Page Comparison

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• Using a Process Flow, or
• Using a Transaction

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Process_Flow Process_Flow

Creating a Post Process Template Using a Process Flow 

Prerequisites

For using a Process Flow in a Post Process Template, ensure that you have:

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1. Go to Configure > Templates > Create Template. The following are the high-level steps that you need to select while creating a Template. For detailed instructions, click here.
2. Select File & Message from the Select Template Type drop-down list.
3. Select Inbound in the Select direction drop-down list. 
4. Select the application from the list while defining the Source application, for example, FTP.
5. Define the source data format for a Template.
6. Select the event to be triggered.
7. Select the source layout and format of a Template.
8. Select Post Process app while defining the Destination application.
   
   
   
   
9. Select Process Flow from the Select Post Process Type drop-down list.
10. Select the process flow from the Select Process Flow drop-down list. Only published process flow will be populated in the drop-down list.
11. Click Add Parameters to add parameters. Define the keys and their values. The specified values will be put in the context of the child flow. 
    
    
    
    
12. Define the target data format and layout.
13. Define the mapping between the fields.
14. Click Save and Exit to save the Template.

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Transaction Transaction

Creating a Post Process Template Using a Transaction 

To create a Template:

1. First, create a Template using Pre Process application as a Source application. The following are the high-level steps that you need to select while creating a Template. For detailed instructions, click here.
   1. Click Configure > Templates > Create Template.
   2. Select File & Message from the Select Template Type drop-down list.
   3. Select Inbound in the Select direction drop-down list. 
   4. Select Pre Process app while defining the Source application.
      
      
      
      
   5. Select the source data format for a Template.
   6. Select the source layout and format of a Template.
   7. Select the Destination application, for example, FTP.
   8. Define the action to be taken at the destination.
   9. Define the Destination application account and configuration details.
   10. Define the target layout and format of a Template.
   11. Click Save and Exit to save the Template.
2. After creating a Template, create a Transaction using this Template.
3. Now, create a Template using Post Process application as a Destination application. The following are the high-level steps that you need to select while creating a Template. For detailed instructions, click here. 
   1. Click Configure > Templates > Create Template.
   2. Select either File or App from the Template Type drop-down list.
   3. Select Inbound in the Select direction drop-down list. 
   4. Select the Source application, for example, QuickBooks.
   5. Define the source data format for a Template.
   6. Select the event to be triggered.
   7. Select Post Process app while defining the Destination application.
      
      
      
      
   8. Select Transaction from the Select Process Type drop-down list.
   9. Select the Pre Process Transaction from the Select Transaction drop-down list. Only Pre Process Transactions will appear in the drop-down list.
   10. Click Add Parameters to add parameters. Define the keys and their values. The specified values will be put in the context of the child flow. 
       
       
       
       
   11. Define the target data format and layout.
   12. Define the mapping between the fields.
   13. Click Save and exit to save the Template.