XML Export - field descriptions

Fields are presented in the order that they are presented in a form. Click a link to see the field descriptions for the form.

Overview

Use this page to specify the data that you wish to export from Optiva. Then, click the appropriate toolbar button.

  • Create XSD generates the data definitions for the symbol in the XML Schema tab.

  • Export XML generates the XML output for the objects in the Data Objects tab. The results can be saved to the user’s Downloads folder or they can be displayed in the browser.

For more information, see the Optiva Application Configuration Guide.

Browser

Review your internet options prior to clicking both toolbar buttons. It is recommended that you:
  • Configure your browser to allow pop-ups.
  • Decide whether you want to show the results in a separate tab.

Main tab

Description
Enter a description for the export.

XML Schema tab

Specify the criteria for the XSD file.
Detail Codes

Optional. You can include some or all of the detail codes in your schema definition.

Click the Lookup and select one value or multiple values. Instead of selecting the Lookup, you can enter these values manually. In this case, insert a semi-colon between each value. For example: ATTACH;REF.

Symbol
Select a symbol, such as Formula or Item, from the list.

Data Objects tab

Specify the criteria for the XML export.
Description
Shows the description for the specified Key.
Detail Codes

Click the Lookup to select one value or multiple values. If you enter these values manually, insert a semi-colon between each value.

Key

Click the Lookup and select a key code. These codes correspond to the entry in the Symbol field.

For example, when you specify Formula for the symbol, formula codes, such as FS-0001\0001, are displayed in the Lookup.

Line
Shows a system-assigned line number.
Symbol

Select a symbol from the list. When you add more than one row to the Data Objects tab, you can specify different symbols.