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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. Turning On a Template means activating a Template. Activated Templates are used to create Transactions.

You can also activate a Template later on when needed.

The Company administrator and IT User can activate a Template.

To activate a Template:

  1. Go to Configure Templates.

  2. On the Templates screen, click  corresponding to the Template you want to activate.


     

  3. Click Yes, turn On, when prompted to confirm.



    The Template is now activated. You can use it in Transactions.

    () corresponding to the Template indicates activated Template.

    Next Step

    Using a Template

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