Publishing a Guideline

In order to use a guideline on a relationship, you must publish it.

Publishing Guidelines

In the app, click Publish. Once published:

1. The guideline becomes read-only.
2. It’s marked as PUBLISHED and timestamped.
3. It can now be used for validation.
4. Any other published version in the same group is automatically archived.

Before You Publish

Make sure:

• There are no validation errors.
• The guideline has at least one rule
• It’s still in Draft status.

Promoting to Default

Once a guideline is published, you can mark it as the default for a specific trading partner and document type.

Why Set a Default?

When inviting new trading partners to trade with you on specified transaction types, your default guideline will be used.

Rules for Defaults

• Only published guidelines can be defaults.
• One default per account + transaction type.
• Setting a new default automatically unsets the old one.

If a default guideline is archived, its default status is removed.

Guideline States

stateDiagram-v2
  [*] --> CreateGuideline

  CreateGuideline: CREATE (Guideline)
  Draft: DRAFT (editable)
  Published: PUBLISHED (immutable)
  Archived: ARCHIVE (inactive)

  CreateGuideline --> Draft: create
  Draft --> Published: publish
  Published --> Archived: archive
  Published --> Draft: create new version
  Archived --> [*]

  %% Optional flag, not a real state
  Published --> Published: set as default (optional)