This guide explains how to use the new Test Template functionality to create and test templates for different events in the Order Intake Workflow.
Steps to Create and Test a Template
Navigate to Templates:
Go to Workflow > Order Intake > Templates.
Select the option to Add Template.
Choose Template Type:
Select the template type: Webhook or Email for triggers, or choose from:
Order Submit Request
Submit Response
Cancel Response
Define Template Format:
Select the format (e.g., JSON) for the template you are creating (e.g., for an "Order Received" event).
Generate Sample Input Payload:
Click Generate Template.
Use the option to add a Sample Input Payload for data input. Select from different events, such as Order Answered, Delivered, Failed, Produced, Received, Returned, or Shipped.
Create Template Mapper:
In the Template Mapper section, define the mapping for your template.
Render and Verify Template:
After defining the Data Input and mapping, click Render to compile the template.
Verify the output to ensure the template compiles correctly and matches the expected results (e.g., "Order has been received with Order ID and timestamp").
Run Test for Template:
Assign a name to the test and run it.
Check that the test compiles correctly and that the status is Passed.
Save and Use the Template:
Once the template is working correctly, save it by clicking on the Add Template button.
The saved template can then be used for defining triggers for specific customers or events.
Using the Template for Triggers
Define a Trigger:
Go to the Events section and select an event (e.g., Order Received).
Choose the template you want to use for this event from the available list.
Create a Template Directly for the Trigger:
If a template is not yet defined, you can create one directly in the Triggers section using the same interface as the Templates page.
Generate and Save the Template:
Provide a name, generate the template, and use the same interface to configure it for the specific trigger.
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