMapper Scripts 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/Reactivate Step: Click to set the step to be ignored (aka disabled) or to reactivate it. 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 (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 ( Settings pane).