- Created by Avinash Kumar, last modified by Ashhad Alam on Jul 27, 2022
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While creating a template, you may need to define template and transaction parameters based on your need. This document guides you 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.
Below is the screen that asks you for the details described in the table that follows to add a parameter.
Fields | Description |
---|---|
Group | Unique name to identify a group. |
Name | Name of the parameter. |
Display Name | Display name for the Parameter. This display name will be visible instead of the Parameter's actual name on the Parameter Values page. |
Tooltip | Message that you want to show as a tooltip for the Parameter. |
Parameter Type | Type of the input parameter to be received from the Partner. |
Mandatory | Parameter may be mandatory or optional. By default, the parameters are mandatory. |
Default Value | Default value of the parameter. |
Fields' details explained
As you set the values for some of these fields, for example, Display Name, Tooltip, the corresponding changes reflect in several pages related to the templates 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.
Parameter Types | Validation fields | ||
---|---|---|---|
Max Length | Pattern | Test Pattern | |
Combo | No | No | No |
Password | Yes | Yes | Yes |
Text Field | Yes | Yes | Yes |
Text Area | Yes | Yes | Yes |
Radio Button | No | No | No |
Date Field | No | No | No |
Checkbox | No | No | No |
Yes | No | No | |
URL | Yes | No | No |
Number | No | No | No |
Decimal Number(Float) | No | No | No |
If you select the Combo as the Parameter Type, you can provide the value either manually by entering a list of options in the Value field or dynamically by calling a REST Consumer.
The response received from the REST call in case of a Combo parameter is always in the JSON format. Below is an example of the JSON response that you receive.
Sample JSON Response[ { "value": "AllDays" }, { "value": "BusinessDays" }, { "value": "WeekDays" } ]
To call a REST Consumer to populate the values:
- Select the Dynamic check box.
In the Select REST Consumer field, select a REST Consumer from the list. You can also create a new REST Consumer by clicking the sign.
The parameter values are populated in the Default Value field. You can apply sorting on the retrieved values by selecting Apply Sorting check box.A REST Consumer here should support the Get method and Basic Authentication only.
- If you select the CheckBox as the Parameter Type, you can select any of the following three values in the Select CheckBox Value field.
- true/false
- on/off
- 1/0
REST Consumer response
The response received from the REST call in case of a Combo parameter is always in the JSON format. Below is an example of the JSON response that you receive.
[ { "value": "AllDays" }, { "value": "BusinessDays" }, { "value": "WeekDays" } ]
Adding Validation to a Transaction Parameter
Cant have fields with same names in different groups
No error is thrown when an editable or mandatory field is made invisible
{ validation :{ mandatory:['State' comma separated fields name], nonMandatory:['City'], editable:['State', 'City'], nonEditable:[], visibile:['State', 'City'], nonVisible:[], hideGroups:['GroupB'] }, values:[ { fieldName: 'State', values : ['UK','Maharastra'], defaultValue:'UK' } ] }
You can add validation to a transaction parameter (field) to dynamically perform a resultant action on another field. For example, configuring a transaction parameter (field) such that a change in its value modifies another field's default value and makes the field non-editable.
You can use the following attributes of a field to have a resultant action on it when there is a change in the value of the field to which you have added the validation.
Attribute | Value | Description |
---|---|---|
Mandatory | Yes/No | Select Yes to make the field mandatory. |
Visibility | Yes/No | Select Yes to make the field visible. |
Editable | Yes/No | Select Yes to make the field editable. |
Default Value | <User defined> | Enter a default value |
You can add validation either by using the GUI or the customizable API provided by Adeptia.
Adding validation using GUI
Follow the steps below to add validation to a transaction parameter using GUI:
On the Define Parameters page, Add Transaction Parameters (Optional) section,
- Select the parameter (field) for which you want to add validation and click More > Add Validation.
On Add Validation for field on change screen, in the Rule Definition Criteria, select GUI.
In the field Provide field value on which the rule will be applied, select/provide the value(s) based on which you want to perform an action on other (target) field(s).
- You can select/provide up to four values in this field.
- To perform validation, you can select/enter only the values you provided in this field while adding the validation.
In the Hide Group field, select the group that you may want to hide.
In the Select target field(s), select the field(s) on which you want to perform a resultant action.
Based on the field you select, you get the field attributes as shown in the table below.Fields Attributes - Text Field
- Text Area
- URL
- Number
- Decimal Number
- Mandatory
- Visibility
- Editable
- Default Value
- Combo
- Mandatory
- Visibility
- Editable
- Value(s) – To select the required values.
- Default Value – To set a default value out of the values you entered in the Value(s) attribute.
- Radio Group
- Visibility
- Value(s) – To select the required values.
- Default Value – To set a default value out of the values you entered in the Value(s) attribute.
- Date Field
- Mandatory
- Visibility
- Editable
- Default Value
- Checkbox
- Visibility
- Default Value
Define the attributes for the target field based on your requirement.
Click Save.
Adding validation using API
Follow the steps below to add validation to a transaction parameter using API:
On the Define Parameters page, Add Transaction Parameters (Optional) section,
- Select the parameter (field) for which you want to add validation and Click More > Add Validation.
On Add Validation for field on change screen, in the Rule Definition Criteria, select an option API. By default, the GUI option is selected.
- In the Select REST Consumer, select the REST consumer account. You can also create a new REST Consumer by clicking the sign.
- Click Save.
Parameters preview
After you have defined the parameters, you can preview them by clicking the icon on the parameter definition page.
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