Assign the Custom Template to a Process

A Custom template allows a user to create a mechanism for posting to any system.

A user must create all of the associated files and code to support the Custom template.

After activating the template, it must be added to a process. This process is used to post.

To create a process and add a Custom template:

  1. Select Categories from Navigation pane.

  2. Click the Processes icon for a category.

  3. Click Add; the Vertical View displays.

    View the field descriptions for the Process page’s Vertical View.

    NOTE: At least one active template must exist for the category before a process can be added.

  4. Enter a sort value in Priority.

    NOTE: This value determines the order the process displays on the Process page.

  5. Enter a process name in Name.

    NOTE: A process name must be unique. The process name can contain A-Z, 0-9, and underscore. No special characters are allowed in process names. Integrate replaces special characters with underscores when the process is saved.

  6. Enter a description in the Description field.

  7. Select the Custom template from the Template ID list box.

    NOTE: The Template ID list box only displays active templates assigned to the category.

  8. Select a data source in the Data Source ID list box.

    NOTE: The Data Source ID field is required. If the custom template is processing data, the Data Source ID must be the Data Source containing this data. If the Custom template does not process data, a Data Source ID must still be selected, as it is a required field to add the process. In this case, any data source can be selected.

  9. Click Save; the Template ID is automatically registered to the process.

Continue with Activate the Process.