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. (). You can use it for transactions
This activates a Template. You can now use it to create Transactions.Info Only Company can activate the templates() to the Template indicates activated Template.
Next Step
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