Creating Transactions Associated with a Document

Transactions can be created based on either the document rules or package rules associated with the document (REQ) from the Transaction menu. In both cases, you have the option of embedding the transaction data within the associated REQ file or creating an external transaction as a separate XML file.

About Embedded Transactions

Creating transaction data embedded in the REQ file writes the transaction data to the REQ and presents the data as a tabbed view, as an untitled transaction, in the REQ tab group view.
Note: In the Transaction menu, click Change Transaction Name to enter a meaningful name for the transaction data.
When using an external transaction, the available options in the Transactions menu include:
  • Save Transaction As: Choose this option to save the embedded transaction as an external transaction.
  • Change Transaction Name: Choose the option to change the name of the embedded transaction (the name is presented as the tab title).
  • Validate Transaction: Choose this option to run validation on the transaction.

About External Transactions

Creating an external transaction writes the transaction data to the separate file that is saved independently from the REQ files from which it was generated. The output of this option is a unique file containing the transaction data associated with the REQ that is saved to the folder of your choosing on your local drive (or on a shared drive). Once saved, the transaction is presented as a document, as Transaction Name.xml, in the document view of the editor.

When using an external transaction, the available options in the Transactions menu include:
  • Validate Transaction: Choose this option to run validation on the transaction.