Templates and Transactions Parameters

While creating a template, you may need to define template and transaction parameters based on your need. This document guides you on how to use the different types of parameters. It also describes how do these parameters function with different settings.

This page also discusses the characteristics of the various fields on the Add Template/Transaction Parameters screen and their effects on the parameters' representation.

On the following screen, when you click Add Parameter, it guides you to the page that lets you add the template or transaction parameters.

Below is the screen that asks you for the details described in the table that follows to add a parameter.

Fields' details explained

As you set the values for some of these fields, for example, Display Name, Tooltip, the corresponding changes reflect in several pages related to the templates and transactions. You may also need to do some additional settings in case of some specific type of parameters, for example, Combo and Text. The following sections talk of these fields, their possible values and settings, and the changes they bring into effect.

Display Name: The name you enter in this field appears on the following pages:

• Add Template Parameters 
• Add Transaction Parameters
• View Template
• View Transaction
• Parameter Values
• Template Parameter Preview

Tooltip:  The message you enter in this field can be seen as a tooltip for the parameter in the following pages:

• Parameter Values
• Template Parameter Preview

Parameter Type: Depending on the Parameter Type you have selected, you may have to define some additional fields/options or settings while defining a parameter. The following points underline the characteristics of a set of some parameter types in terms of options and settings.

• Below is the set of validation fields you encounter if you select the parameter types given in the table that follows. You can perform a validation check on the parameters using these fields.
  • Maximum Length - Enter the maximum length (in number) allowed for the parameter.
  • Pattern - Set the pattern for the Parameter. It should be defined in a regular expression. 
  • Test Pattern - Check the validity of the expression in the Pattern field by giving a value in this field.

• If you select the Combo as the Parameter Type, you can provide the value either manually by entering a list of options in the Value filed or dynamically by calling a REST Consumer. 
  To call a REST Consumer to populate the values: 
  1. Select the Dynamic check box.

  2. In the Select REST Consumer field, select a REST Consumer from the list. You can also create a new REST Consumer by clicking the sign.
     The parameter values are populated in the Default Value field. You can apply sorting on the retrieved values by selecting Apply Sorting check box.
     

     A REST Consumer here should support the Get method and Basic Authentication only.
• If you select the CheckBox as the Parameter Type, you can select any of the following three values in the Select CheckBox Value field.
  • true/false
  • on/off
  • 1/0
  The default value for each of the selected options is Unchecked.  You can change the default value to Checked based on your requirement.
  

REST Consumer response

The response received from the REST call in case of a Combo parameter is always in the JSON format. Below is an example of the JSON response that you receive.

[
    {
        "value": "AllDays"
    },
    {
        "value": "BusinessDays"
    },
    {
        "value": "WeekDays"
    }
]

Parameters preview

After you have defined the parameters, you can preview them by clicking the  icon on the parameter definition page.