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A Transaction is created by using a Template. Therefore, before creating a Transaction, ensure that you have created a Template.

To create an Outbound Transaction:

1. Provide the name and description of the Transaction. The name and description of the Transaction are generated automatically based on the selected Template. You can edit the Transaction name and description that can be up to 48 and 300 characters long.
   
   
   
   

2. Click Continue.

3. Select the partner for whom you are creating this Transaction. All the Partners of the Network(s) to which this Template belongs will be populated in the drop-down listfield. 

    

   
   

4. Click Next. This screen appears only if the Template you are using is created using Context Based routing option.

5. Provide the value of the parameter corresponding to the variable name.
   
   

6. Click Next to go to Transaction Settings step.

7. On the Transaction Settings screen, do the followings:

   1. Enter the

   following

   1. details

   to configure the Transaction Settings

   1. as described in the following table.

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      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 comma. If Adeptia Connect is running on multiple environments and you want to receive environment name in the emails, then you need to specify the environment name in the relevant property (Account > Settings > Server Nodes Settings > Systems > Personalization).
      When to notify the contact user thru email?		Always: Send an email whenever a Transaction executes. On Error: Send an email if an error occurred during the execution of the Transaction. Do Not Notify: Select this option if you do not want to receive an email notification for Transaction execution.
      Email Notification Format		This field is visible only when you have selected Always or On Error option to send the notification to the user. Select the email notification format that you want to use for notification emails sent to the user for successful and failed transaction. Default: If you select Default, the system will use the default email notification format. Customized Notification Format: If you select this option, a Custom Error Notification Format field appears. In this field, you can select an existing custom email notification format or create a new one, and use it for email notifications.

      
      

   2. Expand Advanced Settings to set the Logging Level, Repository File Retention, and Activity Logging Retention. The available options for the fields are as follows:

      • Logging Level- INFO, DEBUG, and ERROR

      • Repository File Retention- DONT DELETE, DELETE, DELETE ON SUCCESS, and DELETE ON SUCCESS EXCEPT SOURCE DATA

      • Activity Logging Retention- DONT DELETE, DELETE ON SUCCESS, and NO LOGGING
        To learn more about these options, refer to this page.

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      The three fields (Logging Level, Repository File Retention, and Activity Logging Retention) appear on this screen only when the Template you are using is created by setting Routing Type to None. When you use a Template with Routing Type selected as either Content Based or Context Based, only the Repository File Retention field appears on the screen.
      

      If you hide the Transaction Settings page using Select the steps which you want to hide at the time of Transaction creation option from the Settings screen while creating a Template, by default the following values will be set for the fields in a Transaction:
      

      • When using a Template with Routing Type as None:
        
        1. Logging Level : ERROR
        2. Repository File Retention : DELETE ON SUCCESS EXCEPT SOURCE DATA
        3. Activities Logging Retention : DONT DELETE
         
        
      • When using a Template with Routing Type as Content or Context Based:
        
        1. Repository File Retention : DELETE ON SUCCESS EXCEPT SOURCE DATA

8. Click Next to define the parameter values. This screen appears only if the Template you are using is created to get the values from the Partner or Company user.

9. Provide the values in the fields.
10. Click Next to select the Destination application account. 

11. Select the account from the drop-down list. You in the Provide account information field. You can either use an existing account or create a new one. Click Click  to add a new account. For more information on how to add an account, refer to Appendix C: Supported Applications.

    
     

    Info
    Click Test to test the connection to your account.

    
    

12. Click Next to provide the configuration details.

13. After providing the configuration details, click Next. 

    Info
    The Destination application account and configuration details screen differ based on the Destination application chosen in the Template you are using.

    
    

14. Click Next.

15. The next screen would be Target layout screen. This screen appears only if the Template you are using is created for the Partner to define the layout. 

16. Select the format and layout from the drop-down listsOn the Define layout screen, select the format and layout. You can either use an existing layout or create a new one. 
    
    
    
    

17. Click Next to encrypt data. This screen appears if the Template is created using a file-based application.

18. Select the Want to encrypt target file? check box to encrypt the destination file. The below fields appears. Provide the details in the corresponding fields.
    
    
    
    

    Field Name	Description
    Key Manager	Select the Key Manager from the list. To create a Key Manager, visit Account > Security Settings. To create a Key Manager, click here.
    Key Name	The default value is the default.

    
    

19. Click Next to define the mapping. This screen appears only if the Template you are using is created for the Partner to define the mapping. 

20. Click Save & Exit to save the Transaction.

    This creates an Outbound Transaction.Next Step

    /wiki/spaces/AC372/pages/34056301

    Activating a Transaction