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Configure File Definitions

A File Definition describes the structure and serialisation rules of file-backed data. Velox provides separate setup forms for flat/CSV, XML, JSON, EDI and Excel Definitions.

Scope

This reference helps implementers choose a File Definition type and identify its main verified settings. A File Connection supplies the folders and names; the File Definition supplies the format, dataviews and fields.

Choose a format

FormatUse whenPrincipal configuration
Flat file or CSVRecords use fixed positions or delimitersRecord and field delimiters, quote character, excluded lines, encoding, headers and invalid-record handling
XMLThe payload is XML and may be described by an XSDXSD, schema root, namespaces, validation, DTD policy, encoding and XML prolog
JSONThe payload uses object or array structuresSample/schema source, root type for writing, dataview paths, null output and encoding
EDIRecords are segments with element and component delimitersSegment terminator, element/component delimiter, escape character, record-delimiter detection and encoding
ExcelData is read from or written to workbooksXLS/XLSX format, worksheet/range mappings, optional output template and workbook password

CSV is configured as a delimited flat file; it is not a separate File Definition type.

Use the dedicated references for flat text/CSV/fixed-width, XML, JSON, EDI and Excel. Each page records the complete type-specific defaults and implementation quirks.

Common settings and actions

Setting or actionAccepted valueEffect and constraints
File Definition NameUnique descriptive textIdentifies the Definition to consuming modules.
File ConnectionAn existing File ConnectionSupplies the runtime file path, search pattern and output name. A missing assignment prevents file access.
DB ConnectionAn existing DB Connection when the design requires oneMakes database-backed design data available; it does not replace the File Connection.
DesignOpens the format-aware data designerDefines dataviews, record/root paths, fields, types and parent/detail relationships.
Test File LoadA sanitised representative fileLoads a file using the current definition so that parsing and field mappings can be checked.
SettingsShared definition settingsProvides additional definition behaviour used by the selected format and dataview design.

Format settings

Flat files and CSV

Set Delimited Fields? for delimited data. A comma uses character code 44, a tab uses 9, and a double-quote quote character uses 34. Configure Record Delimiter, Text Encoding, excluded top/bottom lines and header output to match the file contract. Fixed-width files leave delimited fields disabled and obtain field positions from the designed fields.

XML

Select the XSD Schema and correct Schema Root Node when the contract uses an XSD. Validate XML Document against XSD Schema is enabled by default. Allow DTD reference in XML instance is disabled by default; enabling DTD processing requires a specific security review. Imported or included schemas must remain accessible wherever the Definition is designed and run.

JSON

The JSON Schema control is used by the current design-time outliner to load a JSON instance; it does not establish runtime JSON Schema validation. Select whether writing starts with an object or array using JSON Root Type (for writing), then verify every dataview and field path with representative nested and repeated data.

EDI

Configure character codes for Segment Terminator, Element Delimiter, Component Delimiter and Escape Char. The defaults are respectively 39 ('), 43 (+), 58 (:) and 63 (?). Auto-detect Record Delimiter can use a leading UNA segment, but the Definition still needs dataview record identifiers that match the segments it processes.

Excel

Select the workbook format or keep Auto-detect Excel format enabled so .xls or .xlsx output names determine the format. Dataviews identify worksheets and ranges. Use Output Template only with a governed template whose layout and availability are controlled with the Definition.

Example

For this illustrative CSV record:

HDR,10045,2026-07-14

a flat-file Definition could use comma-delimited fields and a dataview whose record identifier is HDR. The actual field names, types, lengths and record identifiers must come from the agreed file contract.

Constraints and failure behaviour

  • Test both reading and writing when a Definition is used in both directions; successful parsing does not prove that output matches the external contract.
  • Do not enable options that ignore invalid lines, extra fields, invalid values or truncation warnings merely to make a test pass. They can hide data-quality failures.
  • Encoding, byte-order marks, delimiters, namespaces, paths, workbook ranges and null handling are part of the interface contract. Verify them with the receiving system.
  • XML has active XSD-validation support when configured. Equivalent runtime JSON Schema validation was not found in the current JSON file engine.
  • A File Definition without a File Connection reports that its File Connection is not set.
  • Renaming dataviews or fields can break Maps, Flows, Reports, APIs and transports that consume them.

:::caution Test with sanitised copies Test File Load reads a real file through the current Definition. Use a sanitised copy in a test File Connection and do not point design-time tests at an active inbound folder. :::