Managing Partner Objects

Owned by Saurabh Gupta (Unlicensed)
Last updated: Jan 15, 2018Version comment
3 min read

You can manage your Users accounts, mappings and layouts (data formats), and EDI objects (Data Dictionary and ISA envelope) created in Adeptia Connect through Manage Objects screen. However, you cannot edit or delete any account, mapping, layout, and EDI objects if these are edited in the Developer's Studio. In this case, such accounts, mappings, layouts, and EDI objects are not listed in the Manage Objects screen.

The Manage Objects screen has following three sections:

  • Accounts: For managing all your accounts created in Adeptia Connect.
  • Layouts & Mappings: For managing all your layouts, mappings, and value map created in Adeptia Connect. You can also create the layout and value map from this section and use it while creating a Template or Transaction.
  • EDI: For managing all your EDI objects (Data Dictionary and ISA envelope) created in Adeptia Connect.

Accessing and Managing Manage Objects screen

  1. Click Account > Manage Objects.



  2. On the Manage Objects screen, click either Accounts or Layouts & Mappings or EDI, as per your requirement.
  3. Click the appropriate subsection whose details you want to edit. The list of accounts or layouts populates on the right side of the screen.



  4. Do either of the following:
    • Click  to edit. On the Edit window, edit the details you want to edit and click Save. 
    • Click  to copy. On the Copy window, provide the name and click Save.
    • Click  to delete. Click Yes, when prompted to confirm.

    • In case of OAuth, you can only disconnect the accounts. Click . Click Yes, disconnect it, when prompted to confirm.

Creating EDI Data Dictionary

A Data Dictionary is a collection of record definitions that are commonly used when a schema is created. You can create and define the record definitions that are commonly used in EDI schemas in an EDI Data Dictionary. 

To create an EDI Data Dictionary:

  1. Click Account > Manage Objects.



  2. Click EDI > Data Dictionary > CREATE Data Dictionary.



  3. On the Create Data Dictionary window, Click Upload Zip to select and upload the zip file. 

  4. All XSD's and the values contained in the zip file are uploaded automatically. You need not enter or change any value in these fields.

    Adeptia will provide you the zip file for EDI Data Dictionary. Contact Adeptia Support Team (support@adeptia.com). 
  5. Click Save.

Creating Layouts and Value Map

You can create layouts and value map from the Manage Objects screen and use it while creating a Template or Transaction. However, you can also create layout and value map while creating a Template or Transaction. To create a layout or value map:

  1. Click Account > Manage Objects.
  2. Click Layouts & Mappings.

  3. Click a subsection, for example, Excel and then click CREATE Excel Layout.



    Click an appropriate link to know how to create