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While creating a template, you may need to define template and transaction parameters based on your need. This document guides on how to use the different types of parameters. It also describes how do these parameters function with different settings. This page also discusses the characteristics of the various fields on the Add Template/Transaction Parameters screen and their effects on the parameters' representation.

On the following screen, when you click Add Parameter, it guides you to the page that lets you add the template or transaction parameters.


Defining parameters is an optional step during template creation. 

Below is the screen that asks you for the details described in the table that follows to add a parameter.

Fields

Description

GroupUnique name to identify a group.
NameName of the parameter.
Display NameDisplay name for the Parameter. This display name will be visible instead of the Parameter's actual name on the Parameter Values page.
TooltipMessage that you want to show as a tooltip for the Parameter.
Parameter TypeType of the input parameter to be received from the Partner.
MandatoryParameter may be mandatory or optional. By default, the parameters are mandatory.
Default ValueDefault value of the parameter.

Fields' details explained

As you set the values for some of these fields, for example, Display NameTooltip, the corresponding changes reflect in several pages related to the template and transactions. You may also need to do some additional settings in case of some specific type of parameters, for example, Combo and Text. The following sections talk of these fields, their possible values and settings, and the changes they bring into effect.

Display Name: The name you enter in this field appears on the following pages:

  • Add Template Parameters 
  • Add Transaction Parameters
  • View Template
  • View Transaction
  • Parameter Values
  • Template Parameter Preview

Tooltip:  The message you enter in this field can be seen as a tooltip for the parameter in the following pages:

  • Parameter Values
  • Template Parameter Preview

Parameter Type: Depending on the Parameter Type you have selected, you may have to define some additional fields/options or settings while defining a parameter. The following points underline the characteristics of a set of some parameter types in terms of options and settings.

  • Below is the set of validation fields you encounter if you select the parameter types given in the table that follows. You can perform a validation check on the parameters using these fields.
    • Maximum Length - Enter the maximum length (in number) allowed for the parameter.
    • Pattern - Set the pattern for the Parameter. It should be defined in a regular expression. 
    • Test Pattern - Check the validity of the expression in the Pattern field by giving a value in this field.

Data Types

Validation fields
Max LengthPatternTest Pattern
ComboNoNoNo
PasswordYesYesYes
Text FieldYesYesYes

Text Area

YesYesYes
Radio ButtonNo

No

No
Date Field NoNoNo
CheckboxNoNoNo
EmailYesNoNo
URLYesNoNo
NumberNoNoNo
Decimal Number(Float)NoNoNo
Pattern and Test Pattern fields' values should be a regex written in Java Script only.


Combo - Dynamic, Apply sorting

Checkbox



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