Activating a Template

Owned by Saurabh Gupta (Unlicensed)
Last updated: Mar 20, 2020 by Akash Kumar Jaiswal (Unlicensed)Version comment
1 min read

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, 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.

Next Step

Granting Template Access