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  1. Select the Target application and click Next. 

    Info

    You can also use a Process Flow or Transaction in a Template. For this, you need to select Post Process application. For more information, click here.

     
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  2. Select the action and click Next.

    Info

    The list of actions differs for the selected Target application. For the complete list of actions of the supported applications, refer to Appendix D: Supported Applications.

  3. Select the Target application account. You can either use an existing account or create a new one. Click to add a new account.

    Info
    Click Test to test the connection to your account. 
  4. Click Next to define the configuration details.

  5. Provide the configuration details of the selected Target application.  

    Info
    The Target application account and configuration details screen differ depending on the chosen Target application.
  6. Click Next to select the target data format. This screen appears only if have selected a file-based application at the Target. 
  7. Select the target data format and data layout for the Target application. Target data format is the format in which you want the target file, for example, text, excel. Target data layout is the layout of the target file. You can either use an existing layout or create a new one. Clickto create a new layout. For information on how to create a new layout, refer to Appendix A: File Layouts.

     

  8. Click Next to define whether you want to encrypt the target file. This screen appears only if have selected a file-based application at the Target.

  9. Select the Want to encrypt target file? check box. Provide the details of the Key in the drop-down lists.

    Field NameDescription
    Key ManagerName of the Key Manager. To create a Key Manager, click here.
    Key NameThe default value is the default.
  10. Click Next to define the mapping. This screen appears only if you have selected Yes (Convert) option in the data format. Either you or your Partner will define the mapping as specified in the data format.  

  11. Click Next.
  12. In the Documentation URL, provide the URL that contains the description of the Template. This is an optional field, hence you can skip this step. 



  13. Click Save & Exit to save the Template.

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