Transformations

Transformations are used to modify XML data exchanged between Workflow and external systems. They support advanced integrations by transforming input or output records into the format required by downstream systems.

Workflow uses XSLT (Extensible Stylesheet Language Transformations) to perform these transformations. XSLT is a highly technical integration technology and is not intended for day-to-day administrative use.

Who should use this feature

• Rival implementation, support, and technical teams configure and maintain transformations as part of system integrations.
• Client administrators do not typically create or manage transformations.

Important: Changes to transformations can directly affect system integrations and data processing. This feature should only be used by experienced technical users.

The topics in this section describe how transformations and XSLTs are defined, applied, and managed for supported integration methods.

Define (add) a transformation

• Super technical users (implementation, support) do this. Client administrators do not.
• There are multiple ways to associate a transformation definition with the input XML: by name, employee, or name/employee pair. Choose the option that best applies to your implementation. (See below for additional details.)

1. From the navigation bar, click Administration > Manage Transformations.
2. Click Add Transformation.
3. Enter a transformation name or a user name or both.
4. Select an input file from the drop-down list to transform the input XML.
5. Select an output file name from the drop-down list to transform the method output.
6. Choose Save to make the transformation available (publish).

Name, employee, and name/employee details

• If you enter a name but do not select an employee, <TransformationName>Name</TransformationName> node is included in your input XML.
• Defining a transformation by employee instead of name allows you to use input XML without modifying it to include a <TransformationName> node.
• If you select an employee and do not enter a name in the transformation definition, employee selection is filtered to members of the Services and Bulk Uploaders teams.
• If an employee is included in the definition, each time you execute a BulkUserUpload, XmlUserEdit, LaunchEvent, or UpdateEvent, CategoryUpload, GetUserIDList, GetTasks, GetUserProfileEx2, AddTaskEx2, GetCompletedFormsList, GetUploadedDocumentList, CompleteTaskEx, ReopenTask, AddTaskNoteEx, AssignTask, GetFormXmlEx, FieldValueUpload method, the transformation is applied.
• If multiple employees are defining transformations with the same name but with different XSLTs, include a name and employee.
• If a single employee is defining multiple transformations, include either just the name or a name/employee pair.

Upload an XSLT file

1. From the navigation bar, click Administration > Manage Transformations.
2. Click the Manage XSLTs tab.
3. Click Add XSLT.
4. Click Choose a File and select an XSLT file.
5. Enter a name as it will appear on the Manage Transformations page.
6. Enter a description.
7. Click Save.