Siebel Email Administration Guide > Configuring Communications Templates >

Editing and Formatting Controls for Text in Templates


For email or fax templates, you can edit and format template text by using controls in an editing bar that appears when you click in the Text field in the Simple form or Advanced form.

NOTE:  HTML formatting does not apply to templates for channels other than email or fax, even if the HTML Template check box is selected. Any formatting is eliminated when you use such a template.

You can use the editing controls, such as controls for clipboard operations, without applying HTML formatting.

For an HTML email or fax template, formatting you apply in the Text field is preserved when you save the template. For a plain-text template, such formatting is eliminated when you save the template.

NOTE:  If you change the setting of the HTML Template check box, then the change is not apparent until you step off the record to display another template record and then reselect the record. If you clear this check box, then the HTML formatting controls are still available, and formatted text is not immediately converted to plain text. However, when you save the template, any formatting you applied is removed.

Managing Line Breaks for HTML and Plain-Text Templates

The following behavior regarding line breaks applies to both plain-text and HTML templates:

  • Pressing ENTER creates a new paragraph.
  • Pressing SHIFT+ENTER creates a new line.

Managing Links and HTML Elements from Other Sources

For email messages, you can directly enter URL or mailto links, and they are automatically converted to links if the template is saved as HTML. (This behavior might not apply to email sent using third-party email clients.) Examples of these links follow:

  • www.example.com
  • http://www.example.com
  • ftp://ftp.example.gov
  • mailto:user@example.com

You might select graphics or other tag-based elements that appear on Web pages, such as horizontal rules or tables, by dragging the mouse pointer. In some cases, you can copy and paste such elements into the template text.

NOTE:  You cannot add content other than text or HTML tag elements directly to the template text. For example, you cannot copy and paste graphics or other files into the template text. (For advanced templates, you can specify graphics by using template items.)

Editing and Formatting Options

This topic lists the editing and formatting options for template text in the order in which they appear from left to right in the user interface. The following editing and formatting options are available:

  • Find or Replace. Click the arrow to display the Find controls above the editing bar or to hide these controls. When the Find controls appear above the editing bar, click the arrow on the left to toggle between the Find controls and the Find and Replace controls. Enter text to find, or enter replacement text, and then click Go. Find operations are not case-sensitive.
  • Cut. Click to cut selected text to the clipboard.
  • Copy. Click to copy selected text to the clipboard.
  • Paste. Click to paste text from the clipboard into the template text. Depending on the source, the text you paste might include HTML formatting.
  • Font. Select a font from a drop-down list to apply to selected text. Available fonts include Arial (the default), Verdana, Times New Roman, and Courier.
  • Size. Select a font size from a drop-down list to apply to selected text. Point sizes include 8 (the default), 10, 12, 14, 18, 24, and 36.
  • Font Color. Click the arrow to display font colors above the editing bar, and then click to select a color to apply to selected text.
  • Bold. Click to apply bold formatting to selected text or to remove bold formatting.
  • Italic. Click to apply italic formatting to selected text or to remove italic formatting.
  • Underline. Click to apply underlining to selected text or to remove underlining.
  • Ordered List. Click to apply numbering to selected text or to remove numbering. Apply numbering to make the text an ordered list.
  • Unordered List. Click to apply bullets to selected text or to remove bullets. Apply bullets to make the text an unordered list. Bullets appear differently at different levels of indenting.
  • Indent. Click to increase indenting for selected paragraphs.
  • Outdent. Click to decrease indenting for selected paragraphs.
  • Left Align. Click to left-align selected paragraphs.
  • Center Align. Click to center selected paragraphs.
  • Right Align. Click to right-align selected paragraphs.
Siebel Email Administration Guide Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Legal Notices.