Activated Templates are used to create transactions. To activate the template:
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The list of existing templates appears. Search the template you want to activate.
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Alternately, you can search the template in the search box (). |
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After you have mapped the fields of the Source and the Target application of the Template or you have defined the Source and Target application of a Template, you will be prompted to turn on the Template. Unless you confirm it, the state remains OFF. You may choose to turn ON/OFF either at the time of creation or through the Templates screen later. Turning On a Template means activating a Template to create Transactions.
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Only a Company administrator and an IT User can activate a Template. |
To activate a Template:
Click Configure > Templates.
On the Templates screen, click to activate.
Info indicates deactivated Template.
Click Yes, turn On
for confirmation, when prompted to confirm.
The template is now activated. ()
This activates a Template. You can now use it for transactionsto create Transactions.Info Only Company can activate the templates() to the Template indicates activated Template.
Next Step
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