---
title: "Initialize document records and fields"
slug: "initialize-document-records-and-fields"
description: "Initialize XML and JSON records using input files. Learn how to manage fields and properties effectively in your documents with our step-by-step guide."
tags: ["Task topic"]
updated: 2026-03-20T07:44:38Z
published: 2026-03-20T17:44:19Z
canonical: "docs.staedean.com/initialize-document-records-and-fields"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Initialize document records and fields

For documents of type **XML** or **JSON**, you can initialize the records based on an input file. To initialize records and fields for:

- An **XML** document, you can use an input file of type **XML** or **XSD**.
- A **JSON** document, use an input file of type **JSON**.

On initializing records, also the fields that are defined in the input file, are initialized. If you initialize based on:

- An **XML** file, only the field names are known and added to the relevant document records.
- An **XSD** file, besides the field names, also the field properties can be defined and added to the relevant document records.
- A **JSON** file, only the field names are known and added to the relevant document records.

When the initialization is finished, review and complete the properties of the initialized records and fields.

Usually, during review, you do not add records or fields. However, you can remove the not needed record and fields.

### Steps

1. Click **Connectivity studio - Integration Design**.
2. Click the **Documents** tab.
3. In the list, find and select the desired document of type **XML** or **JSON**.
4. Click **Edit**.
5. In the **Record** section, click Initialize.
6. To initialize, you can only use a connector of one these types:

On the dialog, in the **Connector** field, enter or select the desired connector of type **Azure file storage**.
  - **Azure file storage**
  - **Azure Blob storage**
  - **SharePoint**
7. Select the input file for the initialization.

If the document type is:
  1. **XML**, select a file of type **XML** or **XSD**.
  2. **JSON**, select a file of type **JSON**.

In the **File name** field, enter or select a value.

> [!NOTE]
> **Note**
> 
> The default filter is defined by the **Read filename** field on the document header.
8. Click **OK**.
9. A dialog is shown with these options:

Click **Yes**.

> [!NOTE]
> **Note**
> 
> This dialog is only shown for **XML** documents.
  - **Yes**: all existing records and fields in the document are deleted and new records and fields are added based on the selected XML or XSD file content.
  - **No**: New records and fields are added based on the selected XML or XSD file content. Existing records and fields are kept in the document.
  - **Cancel**: The initialization is stopped before adding records and fields to the document.
10. Close the page.

## Related

- [Set up XML document](/set-up-xml-document.md)
- [Set up JSON document](/set-up-json-document.md)