You can use Developer's Studio Process Flow (running at the background of Adeptia Connect) and other Transactions (whose Source application is Pre Process) while creating a Template. Use Pre Process application at Source and Post Process application at Target while defining the Template. In the following scenarios, Pre Process and Post Process applications can be used:
Source | Target |
---|---|
Pre Process application | Supported application |
Supported application | Post Process application |
Pre Process application | Post Process application |
Using a Process Flow in a Template
To use Developers Studio Process Flow in a Template, you need to
- First create a Process Flow in the Developers Studio.
- After creating a Process Flow, in Adeptia Connect, go to Account > Manage Objects > Services > Process Flow.
- On the Process Flow screen, click to the Process Flow to publish it. The state changes to indicates published Process Flow.
- Go to Configure > Templates > Create Template to create a Template. The following are the high-level steps that you need to select while creating a Template. For detailed instructions, click /wiki/spaces/AC2/pages/655640.
- Select either file or App from the Template Type drop-down list.
- Select Inbound in the Select direction drop-down list.
- Select Pre Process app while defining the Source application.
- Define the source data format and layout for a Template.
- Define the source layout and format of a Template.
- Select Post Process app while defining the Target application.
- Select Process Flow from the Select Process Type drop-down list.
- Select the process flow that you have published in Step 3 earlier. Only published process flow will appear in the drop-down list.
- Define the target data format and layout.
- Define the mapping between the fields.
- Click Save and exit to save the Template.
Using a Transaction in a Template
To use a Transaction in a Template, you need to
- First create a Template using Pre Process as a Source application. The following are the high-level steps that you need to select while creating a Template. For detailed instructions, click /wiki/spaces/AC2/pages/655640.
- Click Configure > Templates > Create Template.
- Select either file or App from the Template Type drop-down list.
- Select Inbound in the Select direction drop-down list.
- Select Pre Process app while defining the Source application.
- Define the source data format and layout for a Template.
- Define the source layout and format of a Template.
- Select the Target application, for example, FTP.
- Define the action to be taken at the destination.
- Define the target application account and configuration details.
- Define the data encryption for the target file.
- Click Save and Exit to save the Template.
- After creating a Template, create a Transaction using this Template.
- Now, create a Template using Post Process as a Target application. The following are the high-level steps that you need to select while creating a Template. For detailed instructions, click /wiki/spaces/AC2/pages/655640.
- Click Configure > Templates > Create Template.
- Select either File or App from the Template Type drop-down list.
- Select Inbound in the Select direction drop-down list.
- Select the Source application, for example, QuickBooks.
- Define the source data format for a Template.
- Select the event to be triggered.
- Select Post Process app while defining the Target application.
- Select Transaction from the Select Process Type drop-down list.
- Select the Pre Process Transaction that you have created in Step 2 earlier. Only Pre Process transactions will appear in the drop-down list.
- Define the target data format and layout.
- Define the mapping between the fields.
- Click Save and exit to save the Template.