Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 7 Next »

After you have selected the Source application, the next step in creating a Template is to define the Destination application. A Destination application is an application from where data is to be transferred from the Source application. After defining the Destination application, you must choose an Action.

An Action is performed at the destination. For example, in an FTP Destination application, if you choose Create File as an action, then a file will be generated at the destination.

To select and configure the Destination application of the Template:

  1. Select the Destination application and click Next

    The next steps differ depending on the selected Destination application.
  2. Select the action and click Next.

    The list of actions differs for the selected Destination application. For the complete list of actions of the supported applications, refer to Appendix D: Supported Applications.

  3. You can either define the next steps by clearing Partner will define this step check box or allow your Partner to define this step. Partner will define this step while creating a Transaction using this Template.

    If you are defining this step then you can define the folder location using Partner parameters in the following format:

    $$Partner.{PartnerParameterName}$$

    where,

    PartnerParameterName is the name of the parameter that you have defined for the Partner.

    Ensure that you have configured the specified parameter for the Partner for which you are creating this Template.

    You can define the Partner parameter only for FTP and DropBox applications.

  4. Click Next to select the target data format. This screen appears only if you have selected Yes (Convert) option in the data formatEither you or your Partner will define the target layout as specified in the data format. 

  5. Select the target data format and target data layout. Target data format is the format in which you want the destination file, for example, text, excel. Target data layout is the layout of the destination file. You can either use an existing layout or create a new one. Click  to create a new layout. For information on how to create a new layout, refer to Appendix A: File Layouts.

     

  6. Click Next to define the mapping. This screen appears only if you have selected Yes (Convert) option in the data format. Either you or your Partner will define the mapping as specified in the data format.  

  7. Click Next

  8. In the Documentation URL, provide the URL that contains the description of the Template. 



  9. Click Save & Exit to save the Template.

Next Step

Defining the mapping

See also

Activating a Template

  • No labels