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You can create a Template using Pre Process application at Source and Post Process application at Target.

Pre Process is the processed data, Transactions you created using Pre Process application at Source. 

Post Process is the further processing of data, received from the Target application. The data received from the Target application will become a source for Post Process application.

A Transaction is executed by processing files specified in the Source and Target application. You can further process target application data using Developer's Studio Process Flow (running at the background of Adeptia Connect) and Transactions created using Pre Process as a Source application. Thus, removing the need to provide account and configuration details. It will pick the account and configuration details used in the Process Flow and Transaction.     

You cannot create a Template using Pre Process application at Source and Post Process application at Target. To use Pre Process application at Source, there must be a supported application at Target. To use Post Process at Target there must be a supported application at Source. For example, to send data from FTP to Email, you need to create two Templates. First Template uses Pre Process application at Source and FTP application at Target, and the second Template uses Email application at Source and Post Process application at Target.  

Creating a Post Process Template Using a Process Flow 

Prerequisites

Ensure that you have published Process Flow in Adeptia Connect, created in Developer's Studio.

To create a Template:

  1. Go to Configure > Templates > Create 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.
  2. Select either File or App from the Template Type drop-down list.
  3. Select Inbound in the Select direction drop-down list. 
  4. Select the application from the list while defining the Source application.
  5. Define the source data format for a Template.
  6. Select the event to be triggered.
  7. Select the source layout and format of a Template.
  8. Select Post Process app while defining the Target application.



  9. Select Process Flow from the Select Process Type drop-down list.
  10. Select the process flow from the Select Process Flow drop-down list. Only published process flow will be populated in the drop-down list.
  11. Click Add Parameters to add parameters. Define the keys and their values.  



  12. Define the target data format and layout.
  13. Define the mapping between the fields.
  14. Click Save and Exit to save the Template.

Creating a Post Process Template Using a Transaction 

To create a Template:

  1. 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.
    1. Click Configure > Templates > Create Template.
    2. Select either File or App from the Template Type drop-down list.
    3. Select Inbound in the Select direction drop-down list. 
    4. Select Pre Process app while defining the Source application.
    5. Select the source data format for a Template.
    6. Select the source layout and format of a Template.
    7. Select the Target application, for example, FTP.
    8. Define the action to be taken at the destination.
    9. Define the target application account and configuration details.
    10. Define the target layout and format of a Template.
    11. Click Save and Exit to save the Template.
  2. After creating a Template, create a Transaction using this Template.
  3. 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
      1. Click Configure > Templates > Create Template.
      2. Select either File or App from the Template Type drop-down list.
      3. Select Inbound in the Select direction drop-down list. 
      4. Select the Source application, for example, QuickBooks.
      5. Define the source data format for a Template.
      6. Select the event to be triggered.
      7. Select Post Process app while defining the Target application.



      8. Select Transaction from the Select Process Type drop-down list.
      9. Select the Pre Process Transaction from the Select Transaction drop-down list. Only Pre Process Transactions will appear in the drop-down list.



      10. Define the target data format and layout.
      11. Define the mapping between the fields.
      12. Click Save and exit to save the Template.  
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