This topic describes the systematic instruction to Transaction option.

This capability converts a series of pages sections into a 3-step transaction template. For more details about the Transaction Template refer to the Templates section (provide link to the transaction template section.

For example:

Figure 10-1 User Details Form

Description of "Figure 10-1 User Details Form"

To convert the above user details form, follow the below steps :

1. Prepare Your Form
   Once your form—with the required sequence of page sections—is ready, run the plugin and select Convert to Template.

   Figure 10-2 Convert to Template

   
   

   
   Description of "Figure 10-2 Convert to Template "

   
   
2. Select the Transaction Body.
   1. Choose the Transaction option.
   2. Then, click on Select the Transaction Body to pick the form you want to convert.

   Figure 10-3 Transaction

   
   

   
   Description of "Figure 10-3 Transaction "

   
   
3. Set Review Type and Device Type.
   1. After selecting the frame, specify the Review type you’d like to use.
   2. Select the Device type: Desktop, Mobile, or Both.
   3. If Both is selected, the plugin will automatically convert your design into both Desktop and Mobile versions of the Transaction Template.

   4. Once done, click Save.

   Figure 10-4 Transaction

   
   

   
   Description of "Figure 10-4 Transaction "

   
   
4. Auto-Generate Template

   Once saved, the plugin will automatically:

   • Insert your form into the Initiation page, and
   • Generate the Review and Confirmation pages for you.

   Figure 10-5 Transaction

   
   

   
   Description of "Figure 10-5 Transaction "

   
   
5. Customize and Export

   After the Transaction Template is generated, you can customize it as needed—like updating the page title, subtitle, etc.—and then continue with the export process.

   Figure 10-6 Transaction

   
   

   
   Description of "Figure 10-6 Transaction "