The first step while creating a Template is to provide Template definition. The definition includes details, such as name, description, and other information about the Template.
To provide the definition of 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.
Click Continue to select the network for which you are creating the Template.
Select the Template access and Network.
Name Description Access To template Public: Template is used by the Company and selfonboarded Partners.
Private: Template is used by the Company only.
Network Selection of Network(s) will depend on the type of access you have chosen in the previous option.
If the access to template is Private, then by default, only Internal Network is selected and you can't add or change the Network.
If the access to template is Public, you can select the Network(s) from the drop-down list. To select multiple Networks from the drop-down list, click on the networks one by one. Only the Partners of selected Network(s) will be able to access this Template.
Click Next to provide the configuration details.
Select the following:
Select template type: Custom.
Select direction: Inbound.
Click Next to continue further.
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.
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. - Click Next to select the process flow.
- Select the process flow from the drop-down list. This will list all the published process flows.
Click
to create a new one. - On the Create Process Flow window, provide a unique process flow name and description, and click Continue.
- A file - startPD.jnlp will get downloaded to your computer. Double-click to open the Process Flow Designer.
- In the Process Designer, arrange all the activities in a sequence.
- Click Next to select the activities.
Select the activities to use in the Template. This will list all the activities used in the process flow.
A Process Flow may have following activities - Data Security (Encryption and Decryption), Miscellaneous (Mail Notification and Stored procedure), Extensions (Native Call and Custom Plugin), Source and Target activities, and Source and Target layout and schema.
For multiple source and target activities, you need to select which source or target activity will trigger or perform an action by clicking Trigger and Action check box.
Click Next to define the parameters. This is an optional screen, hence you can skip this step.
Click Add Parameter to add either Template or Transaction Parameters. These are the parameters whose value you want to take from the Partner to use them either in the Template or Transaction.
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. Provide Input Options List of options for combo and radio button parameter type. - Click Next to define the values of the Template parameters. This screen appears only if you have provided Template Parameters in the previous step.
Click Next to provide the definition of the activities.
Next Step