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.
| Info |
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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 a Template:
Click Configure > Templates > Create Template.
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.
Select the Project from the Select Project drop-down list.
Click ContinueNext.
Select Custom from the template type, Inbound from the direction, and click Next.
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.
Select the checkbox Allow Import Partner(s) which allow you to select a Web Form to import Partners while configuring the Transaction.
Click Next to select the process flow.
Select the process flow from the drop-down list. You can either select from an existing published Process Flows or create a new one by clicking
. 
Info If you are creating a new Process Flow, you must follow the guidelines for creating a Process Flow for a Custom Template. Click here to view the guidelines.
- On the Create Process Flow window, provide
- Provide a unique process flow name and description
- Select the project from the drop-down list of Project and click Done.
- Now, create a Process Flow as per your requirements.
- On the Create Process Flow window, provide
Click Next to select the activities.
Info 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. The screen will display all the activities used in the Process Flow. Here, as an example, two Source and Destinations have been used in a Custom Template.
Name Description Process Step List of activities used in the process flow. Base Type Type of activity - source, layout, mapping, and so on. Trigger/Action Shows the Source which will act as a trigger in case there are multiple sources. In case of multiple destinations, select the destination by clicking Destination check box in Trigger/Action column. Click Next to define the parameters.
Parameter Name Description Group Title Unique name to identify a group. Parameter Name Name of the parameters of the group. Parameter Type Type of the input parameter to be received from the Partner. Input Options List of options for combo and radio button parameter type. Default Value Provide the value that should appear as default while giving parameter details. 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.
- Click Next to define the values of the Template parameters. This screen appears only if you have provided Template Parameters in the previous step.
- Select the Routing Type from here. Ensure that the routing type you choose, should be dropped in the process flow you had selected for this template.
Select None if you don't want any routing type for this template.
Click Next to configure template settings.
Field Name Description 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 Encoding Character-set encoding for your source data. The available options are UTF-8, UTF-16, UTF-32, and ISO-8859-1. Data encryption at rest You can select the relevant option for data encryption at rest. The available options are Use Global Policy, Yes, and No. Enable External Mapping Validation You can use this function to validate the REST API in mapping. Follow the steps to enable the External mapping Validation:
Select the Enable External Mapping Validation checkbox to configure the REST account for external mapping validation.
Select the Rest Account from the dropdown list of Provide REST account information field. You can also create a new REST Account by clicking
.
Click here to get more details on using Validation Option in Mapping.Enable External Mapping Function(s) You can use this function to apply the external map function in the mapping through REST API. Follow the steps to enable the External Mapping Function:
Select the Enable External Mapping Function(s) checkbox to select the REST account.
Select the Rest Account from the dropdown list of Provide REST account information field. You can also create a new REST Account by clicking
.
Click here to get more details on using Available Functions in Mapping.Click Next to select the Source application.
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