Defining a Custom Outbound Template
- Saurabh Gupta (Unlicensed)
- Shruti Pasayat
- Ashhad Alam
- Rohan Dhanwade (Deactivated)
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 an outbound 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 in the Select Project field.
Provide a display name for the Template.
Click Continue.
Select Custom from the template type, Outbound from the direction, and click Next.
Select the Network for which you are creating the Template. To select multiple Networks, 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 select the process flow.
Select the process flow in the Select Process Flow field. You can either select from an existing published Process Flows or create a new one by clicking .
On the Create Process Flow window,
Provide a unique process flow name and description
Select the project in the Project field and click Done.
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.
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.
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.
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 go to Template Settings step.
On the Settings screen, do the followings:
Enter the details as described in the following table.
Once External Mapping Function is enabled, then you can choose Available Functions from the Destination elements of mapping to apply the custom function as a mapping expression.
Once External Mapping Validation is enabled, then icon is visible on the toolbar of mapper to validate the REST API.Expand Advanced Settings to set the Logging Level and Activity Logging Retention. The available options for the fields are as follows:
Logging Level- INFO, DEBUG, and ERROR
Activity Logging Retention- DONT DELETE, DELETE ON SUCCESS, and NO LOGGING
To learn more about these options, refer to this page.
The Logging Level and Activity Logging Retention appear on this screen only when you select the Routing Type as Content Based or Context Based. When you select Routing Type as None, these options appear while you create a Transaction using this Template.
Click Next to select the Source application.
Next Step