Breadcrumbs

Using a Previous Configuration Profile as a Template

In Configuration Studio, you can use the configuration profile of a previously configured trading partner as a template to configure your current trading partner, saving time in the configuration process.

1 Menu Copy Template 2a.png
Settings Menu, Copy Template

Copying and Applying a Configuration Profile as a Template

Using a previously configured trading partner to configure a new trading partner can save you a significant amount of time. The configuration profile as a whole is copied, including any transformation logic associated with it. When you find a trading partner whose configuration profile is suitable to use as a template, however, it’s important to recognize that you may still need to work with different elements of the new configuration.

Warning: Transformation logic in the configuration profile you copy may produce unintended consequences. Inspect and test the copied results thoroughly, including examining sections, fields, field definitions, and transformations.

Note: For a different strategy on templates, see Using the Layout Detection Service to Find Layouts for Configuration.

To copy and apply a previous configuration profile to a new trading partner, follow these steps:

  1. Open Configuration Studio and upload the document you want to use. See (Managing and Uploading Documents).

  2. Above the screen, in the progress bar, click Configuration to move that screen.

  3. From the Configuration screen, click the Gear (Options) icon and from the drop-down menu, select Copy Template. A dialog box displays from which you can choose a configuration profile to copy as a template.

    1. Click the Company field to choose a company name from the drop-down menu. The Customer field displays in the dialog box below the Company field.

    2. Click the Customer field to choose one of the Company’s customers. The menu closes and the configuration profile of that trading partner is automatically applied as a template.

Note: Keep in mind that for a variety of reasons, in both, testing and production environments, you may need to manually adjust the template that was applied or restore the document to a previous version. (See Restoring Previous Versions of a Configuration Profile).