After you have provided the definition of the Template, the next step while creating a Template is to define the Source application. A Source application is an application from where data is received. After defining the Source application, you must choose a Trigger.
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Select the Source application and click Next.
Info However, depending upon the routing type you chose while defining the template list of available apps will vary:
For Content Based Routing: Box, Dropbox, Email, FTP, File, Google Drive, REST WebHook, SOAP WebHook, JMS, Database
For Context Based Routing: Box, Dropbox, Email, FTP, File, Google Drive, REST WebHook, SOAP WebHook (as context based routing needs file names, these are the applications that support file transfer).
No Routing: All apps
Info The next screen differs depending on the selected Source application. Select the trigger from the drop-down list and click Next.
Info The list of triggers differs for selected Source application. For the complete list of triggers of the supported applications, refer to Appendix D: Supported Applications.
Select the Source application account. You can either use an existing an account or create a new one. Click
to add a new account. For information on how to add an account, refer to Appendix D: Supported Applications.
Info Click Test to test the connection to your account. Click Next to add the configuration details.
Provide the configuration details of your account.Anchor Trigger_Type Trigger_Type 
Field Name Description Folder Location Folder location from where to pick files. Process all the existing records/files To process all the existing files from the specified location. Process duplicate files This option appears only for FTP application. Selecting this option will process any new file that has the same name as the file that has already been processed. This option process the duplicate files as per the retain time defined in the event metadata property. Delete file on success Delete the file once it is processed. File type File format to process the files. Multiple file formats are separated by a comma. Use *.* to process all file formats. Trigger Type You can set trigger through POLLING and CRON EXPRESSION.
POLLING: The time interval during which the Transaction triggers. By default, Transaction triggers after every 10 minutes. Select No polling option to trigger Transaction manually.
CRON EXPRESSION: Define the specific time schedule for the Transaction to trigger. For more information on how to define Cron Expression, click here.
Info The Source application account and configuration details screen differ depending on the Source application chosen in the Template. Click Next to select the routing criteria. This screen appears only for Context Based routing type.
Select the routing criteria based on which different data files will be sent to the Partners.
Criteria Condition Parameter Currently, only File Name is supported. A condition to filter the files.
Equals: Select this option to allow your Partner to provide the exact file name with its extension.
Contains: Select this option to allow your Partner to provide any part of the file name.
A variable name for the specified condition. For example, here in the example, cust_id is specified as a variable name. The Partner needs to specify the value for the variable name (cust_id) at the time of creating a Transaction. Suppose, the value specified is CUST147. When the Transaction will execute, it will fetch all the records containing CUST147 such as CUST14789.txt, CUST1478.xls, CUST147.docx.
If you have specified Equals in the Condition drop-down list then Transaction will fetch all the records containing CUST147 only such as CUST147.txt, CUST147.docx.
Click Next to select the source data format.
Select the source data format and source data layout for the Source application. Source data format is the format in which the data of the source file exists, for example, text, excel. Source data layout is the layout of the source file. You can either use the existing layout or create a new layout. To create a new layout, click
. For more information, refer to Appendix A: File Layouts. 
Click Next to define the subsequent source application. This screen appears only if the Process Flow is using multiple source applications.
Info You can choose from the following applications only - Database, Email, FTP, File, and JMS. Repeat all the above steps to define the subsequent source application(s). You can also allow your Partner to define this step or all steps of the application by clicking Partner will define this step check box. The Partner will define this step while creating a Transaction using this Template.
Click Next to provide the definition of other activities, if any.
Click Next. The next step differs depending on the selected process flow. If the process flow has content based routing activity then in the next step, you need to define the routing else define the Destination application.
Next Step