Create A Custom Template

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.

NOTE: The user must know the assembly file name and the Type Full Name (NameSpace + Class Name) to enter them while creating the template. The system does not validate this information. Refer to Create a Custom Assembly for more information.

NOTE: A Custom template does not have a connection type because the implementation is defined by the custom code. An option cannot be selected in the CONNECTION TYPE list box when creating a Custom template.

To create a template:

  1. Select Categories from Navigation pane.
  2. Click Templates for a category.
  3. Click Add.

    View the field descriptions for the Template page.

  4. Enter a name in TEMPLATE NAME field.

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

  5. Enter a template description in DESCRIPTION field.
  6. Select Custom from TYPE list box.

    NOTE: A connection ID cannot be selected for a Custom template.

  7. Click Save; Vertical View displays.
  8. Enter the .dll name in the Assembly File field.

    NOTE: The Assembly file name includes the .dll extension.

    NOTE: The system does not validate the name.

  9. Enter the name in the Type Full Name field.

    NOTE: This name must be in the format NameSpace.Class Name.

    NOTE: The system does not validate the name.

  10. Click Save.

Continue with Activate the Custom Template.