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You can create a Template using Pre Process application at Source and Post Process application at Target.

Pre Process is the processed data, Transaction you created using Pre Process application at Source. 

Post Process is the further processing of data, received from the Target application. The data received from the Target application will become a source for Post Process application. While creating a Template using Post Process application, you can use Developer's Studio Process Flow (running at the background of Adeptia Connect) and Transactions created using Pre Process as a Source application.

A Transaction is executed by processing files specified in the Source and Target application. You can further process target application data using Developer's Studio Process Flow (running at the background of Adeptia Connect) and Transactions created using Pre Process as a Source application. Thus, removing the need to provide account and configuration details. It will pick the account and configuration details used in the Process Flow and Transaction.           

 

Creating a Post Process Template Using a Process Flow 

Prerequisites

Ensure that you have published Process Flow in Adeptia Connect, created in Developer's Studio.

To create a Template:

  1. Go to Configure > Templates > Create Template . The following are the high-level steps that you need to select while creating a Template. For detailed instructions, click /wiki/spaces/AC2/pages/655640.
  2. Select either File or App from the Template Type drop-down list.
  3. Select Inbound in the Select direction drop-down list. 
  4. Select Pre Process app while defining the Source application.



  5. Define the source data format for a Template.
  6. Define the source layout and format of a Template.
  7. Select Post Process app while defining the Target application.



  8. Select Process Flow from the Select Process Type drop-down list.
  9. Select the process flow from the Select Process Flow drop-down list. Only published process flow will be populated in the drop-down list.



  10. Define the target data format and layout.
  11. Define the mapping between the fields.
  12. Click Save and exit to save the Template.

Creating a Post Process Template Using a Transaction 

Prerequisites

Ensure that you have created a Transaction using Pre Process application at Source.

To create a Template:

  1. First create a Template using Pre Process as a Source application. The following are the high-level steps that you need to select while creating a Template. For detailed instructions, click /wiki/spaces/AC2/pages/655640.
    1. Click Configure > Templates > Create Template.
    2. Select either File or App from the Template Type drop-down list.
    3. Select Inbound in the Select direction drop-down list. 
    4. Select Pre Process app while defining the Source application.
    5. Define the source data format and layout for a Template.
    6. Define the source layout and format of a Template.
    7. Select the Target application, for example, FTP.
    8. Define the action to be taken at the destination.
    9. Define the target application account and configuration details.
    10. Define the data encryption for the target file.
    11. Click Save and Exit to save the Template.
  2. After creating a Template, create a Transaction using this Template.
  3. Now, create a Template using Post Process as a Target application. The following are the high-level steps that you need to select while creating a Template. For detailed instructions, click /wiki/spaces/AC2/pages/655640
      1. Click Configure > Templates > Create Template.
      2. Select either File or App from the Template Type drop-down list.
      3. Select Inbound in the Select direction drop-down list. 
      4. Select the Source application, for example, QuickBooks.
      5. Define the source data format for a Template.
      6. Select the event to be triggered.
      7. Select Post Process app while defining the Target application.



      8. Select Transaction from the Select Process Type drop-down list.
      9. Select the Pre Process Transaction from the Select Transaction drop-down list. Only Pre Process Transactions will appear in the drop-down list.



      10. Define the target data format and layout.
      11. Define the mapping between the fields.
      12. Click Save and exit to save the Template.  
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