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 21 Next »

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. As per your convenience, 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. Activated Templates are used to create Transactions.

The Company administrator and IT User can activate a Template.

To activate a Template:

  1. Click Configure Templates.

  2. On the Templates screen, click  corresponding to the Template you want to activate.


     

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



    The Template is now activated. You can use it in Transactions.

    () corresponding to the Template indicates activated Template.

    Next Step

    Using a Template

  • No labels