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.

Select the Project from the Select Project drop-down list.
Click Next.
Select Custom 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 select the process flow.
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 .

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,
  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.
Click Next to select the activities.

You may get an alert message if there is a change in the selected process flow. Click Sync to view the updated list of activities.

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

Name	Description
Name	List of services used in the process flow. You can update and give an appropriate and meaningful name to these services in this template. The names you provide here will reflect as the steps in the template.
Description	Description of the services used in the process flow. It helps you understand what exactly does the service do and it appears as a tooltip for that service.
Configure in template?	Selecting or deselecting these checkboxes determines whether you would be able to configure or override the services predefined in the process flow or not. If you clear the check box against a service, that service wouldn't reflect as a step in the template. Nevertheless. you will not be able to apply this rule for Trigger, selected Destination, and Routing (if it is Content based routing).
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. In case of multiple destinations, select the destination by clicking Destination check box in Trigger/Action column.

Click Next to define the parameters.

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

Fields	Description
Group	Unique name to identify a group.
Name	Name of the parameter.
Display Name	Display name for the Parameter. This display name will be visible instead of the Parameter's actual name on the Parameter Values page.
Tooltip	Message that you want to show as a tooltip for the Parameter.
Parameter Type	Type of the input parameter to be received from the Partner.
Mandatory	Parameter may be mandatory or optional. By default, the parameters are mandatory.
Default Value	Default value of the parameter.

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 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 comma.
When to notify the contact user thru email?		Always: Send an email whenever the execution of the transaction associated with this template is successful. On Error: Send an email if an error occurred during the execution of the transaction associated with this template. Do Not Notify: Select this option if you do not want to receive an email notification after the execution of the transaction associated with this template.
Email Notification Format		This field is visible only when you have selected Always or On Error option to send the notification to the user. You can choose the Email Notification Format to used in the email notification to be sent to the user on successful and failed Transaction. There are two possible values for this: Default and Customized Notification Format. By default, the value of this field is set to Default. If you select the Customized Notification Format, you need to provide the following details: Select the custom success email notification format from the Custom Success Notification Format field. You can also create a new email notification format by clicking . The existing email notification format can also be copied and edited by clicking the and icons respectively. Use refresh icon to refresh the list. This field is visible only when you have selected Always option to send the notification to the user. Select the custom error email notification format from the Custom Error Notification Format field. You can also create a new email notification format by clicking . The existing email notification format can also be copied and edited by clicking the and icons respectively. Use refresh icon to refresh the list. This field is visible only when you have selected On Error or Always option to send the notification to the user.
Data Encoding		Character-set encoding for your source data. The available options are UTF-8, UTF-16, UTF-32, and ISO-8859-1.
Data encryption at rest		You can select the relevant option for data encryption at rest. The available options are Use Global Policy, Yes, and No.
Enable External Mapping Validation		You can use this function to validate the REST API in mapping. Follow the steps to enable the External mapping Validation: Select the Enable External Mapping Validation checkbox to configure the REST account for external mapping validation. Select the Rest Account from the dropdown list of Provide REST account information field. You can also create a new REST Account by clicking . Click here to get more details on using Validation Option in Mapping.
Enable External Mapping Function(s)		You can use this function to apply the external map function in the mapping through REST API. Follow the steps to enable the External Mapping Function: Select the Enable External Mapping Function(s) checkbox to select the REST account. Select the Rest Account from the dropdown list of Provide REST account information field. You can also create a new REST Account by clicking . Click here to get more details on using Available Functions in Mapping.

Click Next to select the Source application.

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