Integrate

Activate the 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.

After creating a template, but before a template can be added to a process, it must be activated.

To activate a template:

1. Select Categories from Navigation pane.
2. Click Templates for a category.
3. Click ACTIVATE/DEACTIVATE button for the Custom template; a confirmation message displays.

4. Click OK.

   NOTE: An Active template displays a check mark in the ACTIVE column and a green icon in the ACTIVATE/DEACTIVATE column.

Once a template is activated, it cannot be edited until it is deactivated.

Continue with Assign the Custom Template to a Process.