After you have provided the definition of the Template, the next step while creating a Template is to define the Source application. A Source application is an application from where data is received. After defining the Source application, you must choose a Trigger.
A Trigger is an event that initiates the data exchange. For example, in an FTP Source application, if you choose On File Created as a trigger, then data exchange will initiate when the new file is created to the source FTP.
To select and configure the Source application of the Template:
Select the Source application and click Next.
The applications will populate in the drop-down list based on the options selected in the /wiki/spaces/AC2/pages/659860 while defining the Template.
Select the data format and click Next.
No (Pass Thru): Select this option to transfer the file from one application to another.
Yes (Convert): Select this option to transfer the file data from one application to another. To transfer the data, you need to /wiki/spaces/AC2/pages/655620 between the fields of the Source and the Target application. On selecting this option, a new option Who will define the mapping? will appear.
Select I will define if you want to define the Partner's layout and mapping between the fields of the Source and the Target application.Select Partner will define if you want your Partner to define the layout and mappingbetween the fields of the Source and the Target application.
For EDI X12 template type, only Who will define the mapping? appears.
Select the trigger from the drop-down list and click Next.
Depending upon the selected Source application, the list of triggers differ. For the complete list of triggers of the supported applications, refer to Appendix D: Supported Applications.
For NetSuite, Zoho CRM, and Salesforce applications, you need to select the account for layout information.
You need to skip the next two steps as these steps are defined by the Partner, using this Template while creating a Transaction.
Click Next to select the source layout and format. This screen appears only for file-based applications. Partner will define this step in case you have selected Partner will define option in the data format.
This screen is not applicable for EDI X12 template type.Select the source data format and source data layout for the Source application. Source data format is the format in which the data of the source file exist, for example, text, excel. Source data layout is the layout of the source file. You can either use the existing layout or create a new layout. To create a new layout, click
. For more information, refer to Appendix A: File Layouts. 
Click Next to select the filter criteria. This screen appears if you are using a business application. The Partner who will use this Template will define this step.
Click Next to select the Target application.
Next Step