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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 to select the network for which you are creating the Template.
Select the Template access and Network.
Name Description Access To template Public: Template is used by the Company and self onboarded Partners.
Private: Template is used by the Company only.
Network Selection of Network(s) will depend on the type of access you have chosen in the previous option.
If the access to template is Private, then by default, only Internal Network is selected and you can't add or change the Network.
If the access to template is Public, you can select the Network(s) from the drop-down list. To select multiple Networks from the drop-down list, click on the networks one by one. Only the Partners of selected Network(s) will be able to access this Template.
Click Next to provide the configuration details.
Select the following:
Select template type: Custom.
Select direction: Inbound.
Click Next to continue further.
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.
When to notify the contact? Always: Send an email whenever the execution of the Transaction is successful.
On Error: Send an email if an error occurred during the execution of the Transaction.
Data Encoding Character-set encoding for your source data. The available options are UTF-8, UTF-16, UTF-32, and ISO-8859-1. - Click Next to select the process flow.
- Select the process flow from the drop-down list. This will list all the published process flows.
You can either select from the an existing published Process Flows or create a new one by clicking
. - On the Create Process Flow window, provide a unique process flow name and description, and click Continue.
- A file - startPD.jnlp will get downloaded to your computer. Double-click to open the Process Flow Designer.
- In the Process Designer, arrange all the activities in a sequence to create a Process Flow.
- Click Next to select the activities.
Select the activities to use in the Template. This will list all the activities used in the process flow.
Name Description Process Step List of activities used in the process flow. Base Type Type of activity - source, layout, mapping, and so on. Trigger/Action Applicable for the multiple source or target activities. Info We have selected a Process Flow with multiple source/target activities and layouts and multiple mappings. A Process Flow may have following activities - Data Security (Encryption and Decryption), Miscellaneous (Mail Notification and Stored procedure), Extensions (Native Call and Custom Plugin), Source and Target activities, Source and Target layout and schema, Data mapping, Web Services, and Polling. Depending upon the activities used in the Process Flow, you need to provide the definition of all the activities in the Template.
We have considered a Process Flow with multiple source/target activities and layouts and multiple mappings to explain the Custom template. Since our selected Process Flow has source activity, source layout, target activity, target layout, and mapping, we need to provide the definition of all these activities while creating a Custom Template.
A Process Flow may have multiple source or target activities. Only those activities will be displayed whose eventContextEnable property is set to True in the Process Designer. For multiple source and target activities, you will be prompted to select which source or target activity will trigger or perform an action by clicking Trigger and Action check box. Only one source or target activity can be triggered or perform an action.
A Process Flow may have multiple source/target actvities with multiple source/target layouts. It is mandatory to have source/target layout name in the following format: <Source/Target_Activity_Name> <Layout_Name>. For instance, if the Source activity name is FileSource and layout name is TextSchema, then Source layout name must be FileSource TextSchema. This is to identify which layout is created for which activity.
Click Next to define the parameters.
Click Add Parameter to add either Template or Transaction Parameters. These are the parameters whose value you want to take from the Partner to use them either in the Template or Transaction.
Parameter Name Description Group Title Unique name to identify a group. Parameter Name Name of the parameters of the group. Parameter Type Type of the input parameter to be received from the Partner. Provide Input Options List of options for combo and radio button parameter type. - Click Next to define the values of the Template parameters. This screen appears only if you have provided Template Parameters in the previous step.
Click Next to provide the definition of the activities.
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