Creating a Template - Post Process

In a typical scenario of a data transaction, the data is transferred from source to destination. However, in some cases, a Company or Partner may need to further process the data received at the destination. For further processing of this already processed data, you would use post-processing Transaction. 

Like any other Transaction, you need to create a Template first for post-processing. A post-processing Template will include a Process Flow published in Adeptia Connect. Based on your requirement type for the post-processing of the received data, you can also use an already created transaction (for which the Pre Process app is the source) instead of a Process Flow. You must use the Post Process app in the destination to facilitate the creation of post processing Template/Transaction. 

You can create a Post Process Template either

• Using a Process Flow, or
• Using a Transaction

Creating a Post Process Template Using a Process Flow 

Prerequisites

For using a Process Flow in a Post Process Template, ensure that you have:

• Created a Process Flow in the Adeptia Connect using File Source activity and set the value of the eventContextEnabled property to true in the Process Designer.  
• Published Process Flow in Adeptia Connect.

To create a Template:  

1. Go to Configure > Templates > Create Template. The following are the high-level steps that you need to select while creating a Template. 

2. On the Create New Template screen, provide the name and description of the Template.

3. Select the Project from the Select Project drop-down list and Provide the display name for the Template.

4. Select Convert from the Select Template Type drop-down list.

5. Select Inbound in the Select direction drop-down list. 

6. Select the application from the list while defining the Source application, for example, FTP.

7. Define the source data format for a Template.

8. Select the event to be triggered.

9. Select the source layout and format of a Template.

10. Select the Post Process app while defining the Destination application.
    

11. Select Process Flow from the Select Post Process Type drop-down list.

    You can also allow the partner to define this step by selecting Partner will define this step.

12. Select the process flow from the Select Process Flow drop-down list. Only published process flow will be populated in the drop-down list.

13. Click Add Parameters to add parameters. Define the keys and their values. The specified values will be put in the context of the child flow. 
    

14. Define the target data format and layout.

15. Define the mapping between the fields.

16. Click Save and Exit to save the Template.

Creating a Post Process Template Using a Transaction 

To create a Template:

1. First, create a Template using the Pre Process application as a Source application. The following are the high-level steps that you need to select while creating a Template. 
   1. Click Configure > Templates > Create Template.
   2. Select File & Message from the Select Template Type drop-down list.
   3. Select Inbound in the Select direction drop-down list. 
   4. Select the Pre Process app while defining the Source application.
      
   5. Select the source data format for a Template.
   6. Select the source layout and format of a Template.
   7. Select the Destination application, for example, FTP.
   8. Define the action to be taken at the destination.
   9. Define the Destination application account and configuration details.
   10. Define the target layout and format of a Template.
   11. Click Save and Exit to save the Template.
2. After creating a Template, create a Transaction using this Template.
3. Now, create a Template using the Post Process application as a Destination application. The following are the high-level steps that you need to select while creating a Template. 

   1. Click Configure > Templates > Create Template.

   2. Select either File or App from the Template Type drop-down list.

   3. Select Inbound in the Select direction drop-down list. 

   4. Select the Source application, for example, QuickBooks.

   5. Define the source data format for a Template.

   6. Select the event to be triggered.

   7. Select the Post Process app while defining the Destination application.
      

   8. Select Transaction from the Select Process Type drop-down list.

      You can also allow the partner to define this step by selecting Partner will define this step.

   9. Select the Pre Process Transaction from the Select Transaction drop-down list. Only Pre Process Transactions will appear in the drop-down list.

   10. Click Add Parameters to add parameters. Define the keys and their values. The specified values will be put in the context of the child flow. 
       

   11. Define the target data format and layout.

   12. Define the mapping between the fields.

   13. Click Save and exit to save the Template.