Accessing the Document Builder

PeopleSoft provides a Document Builder tool that enables you to build the structure of a document and define XML and relational formats for it.

The Document Builder is located in the IB_LOGICALSCHEMA component in the PeopleSoft Pure Internet Architecture.

To access the Document Builder, select PeopleTools, and then PeopleTools , and then Documents, and then Document Builder. When the Document Builder opens, the default view is of the Document Builder - Documents (IB_LOGICALSCHEMA) page.

This example shows the Document Builder – Documents page, the default view of the Document Builder.

Document Builder - Document page

The Document Builder has four pages. The following table briefly describes the pages and how to access each of them.

Page Object ID Description Navigation

Document Builder - Document

IB_LOGICALSCHEMA

Use the Document page to view:

  • Metadata objects that reference the current document.

  • General document details, such as comments about the definition, the owner of the object, and more.

  • A list of documents of which the current document is a child.

You also use the Document page to:

  • Build out the logical structure of the document by adding elements to documents and defining element properties.

  • Copy, rename, export, and validate a document. Validate the XML document structure.

PeopleTools, and then Documents, and then Document Builder.

Click the Document tab.

Document Builder - XML

IB_XMLSCHEMA

Use the XML page to view:

  • XML schema details, such as target and imported namespace information.

  • Options such as element whitespace, filter blank elements, and more.

PeopleTools, and then Documents, and then Document Builder.

Click the XML tab.

Document Builder - Relational

IB_RELATSCHEMA

Use the Relational page to map PeopleSoft records to documents, which enables you to populate a rowset with a document.

PeopleTools, and then Documents, and then Document Builder.

Click the Relational tab.

Document Builder - JSON

IB_JSONSCHEMA

Use the JSON page to view or specify JSON tag names for document elements.

PeopleTools, and then Documents, and then Document Builder.

Click the JSON tab.

Subsequent sections in this topic detail how you navigate each of the Document Builder pages.