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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. Unless you confirm it, the state remains OFF. You may choose to turn ON/OFF either at the time of creation or through the Templates screen later. Turning On a Template means activating a Template to create Transactions.

Only a Company administrator and an IT User can activate a Template.

To activate a Template:

  1. Click Configure Templates.

  2. On the Templates screen, go to the Template that you want to activate and click  to activate. 

    indicates deactivated Template.


     

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



    This activates a Template. You can now use it to create Transactions.

    () to the Template indicates activated Template.
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