After you have provided the /wiki/spaces/AC2/pages/659860 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 The applications will populate in the drop-down list based on the options selected in the /wiki/spaces/AC2/pages/659860 while defining the Template. 
Select the data format and click Next.Anchor Data_Format Data_Format 
No (Pass Thru): Select this option to transfer the file from one application to another.
Yes (Convert): Select this option to transfer convert the file data from one application file format to another. To transfer convert the data, you need to /wiki/spaces/AC2/pages/655620define the mapping between the fields of the Source and the Target applicationDestination application. On selecting this option, a new option you also need to define Who will define the mapping? will appear.
Select I will define if you want to define the Partner's layout and mapping between the fields of the Source and the Target applicationDestination application.Select Partner will define if you want your Partner to define the layout and mappingbetween mapping between the fields of the Source and the Target applicationDestination application.
Info Select the trigger from the drop-down list and click Next.
You need to skip the next two stepsInfo Depending upon The list of triggers differs for the selected Source application, the list of triggers differ. For the complete list of triggers of the supported applications, refer to Appendix D: Supported Applications.
For NetSuite, Zoho CRM, and Salesforce applications, you If you have selected a business application then you also need to select the account to define the account for layout information.
layout definition. This account is used to fetch and display the layout in the mapping.
Skip the next step(s) as these steps are defined by the Partner , using this Template while creating a Transaction using this Template.
Click Next to select the source layout and format. This screen appears only for file-based applications. Partner will define this step in case you have selected Partner will define option in the data format.
Info This screen is not applicable for EDI X12 template type. 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 exist, 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 select the filter criteria. This screen appears if you are using a business application. Next.
The Partner who will use this Template will define this stepthe filter criteria.
Click Next to select the Target Destination application.
Next Step/wiki/spaces/AC2/pages/655497