For standard Template Types (App, File, and EDI), the steps to create a Template are same and fixed. If you have more steps then you need to use the Custom template.
Using a Custom template, you can define your own process flow and publish it as a configurable Template. You can also dynamically select the steps for the process flow.
After creating a Template, you must activate and share it with your Partners. The Partners will use this shared Template to create a Transaction for exchanging data.
| Info |
|---|
| Only a Company administrator and an IT User can create a Template. However, we recommended that only an IT User creates a Template. |
...
Use a Custom Template in case you want a customized Process Flow for your complex Transactions. The Custom Template provides you with the flexibility to use the following activities suiting your requirements:
- Multiple Source and Target activities with corresponding Source and Target schema
- Data Mapping
- Web Services
- Data Security (Encryption and Decryption)
- Mail Notification
- Native Call
- Custom Plugin, and more
You can create three types of Custom Templates:
Create an Inbound Template to receive helps in receiving data from the Partner. In this Template, your Partner will define defines the Source application account and configuration details. Create an Outbound Template to send with configuration details and the Company defines the configuration for the destination.
Outbound Template helps in sending data to the Partner. In this Template, Company will define defines the Source application account and configuration detailswith configuration details and your Partner defines the configuration for the destination.