Creating an Outbound Convert Transaction

A Transaction is created by using a Template. Therefore, before creating a Transaction, ensure that you have created a Template.

To create an Outbound Transaction:

1. Click Transactions > T****emplates.

2. On the Templates screen, navigate to the Template you want to use and click .

3. Provide the name and description of the Transaction. The name and description of the Transaction are generated automatically based on the selected Template. You can edit the Transaction name and description that can be up to 48 and 300 characters long.
   

4. In the Select Project field, select a project with which you want to associate the transaction.

   The Select Project field is available only when you log in as a user with Company Only role type.

5. Click Continue.

6. Select the Network from the Select Network field. The availability of this field is driven by the following conditions.

   • This field is not available:

     • When the selected Template has only one Network.

     • When the selected Template has more than one Network but the user has access to only one Network.

   • This field is available:

     • When the selected Template has multiple Networks and the user has access to more than one Network.

7. Select the partner for whom you are creating this Transaction. All the Partners of the Network(s) to which this Template belongs will be populated in the drop-down list. 

8. Click Next to define the value of the parameter. This screen appears only if the Template you are using is created using Context Based routing type.

   If you have selected Multi Select Combo as the Parameter Type and a REST Consumer (that uses the POST method) in the Select REST Consumer field while defining Transaction Parameter, you need to follow the steps given below to populate the parameter values.

   Before you populate the parameter values, ensure that the REST Consumer has the following configurations: Selected Method is POST REQUEST Media Type set to multipart/form-data RESPONSE Media Type set to application/json

    

   1. Click Populate.

      The name of the Populate button may vary based on whether or not you have provided a custom name to it while defining the transaction parameter in the Template.

      This opens a window to select a file based on which you want to populate the data from the endpoint. 

   2. Browse to the location where you have placed the required file, select the file, and then click Open.
      
      The values are populated in the multi select combo field.
      The following screenshot is an example that shows requested values populated in the multi select combo field named as Multi Select. 
       

9. Provide the value of the parameter corresponding to the variable name.

   

10. On the Transaction Settings screen, do the following:

    1. Enter the details as described in the following table.

       

       Field Name		Description
       Contact User		Email id(s) listed here will receive a notification email whenever the Transaction is executed successfully or if there is an error during execution. Multiple email ids are separated by comma. If Adeptia Connect is running on multiple environments and you want to receive environment name in the emails, then you need to specify the environment name in the relevant property  (Account > Settings > Expand Application Settings >  Common > Expand Personalization).
       When to notify the contact user thru email?		Always: Send an email whenever a Transaction executes. On Error: Send an email if an error occurred during the execution of the Transaction. Do Not Notify: Select this option if you do not want to receive an email notification for Transaction execution.
       Email Notification Format		This field is visible only when you have selected the Always or On Error option to send the  notification to the user. Select the email notification format that you want to use for notification emails sent to the user for successful and failed Transactions. Default: If you select Default, the system will use the default email notification format. Customized Notification Format: If you select this option, a Custom Error Notification Format field appears. In this field, you can select an existing custom email notification format or create a new one, and use it for email notifications.

    2. Expand Advanced Settings to set the Logging Level, Repository File Retention, and Activity Logging Retention. The available options for the fields are as follows:

       • Logging Level- INFO, DEBUG, and ERROR

       • Repository File Retention- DONT DELETE, DELETE, DELETE ON SUCCESS, and DELETE ON SUCCESS EXCEPT SOURCE DATA

       • Activity Logging Retention- DONT DELETE, DELETE ON SUCCESS, and NO LOGGING To learn more about these options, refer to this page.

       

       The three fields (Logging Level, Repository File Retention, and Activity Logging Retention) appear on this screen only when the Template you are using is created by setting Routing Type to None. When you use a Template with Routing Type selected as either Content Based or Context Based, only the Repository File Retention field appears on the screen. To learn more about these options, refer to this page.

       If you hide the Transaction Settings page using Select the steps which you want to hide at the time of Transaction creation option from the Settings screen while creating a Template, by default the following values will be set for the fields in a Transaction: When using a Template with Routing Type as None: Logging Level: ERROR Repository File Retention: DELETE ON SUCCESS EXCEPT SOURCE DATA Activities Logging Retention: DONT DELETE When using a Template with Routing Type as Content or Context Based: Repository File Retention: DELETE ON SUCCESS EXCEPT SOURCE DATA

11. Click Next to define the Destination application account. This screen appears if the Template you are using is created for the Partner to define the account details. 

12. Select the account from the drop-down list. You can either use an existing account or create a new one. Click to add a new account. For more information on how to add an account, refer to Supported applications.

    

    Click Test to test the connection to your account.

13. Click Next to provide the configuration details.

14. After providing the configuration details, click Next to open the Target layout screen. This screen appears only if the Template you are using is created for the Partner to define the layout.

    The Destination application account and configuration details screen differ depending on the Destination application chosen in the Template you are using.

15. Select the format and layout from the drop-down lists. You can either use an existing layout or create a new one. 
    

16. Click Next to encrypt data. 

17. Select the Want to encrypt target file? check box to encrypt the destination file. The below fields display. Provide the details in the corresponding fields.
    

    Field Name	Description
    Key Manager	Select the Key Manager from the list. To create a Key Manager, visit Account > Security Settings. To create a Key Manager, click here.
    Key Name	The default value is the default.

18. Click Next to define the mapping. This screen appears only if the Template you are using is created for the Partner to define the mapping. 

19. Click Save & Exit to save the Transaction.

    This creates an Outbound Transaction.