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Create an Inbound Template to receive data from the Partner. After creating a Template, you must activate and share it with your Partners to create a Transaction for exchanging data. 

Only a Company administrator and an IT User can create a Template. However, we recommended that only an IT User creates a Template.

Prerequisites

Ensure that you have:

  • Added a 

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  • published it as a Template. Ensure that you have followed the guidelines while creating a Process Flow for the Custom Template. However, you can also create the Process Flow while creating a Custom Template.

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  • Process Flow (required for using a Process Flow in a Template)
  • Custom Plugin (required if the Process Flow is further calling another Process Flow)