Creating an Integration Template

To create a template for a business process, you must define Integration in the business process. The integration template is the structure that imports or exports the data that you defined in the Integration forms.

To create the template:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click Business Processes or select the manager for which you want to create the integration template.
  3. On the right pane, select the business process or manager attribute/detail form.
  4. Click the Integration button at the top of the right pane and choose what template you want to create:
    • Input CSV Template to create a csv template to import data into Unifier
    • Input XML to create an xml template to import data into Unifier using Web Services and uLink
    • Output XML to create an xml template to export data from Unifier using Web Services

    When you specify what template you want to build, uDesigner takes the fields you specified and builds the csv or xml template, mapping field to field.

    A "file download" notification appears, asking if you want to open or save the template file.

  5. Open the file if you want to review it, or click Save to save the file.

    You might want to give the file an easily recognizable name for users.


Last Published Monday, June 3, 2024