Creating Document Rule-based Transactions

A transaction based on document rules is used to create an empty set of transaction data containing all data points reference in the document PTRs. Once created, you can edit the transaction by entering data into a particular data element.

With the target REQ file open, in the Transaction menu select Create Transaction from Document Rules. You can elect to create the transaction as an embedded transaction or an external transaction. Once created, the transaction editor opens. From this point you can begin authoring and testing of the transaction data.

Note: When viewing a Read-Only REQ file, users can create a new external transaction (see Creating Schema-based Transactions) or open and use an existing external transaction (File > Open).