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1. Click Configure > Templates > Create Template. 
   
   

    

2. 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.

   

    

3. Click Continue to select the network for which you are creating the Template.

4. 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.

5. Click Next to provide the configuration details.

6. Select the following:

   1. Select template type: Custom.

   2. Select direction: Inbound.   

   

    

7. 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.

8. Click Next to select the process flow. 
9. Select the process flow or click Image Removed to create a new one. from the drop-down list. This will list all the published process flows. 
   
   Image Added
   
    ClickImage Addedto create a new one. 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.
10. Click Next to select the activities.

11. Select the activities

    that you want

    to use in the Template. 
    
    Image Added  
    
    

     

12. Click Next to define the parameters.

    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.
    Live Preview	Preview of the group.

13. Click Next to define the Source application.

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