Create a new document type from scratch

If the pre-seeded document types does not suit the needs of your supply chain network, you can create document types from scratch.

To create a document type from scratch, you must upload the raw JSON schema, define metadata mappings and schema, create simulator template, and define the presentation template. The procedure provides the basic steps of creating a new document type. You can refer to the Define Document Schema and Templates to understand how to create a JSON schema for a document type, and how to define mappings, schema, simulator templates and presentation templates.

  1. Click Menu () and then click Configurations.
  2. Click Document Types ().
  3. Under Configurations : Document Types dashboard, click Create New Document Types ().
  4. In the Create: Document Type, enter the Name of the document type, and select a color for the document from Document Color drop-down menu.
  5. Enter the attributes in the Metadata Schema area. This is common across all variants and should be defined only in one location.
  6. Click Save and wait until the Save successful message is displayed.
  7. Click Cancel to return to the Configurations : Document Types dashboard.
    Your document type is displayed and the Default variant in the new document type is created.
  8. To complete the Default variant, click Edit () adjacent to the name of the variant.
    The four parts of the Default variant document type are displayed.
  9. If required, rename the name of the variant.
  10. Click Document Schema tab. Open the raw JSON schema of the document type. You can directly copy paste the JSON schema in the text area tab.
  11. Click Metadata Template tab. Enter the type mapping for the document.
  12. Click Simulator Template tab. Enter the simulator template details for the document.
  13. Click Presentation Template tab. Enter the presentation template details for the document.
  14. Click Save and wait until the Save successful message is displayed.
  15. Click Cancel to return to the Configurations : Document Types dashboard.

Results:

When Intelligent Track and Trace receives a transaction document, it maps it to the variant of the configured document type, and processes it based on the type mapping defined for that variant of the document type. To create a new variant of this new document type, see Create a New Variant for an Existing Document Type