FAQs: Templates & Transactions
- Subrat Sandilya
Analytics
No. | Question | Answer |
1 | What is the purpose of a template in Adeptia Connect? | A template defines the format and location for data transfer and is used to create transactions for data exchange with partners. |
2 | What types of prebuilt templates are available in Adeptia Connect? | Adeptia Connect provides prebuilt templates for Data Integration, EDI Inbound, and EDI Outbound. |
3 | Can prebuilt templates be edited or deleted? | No, prebuilt templates cannot be edited or deleted. They are only used to create sample transactions for testing data exchange. |
4 | What are the types of templates that can be created in Adeptia Connect? | The types include Convert Template, Pass-thru Template, EDI Template, and Custom Template. |
5 | Who can create templates in Adeptia Connect? | Only a Company Administrator and IT Users can create templates, although it is recommended that IT Users create them. |
6 | What is a Convert Template used for? | It is used to convert data from one file format to another before transferring it to the destination. |
7 | What is a Pass-thru Template? | A Pass-thru Template transfers data without any conversion, acting as a bridge between source and destination. |
8 | How is an EDI Template different from other templates? | An EDI Template is specifically designed to send or receive EDI data to or from partners. |
9 | What is a Custom Template? | A Custom Template allows you to create complex transactions with multiple source/target activities, data mapping, and custom plugins. |
10 | How do you activate and share a template? | After creating a template, you must activate it under the "Action" tab and share it with partners for use in transactions. |
11 | What are Template Parameters? | These are values defined by Company Users during template creation, used for setting up the template. |
12 | What are Transaction Parameters? | These are values defined by Business or IT Users when creating a transaction using the template. |
13 | What routing types can be selected for a template? | Routing types include Content Based, Context Based, or None. Select None if no routing logic is needed. |
14 | How do you configure the source for a template? | Specify the source location, data format, and layout. You can also set triggers like File Events or FTP-based events. |
15 | How is data mapping handled in templates? | Use mapping activities to align source and target layouts, and apply functions or conditions for data transformation. |
16 | What are the available data encoding options in a template? | Data encoding options include UTF-8, UTF-16, UTF-32, and ISO-8859-1. You can also use the global property value. |
17 | How can email notifications be configured in a template? | Enter user details and choose the email notification format (Custom or Default) during template creation. |
18 | What are the steps to create a transaction using a template? | Go to "Transaction," select the template, provide transaction details, define partner settings, and save. Turn on the transaction for execution. |
19 | How does Adeptia Connect ensure data security in transactions? | Adeptia Connect supports encryption, decryption, and secure protocols like HTTPS and SFTP for data transfer. |
20 | Where can I find documentation and support for templates and transactions? | Adeptia documentation is available at Adeptia Docs and support at Adeptia Support. |