To create You can use a web form :
...
Select where you want the page from the Navigation Path. Depending upon the chosen navigation the web page will appear as a link on the selected screen.
| Navigation Path | Description |
|---|---|
| Partner | Adds a web page as a link in the Partners tab. |
| Transaction | Adds a web page as a link in the Transaction tab. |
| Dashboard | Adds a web page as a link in the Dashboard tab. |
| My Tab | Creates a new tab before the Partners tab. |
| Web Page |
...
as a link or while creating a Template/Transaction.
Using a Web Form as a Link
Depending on the chosen navigation, access the tab and use the web form. For instance, if you have selected Partner as a Navigation tab, click the Partner tab, and select the web form. The form will appear on the right side of the screen.
Using a Web Form in a Template/Transaction
You can use a web form while creating a Template if the web form is created for Template/Transaction Navigation Type. To use a web form in 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.
Click Continue.
Select the Network for which you are creating the Template. To select multiple Networks from the drop-down list, click on the networks one by one. Only the Partners of the selected Network(s) will be able to access this Template.
- Click Next to choose the template type.
- Select File & Message from the template type, Inbound from the direction, and click Next.
- Click Next to configure the template settings.
- Click Next to define the additional parameters for the Partners.
- Click Add Parameter to define the parameters. 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.
- Click Next to select the Source application.
- Select Web Form as a Source application and click Next.
- Select the source data format and click Next.
- Select On Form Submit as a trigger and click Next.
- Select the web form and click Next. Only published and Template/Transaction type web forms will be displayed here.
- Select the destination application.
- Follow the steps and create a Template.
- Create a transaction using this template.
- After you have created a Transaction, click
> Run Now. - The web form appears. Fill the details of the form and then click Submit.