Working with Node Type Converters

You can create node type converters to convert one node type to another node type.


Node type converters are needed to compare, locate, align, and drag and drop nodes of different node types across two viewpoints in side by side layout.

You start with the node type that you want to convert to and create a converter by selecting which node type you want to convert the node type from. Let's say that you want to compare nodes in a viewpoint that uses a node type called Acquired Depts. to nodes in another viewpoint that uses a node type called All Depts. You'll need to create a node type converter that converts the Acquired Depts node type to the All Depts node type.


Your Goal Watch This Video

Learn about converting node types.

video icon Converting Node Types


Tutorials provide instructions with sequenced videos and documentation to help you learn a topic.

Your Goal Learn How

Build an expression in a node type converter to derive the parent of a node

video graphic Finding a parent node using a node type converter expression

With a node type converter set up between two applications:

  • If the node does not exist in the target node type used by the viewpoint, the node is converted and added to that node type. If the node is added to the target node type, the properties specified in the node type converter are copied to the target node.

  • If a property that is specified to be copied in the node type converter is set to read-only in the target viewpoint, then no value for that property is copied to the target node.


If you need to set up a node type qualifier for the converter, make sure that you do that, see Working with Node Type Qualifiers.

Property Transformations

Property transformations calculate a defined value for a target property in a node type converter and only run when sharing, mapping, or synchronizing data across viewpoints. Transformations are configured for node type converter properties using expressions.


You can transform properties with these data types.

  • Boolean
  • Date
  • Integer
  • List
  • Node
  • String

Property transformations are calculated during the following operations:

  • Add or insert nodes across viewpoints.

  • Create request items from compare differences. (Not applicable to property name or parent name transformations).

  • Generate subscription requests. A transformation for the Name property is also used for the Parent when generating subscription requests. For example, if you are concatenating a suffix to the Name in the transformation expression, the suffix is also added to any Parent references.


Property name transformations cannot be used when locating or aligning properties. Instead, you can add alternate qualifiers to the node type so that if a node can't be located using the default qualifier, they can be searched for using the alternates. See Default and Alternate Qualifiers in Working with Node Type Qualifiers.


When using expressions to configure property transformations keep this information in mind:

  • The SourceNode object is available to access information from a source node.

  • Information cannot be accessed from the target node.

  • Derived properties for a source node are accessible.

To create a node type converter:

  1. Inspect a node type that will be your "to" node type.

  2. Select the Converters tab.

  3. Click Edit and then click Add.

  4. Select the node type that will be converted. This will be the "from" node type.

  5. On the Properties to Copy screen, properties that are the same or similar automatically populate. In the Operation column, select from these options for properties:

    • Copy: Copy an existing property from the source. Select the property from the Source column drop-down list. Properties that are the same or similar are automatically selected but can be changed.

    • Transform: Define an expression to calculate a value for the target property. In the Source column, click Define Expression define expression (or define expression depending on your theme), define an expression, and then click Apply. For information on how to define expressions, see Using Expressions to Define Custom Business Logic.

      transform property for node type converter


    Click search icon and enter text to search within the property list. The search is performed on property names and descriptions.


    If the Operation column for a property is blank, the property is not editable. If the Operation column is blank with a drop down list, you can select from the options above. To remove a property transformation from the node type converter, change the Operation for the property to Copy or blank.

  6. Click Save.

For more information, see:

Filtering Target Node Types

For target viewpoints with multiple node types, you can filter the list of available node types to only those for which you want to allow changes. Node type filtering is applied when:

  • You drag and drop a node across viewpoints

  • You insert a node from another viewpoint

  • Subscription requests are generated

To filter node types out of the available node types list, configure the node type so that it has no allowed actions or editable properties:

  1. Inspect the target viewpoint.

  2. On the Definition tab, click Edit.

  3. Select a node type and clear all the allowed actions and editable properties.

  4. Click Save.