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The first step while creating a Template is to provide the Template definition. The definition includes details, such as name, description, and other information about the Template.

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

To create an outbound a Partner to Partner Exchange Template:

  1. Click Configure > Templates > Create Template

     

  2. On the Create New Template screen, provide the name and description of the Template. The name should be a unique name and can be up to 48 characters long. The description of the Template can be up to 300 characters long.

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  3. Click Continue.

  4. Select Custom from the template type Outbound and Partner to Partner Exchange from the direction, and click Next.

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    Select the

    Network for which you are creating the Template. To select multiple Networks from the drop-down list, click on the networks one by one. Only the Partners of the selected Network(s) will be able to access this Template.

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    Single Page checkbox if you want to create Partner to Partner Exchange Transaction in a single page. You can not change its value once a Transaction has been created using this Template. 


  5. Click Next to select the process flow. 

  6. Select the process flow from the drop-down list. This will list all the process flows published as a template. 


    You can either select from an existing published Process Flows or create a new one by clicking 

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    If you are creating a new Process Flow, you must know the guidelines for defining the Process Flow in the Custom Template. Click here to view the guidelines.

    1. On the Create Process Flow window, provide a unique process flow name and description, and click Continue
    2. A file - startPD.jnlp will get downloaded to your computer. Double-click to open the Process Flow Designer
    3. Now, create a Process Flow as per your requirements.
  7. Click Next to select the activities.
     

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    You may get an alert message if there is a change in the selected process flow. Click Sync to view the updated list of activities.
  8. The screen will display all the activities used in the Process Flow. In case of multiple destinations, select the destination by clicking Destination check box in the Trigger/Action column. Here, as an example of two Source and Destinations have been used in a custom template.
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    NameDescription
    Process StepList of activities used in the process flow.
    Base TypeType of activity - source, layout, mapping, and so on.
    Trigger/ActionShows the Source which will act as a trigger in case there are multiple sources. You can also select the destination in case of multiple targets.
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    Parameters
    Parameters
    Click Next to define the parameters. 

     

  10. Click Add Parameter to add either Template or Transaction Parameters. These are the parameters whose value you want to get while creating a Template or Transaction. 

    Template Parameters: Company Users will define the value of these parameters while creating a Template.

    Transaction Parameters: Business Users or IT Users will define the value of these parameters while creating a Transaction using this Template.

    Parameter NameDescription
    Group TitleUnique name to identify a group.
    Parameter NameName of the parameters of the group.
    Parameter TypeType of the input parameter to be received from the Partner.
    Provide Input OptionsList of options for combo and radio button parameter type.
  11. Click Next to define the values of the Template parameters. This screen appears only if you have provided Template Parameters in the previous step.
  12. Click Next to select the routing.

  13. The routing option is selected by default depending on the selected Process Flow. If the Process Flow contains Content Based routing activity then by default Content Based routing option is selected otherwise Context Based routing option. 

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  14. Click Next to configure template settings.

    Field NameDescription

    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 a 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 property (Configure > All Entities Developer Studio > Proceed > Administer > Setup > Update System Properties > Systems > Personalization).

    When to notify the contact?

    Always: Send an email whenever the execution of the Transaction is successful.

    On Error: Send an email if an error occurred during the execution of the Transaction.

    Data EncodingCharacter-set encoding for your source data. The available options are UTF-8, UTF-16, UTF-32, and ISO-8859-1.
    Click Next to select the Source application
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Next Step

Defining the source application of the template