Managing Partner Onboarding Templates

B2B Integration 10.4 | Administering and Monitoring B2B Transactions | Trading Networks Administrator's Guide | Onboarding New Partners | Managing Partner Onboarding Templates

Searching for a Template by Name

Adding a New Template

Creating a New Group from an Existing Group

Adding New Fields to an Existing Group

Managing Fields in a Group

Creating a Mapping Service for New Templates

You can manage templates that are used for the invitation emails. You can use templates to seek information from potential partners by adding them to the questionnaire that you attach to the invitation. Three templates are provided by default:

Non-EDI Standard Template: used as a standard template for non-EDI questionnaires.

EDI Standard Template: used as a standard template for EDI questionnaires.

EDIINT Standard Template: used as a standard template for EDIINT questionnaires.

wm.tn.util:mapStandardFields is the default mapping service that is used to map the standard fields to Trading Networks. If the default template is changed or you create a new template, you will need to create a new mapping service for the edited or new template. For more information about creating a mapping service for new templates, see Creating a Mapping Service for New Templates.