The first step while creating a Template is to provide Template definition. The definition includes details, such as name, description, and other information about the Template.
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| Only a Company administrator and an IT User can create a Template. However, it is recommended that IT User creates a Template. |
To provide the definition of a Template:
Click Configure > Templates > Create Template.
On the Create New Template screen, provide the name and description of the Template. The name should be a unique name and can be up to 48 characters long. The description of the Template can be up to 300 characters long.
Select the project from the Select Project drop-down list.
Info By default, Select Project field displays the default project of the logged-in user as the selected project. Provide a display name for the Template.
Click Continue.
Select Convert from the template type, Outbound from the direction, and click Next.
Select the Network for which you are creating the Template. To select multiple Networks from the drop-down list, click the Networks one by one. Only the Partners of the selected Network(s) will be able to access this Template.
Select the checkbox Allow Import Partner(s) which allow you to select a Web Form to import Partners while configuring the Transaction.
Click Next to define the additional parameters for the Partners.
These are the parameters whose value you want to get while creating a Template or Transaction.Template Parameters: Company Users will define the value of these parameters while creating a Template.
Transaction Parameters: Business Users or IT Users will define the value of these parameters while creating a Transaction using this Template.
Click Add Parameter to define the parameters.
Fields Description Group Unique name to identify a group. Name Name of the parameter. Display Name Display name for the Parameter. This display name will be visible instead of the Parameter's actual name on the Parameter Values page. Tooltip Message that you want to show as a tooltip for the Parameter. Parameter Type Type of the input parameter to be received from the Partner. Mandatory Parameter may be mandatory or optional. By default, the parameters are mandatory. Default Value Default value of the parameter. Depending on the Parameter Type you have selected, you may have to define some additional fields/options or settings while defining a parameter. Refer to the Templates and Transactions Parameters page for more information on fields and their possible values.
Info You can define the parameters mandatory or optional with the Mandatory checkbox. Uncheck the mandatory checkbox to define the parameters optional. By default, parameters are mandatory.
The Partner who will use this Template to create a Transaction will define the values of these specified parameters that will be stored in the context of the process flow. Add as many parameters you want by clicking Add Parameter.Click Next to define the values of the Template parameters. This screen appears only if you have provided Template Parameters in the previous step.
Select the Routing Type from here. Ensure that the routing type you choose, should be dropped in the process flow you had selected for this template.
Select None if you don't want any routing type for this template.Description Context Based Select this option to fetch and process files based on the file name. Content Based Select this option to fetch and process files based on the content of the file. Click Next to configure the template settings.
Field Name Description Contact User
Email id(s) listed here will receive a notification email whenever the Transaction is executed successfully or if there is an error during execution. Multiple email ids are separated by a comma.
If Adeptia Connect is running on multiple environments and you want to receive environment name in the emails, then you need to specify the environment name in the relevant property (Account > Settings > Server Nodes Settings > Systems > Personalization).
When to notify the contact? Always: Send an email whenever the execution of the transaction associated with this template is successful.
On Error: Send an email if an error occurred during the execution of the transaction associated with this template.
Do Not Notify: Select this option if you do not want to receive an email notification after the execution of the transaction associated with this template.
Email Notification Format This field is visible only when you have selected Always or On Error option to send the notification to the user.
You can choose the Email Notification Format to used in the email notification to be sent to the user on successful and failed Transaction. There are two possible values for this: Default and Customized Notification Format. By default, the value of this field is set to Default.
If you select the Customized Notification Format, you need to provide the following details:Select the custom success email notification format from the Custom Success Notification Format field. You can also create a new email notification format by clicking
.
The existing email notification format can also be copied and edited by clicking the
and 
icons respectively. Use refresh 
icon to refresh the list.Note This field is visible only when you have selected Always option to send the notification to the user. Select the custom error email notification format from the Custom Error Notification Format field. You can also create a new email notification format by clicking
.
The existing email notification format can also be copied and edited by clicking the and icons respectively. Use refresh icon to refresh the list.Note This field is visible only when you have selected On Error or Always option to send the notification to the user.
Data Encoding Character-set encoding for your source data. The available options are UTF-8, UTF-16, UTF-32, and ISO-8859-1. Data encryption at rest Select the particular option from drop-down list of Data encryption at rest. You can enable, or disable, and use global Property value to configure EAR for Template.
Use Global Policy: Select 'Use Global Policy' to use Global Property value for Template.
Yes: Select 'Yes' to enable EAR for Template. It will not use Global Property value.
No: Select 'No' to disable EAR for Template. It will not use Global Property value.Enable External Mapping Validation You can use this function to validate the REST API in mapping. Follow the steps to enable the External Mapping Validation:
Select the Enable External Mapping Validation checkbox to configure the REST account for external mapping validation.
Select the Rest Account from the drop-down list of Provide REST Consumer information field. You can also create a new REST Account by clicking
.
Click here to get more details on using Validation Option in Mapping.
Enable External Mapping Function(s) You can use this function to apply the external map function in the mapping through REST API. Follow the steps to enable the External Mapping Function:
Select the Enable External Mapping Function(s) checkbox to select the REST account.
Select the Rest Account from the dropdown list of Provide REST Consumer information field. You can also create a new REST Account by clicking
.
Click here to get more details on using Available Functions in Mapping.
Select the steps which you want to hide at the time of Transaction creation Select the step that you want to hide while creating a Transaction by using this Template. You can hide either the Definition page or the Settings page.
If you choose to hide the Definition Page:
The template definition will be treated as the definition for the transaction.
The transaction name will be a combination of the template name and the partner name.
If you choose to hide the Settings Page:
The settings done on the Template Settings page will be treated as the settings for the transaction.
Info Once External Mapping Function is enabled, then you can choose Available Functions from the Destination elements of mapping to apply the custom function as a mapping expression.
Once External Mapping Validation is enabled, then
icon is visible on the toolbar of mapper to validate the REST API. - Click Next to select the Source application.
Next Step
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