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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 IT User creates a Template.

To provide the definition of a Template:

  1. Click Configure > Templates > Create Template

     

  2. 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.

     

  3. Click Continue.

  4. Select File & Message from the template type, Inbound from the direction, and click Next

  5. 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.



  6. Select the checkbox Allow Import Partner(s) which allow you to select a Web Form to import Partners while configuring the Transaction.

  7. Click Next to define the additional parameters for the Partners. 



  8. Click Add Parameter to define the parameters.



    Parameter NameDescription
    Group TitleUnique name to identify a group.
    Parameter NameName of the parameters of the group.
    Parameter TypeType of the input parameter to be received from the Partner.
    Provide Input OptionsList of options for combo and radio button parameter type.
    Default ValueDefault value of the parameter
    PreviewPreview of the group.

    Uncheck the Mandatory checkbox to define the parameters optional. By default, parameters are mandatory.

    The Partner who will use this Template to create a Transaction will define the values of these specified parameters that will be stored in the context of the process flow. Add as many parameters you want by clicking Add Parameter.

  9. Click Next to configure the template settings.

    Field NameDescription

    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 a comma.

    If Adeptia Connect is running on multiple environments and you want to receive environment name in the emails, then you need to specify the environment name in the property (Configure > Developer Studio > Proceed > Administer > Setup > Update System Properties > Systems > Personalization).

    When to notify the contact?

    Always: Send an email whenever the execution of the Transaction is successful.

    On Error: Send an email if an error occurred during the execution of the Transaction.

    Data EncodingCharacter-set encoding for your source data. The available options are UTF-8, UTF-16, UTF-32, and ISO-8859-1.
    Data encryption at restSelect the particular option from drop-down list of Data encryption at rest. You can enable, or disable, and use global Property value to configure EAR for Template.

    Use Global Policy: Select 'Use Global Policy' to use Global Property value for Template.
    Yes: Select 'Yes' to enable EAR for Template. It will not use Global Property value.
    No
    : Select 'No' to disable EAR for Template. It will not use Global Property value.
  10. Click Next to select the Source application.

Next Step

Defining the source application of the Template

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