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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.

   Provide the configuration details for the Template. 

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   AnchorFile_AppFile_App
6. In the

   Select

   template type, select one from

   the following

   options

   :

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      App: Select this option if your Partner is using an application, for example, QuickBooks.

      File & Message: Select this option if your Partner is using a file system, for example, File Source, or message type application, for example, Email or JMS.

      EDI: Select this option if your Partner wants to send or receive EDI files.
      AnchorInbound_OutboundInbound_OutboundIn the Select direction, select Inbound to receive data from the Partner. In this option, Partner will define the Source application account and configuration details.
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      AnchorConfigurationConfigurationThe list of applications in the /wiki/spaces/AC2/pages/655669 and /wiki/spaces/AC2/pages/655497 application screen differs based on the option selected in the Select template type drop-down list. The applications will be listed as per the following table:

      Application Type	Template Type	List of Applications
      Source Application	App	List of all app-based application will appear, for example, Facebook, QuickBooks, HubSpot, FreshBooks, and so on.
      	File	List of all file-based application will appear, for example, File, FTP, Email, and so on.
      	EDI	FTP, File, and JMS.
      Target Application	App	All the supported applications will appear irrespective of the option selected.
      	File
      	EDI	FTP, File, Database, and JMS.

      Select template type: Custom.

   2. Select direction: Inbound.   

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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.

   AnchorParametersParameters
8. Click Next to define the additional parameters for the Partnersselect the process flow. 
9. Select the process flow or click Image Added to create a new one. 
10. Click Add Parameter Next to define select the parameters. The Partner who will use this Template to create a Transaction will define the values of these specified parameters that will be stored in the context of the process flowactivities.
11. Select the activities that you want to use in the Template.  

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.

Next Step

Defining the Source application of the Template