The first step while creating a Template is to provide the 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 only IT User creates a Template.

To create a Template:

Click Configure > Templates > Create Template.
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.
Click Continue.
Select the Network for which you are creating the Template. To select multiple Networks from the drop-down list, click on the networks one by one. Only the Partners of the selected Network(s) will be able to access this Template.
Click Next to choose the template type.
Select Custom from the template type, Inbound from the direction, and click Next.

Click Next to configure template settings.

Field Name

Description

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.

If Adeptia Connect is running on multiple environments and you want to receive environment name in the emails, then you need to specify the environment name in the property (Configure > All Entities > Proceed > Administer > Setup > Update System Properties > Systems > Personalization).

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 Encoding

Character-set encoding for your source data. The available options are UTF-8, UTF-16, UTF-32, and ISO-8859-1.

Click Next to select the process flow.
Select the process flow from the drop-down list. This will list all the process flows published as a template.

You can either select from an existing published Process Flows or create a new one by clicking .

If you are creating a new Process Flow, you must follow the guidelines for creating a Process Flow for a Custom Template. Click here to view the guidelines.
1. On the Create Process Flow window, provide a unique process flow name and description, and click Continue.
2. A file - startPD.jnlp will get downloaded to your computer. Double-click to open the Process Flow Designer.
3. Now, create a Process Flow as per your requirements.
Click Next to select the activities.

The screen will display all the activities used in the Process Flow. In case of multiple destinations, select the destination by clicking Destination check box in Trigger/Action column.

Here, as an example of two Source and Destinations have been used in a custom template.

Name	Description
Process Step	List of activities used in the process flow.
Base Type	Type of activity - source, layout, mapping, and so on.
Trigger/Action	Shows the Source which will act as a trigger in case there are multiple sources. You can also select the destination in case of multiple targets.

Click Next to define the parameters.

Click Add Parameter to add either Template or Transaction Parameters. These are the parameters whose value you want to get while creating a Template or Transaction.

Template Parameters: Company Users will define the value of these parameters while creating a Template.

Transaction Parameters: Business Users or IT Users will define the value of these parameters while creating a Transaction using this Template.

Parameter Name	Description
Group Title	Unique name to identify a group.
Parameter Name	Name of the parameters of the group.
Parameter Type	Type of the input parameter to be received from the Partner.
Provide Input Options	List of options for combo and radio button parameter type.

Click Next to define the values of the Template parameters. This screen appears only if you have provided Template Parameters in the previous step.
Click Next to select the Source application.

Next Step

Defining the source application of the template

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