For standard Template Types (App, File, and EDI), the steps to create a Template are same and fixed. If you have more steps then you need to use the Custom template.
Using a Custom template, you can define your own process flow and publish it as a configurable Template. You can also dynamically select the steps for the process flow.
After creating a Template, you must activate and share it with your Partners. The Partners will use this shared Template to create a Transaction for exchanging data.
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| Only a Company administrator and an IT User can create a Template. However, we recommended that only an IT User creates a Template. |
You can create following two types of Custom Templates:
Create an Inbound Template to receive data from the Partner. In this Template, your Partner will define the Source application account and configuration details.
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You can use custom template if you want a customised process flow for your complex transactions. In other type of templates you can only use pre-bundled process flow with a one source and one destination. However, custom template gives you the flexibility to:
- Create a process flow with
- Multi source - single destination
- Multi source - multi destination
- Single source - multi destination
- Insert a web services in a process flow
A highlevel workflow for creating a custom template is as follows:
Choose a Custom Template > Create a Process Flow with dummy activities suiting your requirements > Publish the Process Flow as a Template >Define Activities with Source Trigger and Destination