Mass Maintenance

Create a Template from an Integrate Template

If a template has already been created in Integrate it can be used to create a Mass Maintenance template to post a new set of data.

Integrate templates can be reused by many Mass Maintenance templates.

NOTE: A Mass Maintenance template can also be based on an Integrate template with multiple loops. Refer to Use Mass Maintenance with Integrate Looped Templates for more information.

To create a Mass Maintenance template from an Integrate template in Mass Maintenance:

  1. Click Team on the Navigation pane.

  2. Click the Create Template From Integrate Template icon for a team.

    NOTE: If no records exist, the page displays in add mode. Otherwise, click Add.

    View the field descriptions for the Create Template Fromm Integrate Template page

  1. Enter a name in the TEMPLATE NAME field.

    NOTE: The name must be unique and can contain A-Z, 0-9, and underscore. No special characters are allowed in template names. If a special character is entered in a template name, Mass Maintenance will replace it with an underscore when the template is saved.

  2. Select an option in the INTEGRATE TEMPLATE ID list box.

    NOTE: The templates listed in the INTEGRATE TEMPLATE ID list box are active. Integrate templates that are not active cannot be used for Mass Maintenance template creation.

  3. Select an option from the CONNECTION ID list box.

    NOTE: If a user adds a request based on this template and does not select a connection ID, the default connection assigned to the Integrate Template is used for the request. Refer to Establish a Connection to a Target System for more information.

  4. Click Save.
  5. Click Create New Template; a confirmation message displays.
  6. Click Ok.

Refer to Configure Templates for more information.