Assign Route Package Template

To assign a Route Package Template to a user account or account template, you must create at least one Route Package Template prior to assigning a route to a user account or account template. For configuration details on managing and creating Route Package Templates, refer to Manage Route Package Templates.

  1. Select Accounts > User Accounts. The User Accounts page is displayed.
  2. Click the name of the account that you want to assign a route.
  3. The User Account Settings page is displayed with details for the selected account.
  4. Click the Routes tab for the selected account.
  5. Select the desired Route Package Template from the Route Package Template list.
  6. Click Assign Route.
  7. The Create Route Package page is displayed. You can navigate to the Edit Route Package Template page for the selected Route Package Template by clicking the Created From link.
  8. In the Route Name field, type the desired name of the route. The route name can contain 254 characters or less.
  9. Note You cannot use the following characters in the route name: * < > ? " / \ | :
  10. (Optional) Enter a Description.
  11. In the Inherited Settings pane:
    1. Select the check box for a Template Route and click Disable to disable an enabled inherited route.
    2. Select the check box for a Template Route and click Enable to enable a disabled inherited route.
    3. NoteThe inherited Execution Rule cannot be changed.
      NoteIf an inherited route is disabled in the Route Package Template, it cannot be enabled from the Inherited Settings pane. Also, inherited routes cannot be reordered or deleted from the Inherited Settings pane.
  12. In the Specific Settings pane:
    1. Determine the Execution Rule. Select either All Matching Routes (default) or First Matching Route.
    2. When All Matching Routes is selected, all matching Routes are executed.
      When First Matching Route is selected, only the first matching Route is executed.
    3. Click New Route.
    4. The New Route Entry page is displayed. For Route configuration information, refer to Manage Routes.
    5. You can also edit, enable, disable, reorder, and delete Routes in the Specific Settings pane. For more information, see Manage Route Package Templates.
  13. In the Notifications pane, you can configure email notifications to be sent on a route failure, success, or triggering.
  14. To enable SecureTransport to send notifications about various events, you need to first configure an SMTP mail server in Setup > Miscellaneous > SMTP Configuration. For more information, see Set up email notifications via SMTP. SecureTransport uses email templates to create the email notification messages. Therefore, the administrator must also have access to the Mail Templates page; otherwise, the Notification pane is disabled. The access to Mail Templates is configurable through the Administrative role settings. For more information, see Manage administrator accounts.
    • Specify notifications for a route failure
    • Select Notify following e-mails on route failure to specify where notifications about route failures are sent. The field can contain either one or more comma-separated email addresses or an expression. Then, choose the Mail Template you want to use for the messages for a route failure.
    • Specify notifications for a route success
    • Select Notify following e-mails on route success to specify where notifications on route success to be sent. The field can contain either one or more comma-separated email addresses or an expression. Then, choose the Mail Template you want to use for the messages for a route success.
    • Specify notifications on route trigger
    • Select the Notify following e-mails on route trigger checkbox and specify where the notifications to be sent. The filed can contain either an email addresses, a mail relay, or an SMTP port. Then, choose the Mail Template you want to use for route triggering notifications.
  15. Click Save.

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