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 4 Next »

The first step while creating a Template is to provide Template definition. The definition includes details, such as name, description, and other information about the Template.

Only a Company administrator and an IT User can create a Template. However, it is recommended that IT User creates a Template.

To provide the definition of a Template:

  1. Click Configure > Templates > Create Template

     

  2. On the Create New Template screen, provide the name and description of the Template. The name should be a unique name and can be up to 48 characters long. The description of the Template can be up to 300 characters long.

     

  3. Click Continue to select the network for which you are creating the Template.

  4. Select the Template access and Network.

     

    NameDescription
    Access To template

    Public: Template is used by the Company and self onboarded Partners.

    Private: Template is used by the Company only.

    Network

    Selection of Network(s) will depend on the type of access you have chosen in the previous option.

    If the access to template is Private, then by default, only Internal Network is selected and you can't add or change the Network.

    If the access to template is Public, you can select the Network(s) from the drop-down list. To select multiple Networks from the drop-down list, click on the networks one by one. Only the Partners of selected Network(s) will be able to access this Template.

  5. Click Next to provide the configuration details.

  6. Select the following:

    1. Select template type: Custom.

    2. Select direction: Inbound.   

     

  7. Click Next to continue further.


     

    Field NameDescription

    Contact User

    Email id(s) listed here will receive a notification email whenever the Transaction is executed successfully or if there is an error during execution. Multiple email ids are separated by a comma.

    When to notify the contact?

    Always: Send an email whenever the execution of the Transaction is successful.

    On Error: Send an email if an error occurred during the execution of the Transaction.

    Data EncodingCharacter-set encoding for your source data. The available options are UTF-8, UTF-16, UTF-32, and ISO-8859-1.
  8. Click Next to select the process flow. 
  9. Select the process flow from the drop-down list. This will list all the published process flows. 



     Clickto create a new one. On the Create Process Flow window, provide a unique process flow name and description and click Continue. A file - startPD.jnlp will get downloaded to your computer. Double-click to open the Process Flow Designer.
  10. Click Next to select the activities.
  11. Select the activities to use in the Template. 

      

     

  12. Click Next to define the parameters.

    Parameter NameDescription
    Group TitleUnique name to identify a group.
    Parameter NameName of the parameters of the group.
    Parameter TypeType of the input parameter to be received from the Partner.
    Provide Input OptionsList of options for combo and radio button parameter type.
    Live PreviewPreview of the group.
  13. Click Next to define the Source application.

Next Step

Defining the Source application of the Template

  • No labels