Defining a Custom Outbound Template

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.

To create an outbound 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.

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3. Click Continue.

4. Select Custom from the template type, Outbound from the direction, and click Next.

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5. 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.

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6. Click Next to select the process flow. 

7. Select the process flow from the drop-down list. You can either select from an existing published Process Flows or create a new one by clicking

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   1. On the Create Process Flow window,

      1. Provide a unique process flow name and description

      2. Select the project from the drop-down list of Project and click Done. 

   2. Now, create a Process Flow as per your requirements.
      
      
      

8. Click Next to select the activities.

9. The screen will display all the activities used in the Process Flow. 
   
   

    

     

10. Click Next to define the parameters. 
    
    

    

     

11. 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.

    Depending on the Parameter Type you have selected, you may have to define some additional fields/options or settings while defining a parameter. Refer to the Templates and Transactions Parameters page for more information on fields and their possible values.

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

13. Click Next to select the routing type.

14. The routing option is selected by default depending on the selected Process Flow. If the Process Flow contains Content Based routing activity then by default Content Based routing option is selected otherwise Context Based routing option.
    
    

    
    
    
    

15. Click Next to configure template settings.

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16. Click Next to select the Source application.

Next Step

Defining the source application of the template