Siebel Communications Server Administration Guide > Configuring Communications Templates >

Specifying Template Items for an Advanced Template

This section describes how to add template items for an advanced template.

Specifying template items allows you to construct templates in modular fashion, based on literature items or files. It also allows you to use advanced field substitution (iteration child business component), to specify content both for the message body and for attachments, and to specify alternate versions of the message body (for email only): plain text and HTML.

You can combine template text and template items in the same advanced template. A template that does not include template text should include at least one template item. If you include template text, this text appears in the message body, before any content specified with template items.

You must select either a literature item or a file to include for the template item.

Checking the HTML Template check box for a template specifies that HTML text from template items specified for the message body is sent as HTML. If HTML Template is not checked, this text is converted to plain text before sending.

For more information about template item fields mentioned here, see Fields for Template Items.

To add template items for a template

1. Navigate to Communications > My Templates.
2. In the Templates list, select the advanced template for which you are adding template items.
3. For an HTML template, verify that the HTML Template check box is checked.
4. Click the Template Items view tab.
5. In the Template Items list, add a new record for each template item.
   • To add a file, do one of the following:
     • Click New File (recommended). Choose a file from the Choose File dialog box. Go to Step 6, then go to Step 9.
     • Click New (or choose New Record from the menu). Go to Step 6, then go to Step 7.
   • To add a literature item, click New (or choose New Record from the menu). Go to Step 6, then go to Step 8.
6. Specify a sequence integer number for the template item. (The default value is the lowest positive integer not in use by an existing template item.)
7. To finish adding the file (begun in Step 5):
   1. Click the select button for the Attachment Name field.
   2. In the Add Attachment dialog box, click Browse, specify a file from the operating system, then click Add. Go to Step 9.
8. To finish adding the literature item (begun in Step 5):
   1. Click the select button for the Literature Name field.
   2. In the Pick Literature dialog box, specify a literature item, then click OK.
9. For a template item that is to be an attachment to an email or fax message, specify a label in the Attachment Label field.
10. In the Template Item form:
    1. Optionally, specify an iteration child business component from which you can specify substitution fields. For more information, see Fields for Template Items.
    2. Check the Substitute Values box, if you want to use field substitution for the file or literature item specified for the template item in previous steps.

       The Available Fields list is populated with field names.

    3. Check the Message Body box, as appropriate:
       • For an email or fax template, check the Message Body box to include the template item content in the message body. Otherwise, the template item content will be an attachment to the email or fax message.
       • For a wireless message or page template, you must check the Message Body box to include the template item. For a wireless message template, template item content that is not specified for the message body is ignored. For a page template, the message will fail if any template item is not specified for the message body. (Template items must be plain-text files or literature items.)