After you have mapped the fields of the Source and the Target application of the Template or you have defined the Source and Target application of a Template, you will be prompted to turn on the Template. Unless you confirm it, the state remains OFF. You may choose to turn ON/OFF either at the time of creation or through the Templates screen later. Turning On a Template means activating a Template to create Transactions.
The Company administrator and IT User can activate a Template.
To activate a Template:
Click Configure > Templates.
On the Templates screen, click
to activate.
Click Yes, turn On, when prompted to confirm.
This activates a Template. You can use it in Transactions.(
) to the Template indicates activated Template.Next Step