...
Select the Source application and click Next.
Select the data format and click Next.Anchor Data_Format Data_Format 
No (Pass Thru): Select this option to transfer the file from one application to another.
Yes (Convert): Select this option to transfer the file data from one application to another. To transfer the data, you need to define the mapping between the fields of the Source and the Target application. On selecting this option, you also need to define Who will define the mapping?.
Select I will define if you want to define the Partner's layout and mapping between the fields of the Source and the Target application.Select Partner will define if you want your Partner to define the layout and mapping between the fields of the Source and the Target application.
Select the trigger from the drop-down list and click Next.
Info The list of triggers differs for the selected Source application. For the complete list of triggers of the supported applications, refer to Appendix D: Supported Applications.
Skip the next step(s) as these steps are defined by the Partner, using this Template while creating a Transaction.
Click Next to select the filter criteria. The Partner who will use this Template will define this step.
Click Next to select the Target application.
Next Step