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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 .

4. Select the Network for which you are creating the Template.

   Select the Template access and Network.

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   NameDescriptionAccess To template

   Public: Template is used by the Company and selfonboarded 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 templateis Private, then by default, only Internal Network is selected and you can't add or change the Network.

   If the access to templateis Public, you can select the Network(s) from the drop-down list. To

    To select multiple Networks from the drop-down list, click on the networks one by one.

   Only

    Only the Partners of the selected Network(s) will be able to access this Template.

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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 from the drop-down list. This will list all the published process flows. 
   
   
   
    You can either select from an existing published Process Flows or create a new one by clicking . 
   
   

   Important!

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   If you are creating a fresh new Process flowFlow, you must know the guidelines for defining a PF the Process Flow in the Custom Template. Click here to view the guidelines.

   1. On the Create Process Flow window, provide a unique process flow name and description, and click Continue. 
   2. A file - startPD.jnlp will get downloaded to your computer. Double-click to open the Process Flow Designer. 
   3. In the Process Designer, arrange all the activities in a sequence to create a Process Flow.
10. Click Next to select the activities.

11. 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 multiplesourceor multiple source or target activities.

12. Click Next to define the parameters. 

    

     

13. Click Add Parameter to add either Template or Transaction Parameters. These are the parameters whose value you want to get while creating a Template or Transaction. 

    Template Parameters: Company Users will define the value of these parameters while creating a Template.

    Transaction Parameters: Business Users or IT Users will define the value of these parameters while creating a Transaction using this Template.

    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.

14. Click Next to define the values of the Template parameters. This screen appears only if you have provided Template Parameters in the previous step.

15. Click Next to provide the definition of the activities.

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