Manage Route Package Templates

Use the Route Package Templates page to manage route package templates. Route package templates can be created, edited, and deleted from the Route Package Templates page. To display the Route Package Templates page, select Routes > Route Packages.

If you have access to the Route Package Templates page, you can create, edit, and delete route package templates. Master administrators and limited administrators with the Manage Route Package Templates privilege have access to the Route Package Templates page by default.

The following topics provide how-to instructions for managing Route Package Templates:

Related topics:

Add Route Package Template

Use the following procedure to add a Route Package Template.

  1. Select Routes >Route Packages.
  2. The Route Package Template page is displayed.
  3. Click New Route Package Template.
  4. The New Route Package Template Entry page is displayed.
  5. Enter a unique Route Package Template Name. You cannot enter spaces-only values in this field. For more information, see Spaces in required fields.
  6. (Optional) Use the Left and Right buttons to assign business units to the Route Package Template. The Business Unit List contains the names of business units you create. For details, Business units.
  7. (Optional) Enter a Description.
  8. Determine the Execution Rule. Select either All Matching Routes (default) or First Matching Route.
  9. When All Matching Routes is selected, all matching routes are executed. When First Matching Route is selected, only the first matching route is executed.
  10. Click New Route.
  11. The New Route Entry page is displayed. For route entry configuration information, refer to Manage Routes.
  12. Determine email Notifications. As a prerequisite the SMTP settings must be configured by navigating to Setup > Miscellaneous > SMTP Configuration in the Administration Tool. For additional SMTP configuration information, refer to SMTP configuration. Additionally, in order to add email notifications the administrator must have access to Mail Templates, otherwise this selection is disabled. Mail Templates access is configurable through the Administrative role settings. For additional administrative role configuration information, refer to Manage administrator accounts.
    1. Select Notify following e-mails on route failure to be notified on route failure and enter a notification email address, a list of mail addresses, or an expression. For additional email configuration information, refer to SMTP configuration.
    2. Select the Mail Template from the menu to used for route failure notifications. For email template configuration information, refer to Mail templates.
    3. Select Notify following e-mails on route success to be notified on route success and enter a notification email address, a list of mail addresses, or an expression. For additional email configuration information, refer to SMTP configuration.
    4. Select the Mail Template from the menu to used for route failure notifications. For email template configuration information, refer to Mail templates.
    5. Select Notify following e-mails on route triggering to be notified on route triggering and enter a notification email address, a list of mail addresses, or an expression. For additional email configuration information, SMTP Configuration on page 1
    6. Select the Mail Template from the menu to used for route triggering notifications. For email template configuration information, Mail templates
  13. Click Save.

You can add, enable, disable, reorder, and delete Routes as part of creating or adding a Route Package Template. For information on adding Routes, refer to Manage Routes. For information on enabling, disabling, reordering, or deleting Routes, refer to Enable Route, Disable Route, Reorder Routes, and Delete Route.

Edit Route Package Template

Use the following procedure to edit a Route Package Template.

  1. Select Routes >Route Packages.
  2. The Route Package Template page is displayed.
  3. Click on the name of the Route Package Template to edit in the Route Package Templates List.
  4. The Edit Route Package Template Entry page is displayed.
  5. Edit the information displayed. To edit a route, click on the name of the Route and refer to Manage Routes.
  6. Click Save to apply the changes.
Note You can add, enable, disable, reorder, and delete Routes as part of editing a Route Package Template. For information on adding Routes, refer to Manage Routes. For information enabling, disabling, reordering, or deleting Routes, refer to Enable Route, Disable Route, Reorder Routes, and Delete Route.

Enable Route

Use the following procedure to enable a Route.

  1. Select the Route to enable from the Routes list.
  2. Click Enable.
  3. The selected Route is enabled and a Enabled icon (Enabled) is displayed next to the selected Route name.

Disable Route

Use the following procedure to disable a Route.

  1. Select the Route to disable from the Routes list.
  2. Click Disable.
  3. The selected Route is disabled and a Disabled icon (Disabled ) is displayed next to the selected Route name.

Reorder Routes

Use the following procedure to reorder the Routes

  1. Click Reorder.
  2. A Reorder tool (Reorder) appears for each Route in the Routes list.
  3. Use the Reorder tool (Reorder) to move the Routes in the Routes list into the desired order.
  4. Click Save Order.

Delete Route

Use the following procedure to delete a Route.

  1. Select the Route to delete from the Routes list.
  2. Click Delete.
  3. When prompted, confirm that you would like to delete the selected Route.

Delete Route Package Template

Use the following procedure to delete a Route Package Template.

  1. Select Routes >Route Packages.
  2. The Route Package Template page is displayed.
  3. Select the check box for the Route Package Template to delete from the Route Package Templates List.
  4. Click Delete.
  5. When prompted, confirm that you would like to delete the selected Route Package Template.

Related Links