60.1 View Templates

This topic describes the systematic instruction for user to view the transaction templates maintained.

To search and view the templates:

1. Navigate to the Template Maintenance screen.
   The application displays the list of templates available in customization.

   Figure 60-1 Template Maintenance – Summary

   
   

   
   Description of "Figure 60-1 Template Maintenance – Summary"

   
   

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 60-1 Template Maintenance – Summary - Field Description

   Field Name	Description
   Filter	Search the specific template by transaction name.
   Template	The template name of the transaction.
   Category	The template category of the transaction.
   Template Name	The template name of the transaction with .xsl format.
   Action	The actions can be performed. The options are: - allows to modify the .xsl template & re-upload - allows to download the template in .xsl format - allows to view the past history of template uploads

2. In the Filter field, enter the template name to search the specific template and press Enter.
   The system displays the template based on search data entered.
3. Perform one of the following actions:
   • Click (Edit) icon to modify the .xsl template & re-upload. For more information refer section Edit Template.
   • Click (Download) icon to download the template in .xsl format.
   • Click (Uploads History) to view the past history of template uploads.

     The Update History overlay screen appears.

     Figure 60-2 Update History

     
     

     
     Description of "Figure 60-2 Update History"

     
     

     Note:

     The fields which are marked as Required are mandatory.

     For more information on fields, refer to the field description table.

     Table 60-2 Template Maintenance – Summary - Field Description

     Field Name	Description
     Template	The template name of the transaction.
     Template Name	The name of the transaction template with the .xsl file extension.
     Category	The template category of the transaction.
     Last Updated	The date and time at which the template was last modified.
     Updated By	Name of the user who updated the template.

     1. • Click (Download) icon against the record to download the specific template in .xsl format.