Defining a Convert Inbound Template
- Akash Kumar Jaiswal (Unlicensed)
- Ashhad Alam
- Avinash Kumar
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 IT User creates a Template.
To provide the definition of 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.
Select the project from the Select Project drop-down list.
Click Continue.
Select Convert from the template type, Inbound from the direction, and click Next.
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.
Select the checkbox Allow Import Partner(s) which allow you to select a Web Form to import Partners while configuring the Transaction.
Click Next to define the additional parameters for Template and Transaction.
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.
Click Add Parameter to define the parameters.
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.
The Partner who will use this Template to create a Transaction will define the values of these specified parameters that will be stored in the context of the process flow. Add as many parameters you want by clicking Add Parameter.
Click Next to define the values of the Template parameters. This screen appears only if you have provided Template Parameters in the previous step.
Select the Routing Type from here. Ensure that the routing type you choose, should be dropped in the process flow you had selected for this template.
Select None if you don't want any routing type for this template.Click Next to configure the template settings.
Click Next to select the Source application.
Next Step