Create Business Flow Template

Create a new business template.

In Intelligent Track and Trace, business template is the starting point of creating any business flow instance.

1. Click Menu () and then click Configurations.
2. Click Business Flow Templates ().
3. Under Configurations : Business Flow Templates dashboard, click Create New Business Flow Template ().
4. In the New : Business Flow Templates area, enter the Name of the business template.
5. Click Add Business Step ().

   

6. For each business step enter:
   • Step Name: Enter the name of the step.
   • Document Type: Select the document associated with the step from the drop-down. The drop-down lists all the document types that you had defined as part of Create a New Document Type.
   • Submitter Role: Select the role of the trading partners who will be submitting the document for this step. The drop-down lists all the roles that you have defined as part of Invite an Endorsing Trading Partner and Participating Trading Partner Tasks. You can select more than one submitter roles.
7. Click Save to close the step dialog box.
8. Repeat step 5 and 6, for all the steps that you want to add to this business flow template.
9. If there is any error while adding steps, you will see a Warning Sign () on top of that step. Click on the Warning Sign and fix the error.
10. Click Save and wait until the Save successful message is displayed.
11. Click Cancel to return to the Configurations : Business Flow Templates dashboard.