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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 (Image Removed).

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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:

  1. Click Configure Templates.

  2. On the Templates screen, click Image Added to activate.

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    Image Addedindicates deactivated Template.


    Image Added

     

  3. Click Yes, turn On

    for confirmation

    , when prompted to confirm.

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    The template is now activated. (Image Removed). You can use it for transactionsImage Added

    This activates a Template. You can now use it to create Transactions.

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    Only Company can activate the templates(Image Added) to the Template indicates activated Template.

Next Step

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Granting Template Access