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  1. Go to Develop > Services > Schema > EDI to view Manage EDI Schema page.

  2. Click CreateNew to create new EDI Schema.

  3. Provide a unique EDI name and description in the text boxes.

  4. Select Skip Compliance Check check box to skip the compliance check for an EDI input file. It is applicable only for EDI Schema's Test and Data Mapper's Preview feature. 

  5. Select the EDI Data Dictionary.

  6. Click Select Transaction to select the EDI transaction. On the Select EDI Specification, select the transaction and click OK.

    The details of the selected Transaction are displayed in the Segment Definition section.  

  7. Expand Separator Definition. Provide the details if you are creating an EDI schema in standalone mode (using process flow). EDI Schema will be generated using the details specified in this section.

    It is mandatory to provide details in this section if you are creating an EDI Schema for HL7.

  8. Click Save. This displays a screen confirming that the EDI Schema has been created successfully.


While using the EDI schema in a process flow, you may need to set a context variable, operationMode, that determines the mode in which the EDI schema will be processed.

There are three possible values for the operationMode variable as described below. Each type of value accounts for the triggering the EDI schema in a different way. 

  • If operationMode is defined with value "test" then EDI Schema will run in test mode. The "test" value makes the EDI schema run in the same manner as it runs when you click Test button in EDI schema interface.
  • If operationMode is defined with value "normal" then EDI schema will run as a simple schema such as Text schema, XML schema, etc.
  • If operationMode is defined with value "solution"  then EDI schema will run as EDI solution schema. 

If the operationMode contect variable is not defined in a process flow then it works as "normal" mode.