Global transformation rules apply across all organizations and trading parties in your Docupath tenant. These rules sit at the lowest level of the scope precedence hierarchy for transformations - they are overridden by trading party, organization, and country specific transformations. Use global transformations for baseline data modification rules that should apply universally unless a more specific scope overrides them.
Important: Global transformations are edited by the Admin role only. Managers do not see the Global tab, and no custom role can be given create, update or delete access to it.
How to Create a Global Transformation
Step 1 - Open the Main Menu
Click the dropdown arrow (▾) next to your user avatar in the top-right corner of the screen. This opens the main navigation menu, which lists all settings and features.
Step 2 - Go to "Transformations"
In the main menu, click "Transformations". This navigates you to the Transformations management page.
Step 3 - Switch to the "Global" Tab
Click the "Global" tab. This is where transformation rules that apply across all organizations and trading parties are managed.
Step 4 - Click "Add New"
Click the "+ Add New" button in the top-right of the Transformations page. A form for creating a new global transformation will open.
Step 5 - Add a Title
In the Title field, enter a descriptive name for your transformation. For example:
Changing UOMs
Step 6 - Select a Document Type
Click the Document Type dropdown and select the document type this transformation applies to.
Step 7 - Write the Transformation Rule
Click inside the Rules text area and type your transformation logic. For example:
If an item_uom is in g or grams, and the item_quantity is greater than 1000, set item_uom to kg and divide item_quantity by 1000
Step 8 - Link a Supporting File (Optional)
If your rule references external data, click "Link supporting file", above the rule text on the right. A page opens listing the supporting files already uploaded to your tenant. Select the file and click "Link File".
Step 9 - Click "Refine with AI"
Click the "Refine with AI" button (pencil ✏️ icon). Docupath's AI will process your instruction and may surface feedback, errors, or suggestions to help improve the rule's clarity and specificity. Wait for the response before proceeding.
Step 10 - Click "Generate with AI"
Click the "Generate with AI" button (lightning ⚡ icon) to programmatically generate the transformation rule based on your written instruction. The button will show a loading spinner while the rule is being generated. Wait until the loading state completes before proceeding.
Step 11 - Click "Save"
Once generation is complete, click the "Save" button at the top of the screen to save the transformation. You will be returned to the Transformations list, and a confirmation banner will indicate the transformation was saved successfully.