The first step while creating a Template is to provide Template definition. The definition includes details, such as name, description, and other information about the Template.
To provide the definition of a Template:
Click Configure > Templates > Create Template.
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.
Click Continue to select the network for which you are creating the Template.
Select the Template access and Network.
Name Description Access To template Public: Template is used by the Company and self onboarded Partners.
Private: Template is used by the Company only.
Network Selection of Network(s) will depend on the type of access you have chosen in the previous option.
If the access to template is Private, then by default, only Internal Network is selected and you can't add or change the Network.
If the access to template is Public, you can select the Network(s) from the drop-down list. To select multiple Networks from the drop-down list, click on the networks one by one. Only the Partners of selected Network(s) will be able to access this Template.
Click Next to provide the configuration details.
Select the following:
Select template type: Custom.
Select direction: Inbound.
Click Next to continue further.
Field Name Description 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.
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 Encoding Character-set encoding for your source data. The available options are UTF-8, UTF-16, UTF-32, and ISO-8859-1. - Click Next to select the process flow.
- Select the process flow from the drop-down list. This will list all the published process flows.
Click
to create a new one. On the Create Process Flow window, provide a unique process flow name and description and click Continue. A file - startPD.jnlp will get downloaded to your computer. Double-click to open the Process Flow Designer. - Click Next to select the activities.
Select the activities to use in the Template.
Click Next to define the parameters.
Parameter Name Description Group Title Unique name to identify a group. Parameter Name Name of the parameters of the group. Parameter Type Type of the input parameter to be received from the Partner. Provide Input Options List of options for combo and radio button parameter type. Live Preview Preview of the group. Click Next to define the Source application.
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