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To import FpML messages, a large number of orders using bulk format, you need to:

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Содержание страницы:

Table of Contents

  1. go to the Draft form and click the Image Added button (Fig. 1)

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  1. ;
    Image Added
    Fig. 1

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  1. – Drafts form

To import a file:

  1. click Image Removed. click button.

    This will open the Import draft

     form

     form (Fig. 2);

    Image Removed

    Image Added
    Fig. 2

     Import

    Import drafts form

    click Image Removed to go to choosing the required files. This

      

    Warning

    Import can be performed in two modes: with saving the messageId and correlationId or not. See more in the Import mode section.

  2. click the Image Added button to choose a file. This opens the Opening window (Fig. 3)

    ;

    .

    Image Removed

    Image Added
    Fig. 3 – choosing file

  3. select files or an archive (Fig. 3.1) and click the Open button (see Fig. 3.2). As a result, the selected files will be displayed in the Import draft window will display the selected files (Fig. 4). If you select an archive, all fpml-files from the archive at any  window (Fig. 4).
    Image Added
    Fig. 4 – list of selected files 

    At importing a bulk format is automatically converted into FpML. All orders contained in the table format, will be displayed in the Drafts form (Fig. 5). A detailed description is provided in the Bulk order upload (bulk format).

    Image Added

    Figure 5 – importing drafts

    If you have selected an archive, all FpML files from the archive regardless of its nesting level will be displayed in a hierarchical list. File format is checked during the upload. File that

    does

    do not match the

    fpml

    FpML format

    ,

    will not be converted;

    Image Removed
    Fig. 4 – list of selected files 

  4. click Image Removed click to

    click the Image Added button to exit the Import draft form.

     Imported files are displayed as a table in the form

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Fig. 5 – result file import

The table contains the following information:

  • Draft name – message name, assigned when creating and saving;
  • Form – code of the message form;
  • Last changed – date and time of downloading message;
  • Changed by – name of the user, who imported the file;
  • Current revision – version of the document.

Hovering the mouse over the table row opens a toolbar, which is described in Table 1.

Table 1 – Description of the toolbar buttons

ButtonDescriptionCalling form
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Calling view form

Clicking the button opens the preview form of the document, where you can view and print the data

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Image Removed

Saving a draft

Clicking on the button opens a window to confirm the action, in which you must click OK to move the draft to the Drafts section

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Deleting a draft

Clicking on the button opens a confirmation window, in which you need to click OK to delete.

Deleted drafts are displayed in the Deleted form

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Import mode
Import mode
Import mode

There are two modes of drafts import:

  • cleared messageId and correlationId then import. The IDs can be filled manually on the editing form (Fig6), or automatically when sending the message to the repository;
    Image AddedFigure 6 – editing form
     
  • import drafts without changes (saving messageId and correlationId) (Fig7).

To select a mode, set the switch (Fig. 7) in the Import window.

 Image Added

Figure 7 – Import form

If the switch is unavailable, please contact the technical administrator to enable the (Technical administrator).