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Create a New Transformation

  • Make sure you have opened the appropriate project in which you want to store the new transformation.
  • There are several ways you can start to create a new transformation:
    • If you are working in an operation, you can click the Control button to the right of the Transformation field and select Create New.
    • Click the New Transformation from the top toolbar.
    • Right-click on Transformations in the hierarchical tree in the Design tab in the left pane of the screen, then choose New Transformation from the pop-up menu.
  • The transformation wizard appears in its own New Transformation tab in the right pane of the window.

Specify Source and Target Types

  • Enter an appropriate name for your new transformation in the Transformation Name field.
  • Select Text from both the Source and Target drop-down menus.
  • Click the Next button in the toolbar to continue.

Select Source Text Information

  • Click the Next button in the toolbar to continue.

Select Text Target Information

  • In the next screen of the Transformation Wizard, select the document definition that you want to hold the transformed text from the select a Document drop-down menu, OR click the control button to the right of the field to create a new definition.
  • Click Save to save your work and exit out of the Transformation Wizard.

What's Next?

Now that you have defined the nature of the source and your desired target, you are ready to map the relationship between your source and target at the field, or element, level. 

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Last updated:  Dec 12, 2016