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Specifying Template Items for Advanced Templates

You can specify template items to construct templates in modular fashion by using literature items or files. Also, you can use template items to use advanced field substitution (iteration child business component), to specify content for both the message body and attachments, and to specify plain text or HTML versions of the message body (for email only).

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

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

Select the HTML Template check box for a template to specify that HTML text from template items for the message body is sent as HTML. If the HTML Template check box is not selected, then the text is converted to plain text before the message is sent. For more information about template item fields, see Fields for Template Items.

To specify template items for an advanced template

1. Navigate to the Communications screen, then the My Templates view.

   Administrators and other advanced users can navigate to the All Templates view of the Communications screen.

2. In the Templates list, select the advanced template for which you want to add template items.
3. For an HTML template, verify that the HTML Template check box is selected.
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, perform one of the following actions:
     • Click New File (recommended), and 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 that is not assigned to an existing template item.

7. To finish adding the file (begun in Step 5), complete the following steps:
   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), complete the following steps:
   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. To designate a template item as an attachment to an email or fax message, specify a label in the Attachment Label field.
10. In the Template Item form, complete the following steps:
    1. Optionally, specify an iteration child business component from which you can specify substitution fields.

       For more information, see Fields for Template Items.

    2. Select the Substitute Values check box if you want to use field substitution for the file or literature item you specified for the template item in previous steps.

       The Available Fields list is populated with field names.

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