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Recipient Communications User Properties


Recipient Email Address Field and Recipient Fax Address Field are used by Communications Server to send email packages. Generic email and fax recipients that appear in the Pick Recipient applet are obtained through user properties. The list of recipients that appear in the Pick Recipient applet consists of generic names such as Service Request Owner and Contact Name, rather than the actual names of the persons, which are then obtained from the business component records.

These generic names are configured in user properties in each business component. Just as the set of templates that is listed in the Body drop-down list in Send Email and Send Fax dialog boxes is configurable, the list of generic recipients in that dialog box is also configurable. However, recipients are added through business component user property child object definitions. Generic recipient means a generic name for the person, rather than the person's name, email address, or fax number.

For example, when the user generates an email or fax for a service request record, the user has the choice of Service Request Owner or Service Request Contact for recipients. For a contact record, the user might see only Contact Name. The actual names are not listed in the Pick Recipient applet. The name and corresponding fax number or email address is often extracted from specific fields in the current business component record. Contact records are an example of this, as they contain name, email address, and fax number fields.

Alternatively, the recipient information may be obtained from a record in another business component through a join. An example of this is service requests. The Service Request Owner recipient information comes from an employee record and the Service Request Contact information comes from a contact record. These fields are based on joins from the service request record. To configure nonjoined generic recipients, configure the user property child object definitions of the business component.

The following recipient communications user properties are described in subsequent topics:

Recipient First Name Field

This user property sets the value to the business component field that contains the first name of the recipient.

Parent Object Type

Business Component

Description

Set the value to the business component field that contains the first name of the recipient.

Functional Area

Email, Fax, and Page (communication requests)

Recipient Last Name Field

This user property sets the value to the business component field that contains the last name of the recipient.

Parent Object Type

Business Component

Description

Set the value to the business component field that contains the last name of the recipient.

Functional Area

Email, Fax, and Page (communication requests)

Recipient Email Address Field

This user property sets the value to the business component field that contains the email address.

Parent Object Type

Business Component

Description

Set the value to the business component field that contains the email address.

Functional Area

Email (Send Email, email communication requests)

Recipient Fax Address Field

This user property sets the value to the business component field that contains the fax address.

Parent Object Type

Business Component

Description

Set the value to the business component field that contains the fax address. The fax address must be in a format appropriate for your fax server. For more information on driver parameters for Internet SMTP/POP3 Server, see Siebel Communications Server Administration Guide.

Functional Area

Fax (Send Fax, fax communication requests)

Recipient Preferred Medium Field

This user property sets the value to the business component field that stores the recipient's communications channel preference.

Parent Object Type

Business Component

Description

Sets the value to the business component field that stores the recipient's communications channel preference. If the setting Only Send Preference is specified for a communication request, then a communications template is sent to a recipient if the template's channel type corresponds to the value in the field indicated by this user property. If this user property is not set, then the preference is retrieved from the Preferred Communications field, if the business component includes such a field.

Functional Area

Email, fax

Recipient Id Field n

This user property specifies properties pertaining to email recipients.

Parent Object Type

Business Component

Description

A comma-delimited list of three required values and an optional fourth value. The values are:

  • Id Field Name. Identifies the foreign key field in the parent business component that points to records in the joined business component.
  • Business Component. Identifies the joined business component.
  • Label. The text of the label to appear for this generic recipient in the Pick Recipient dialog box, such as "Service Request Owner."
  • (Optional) Field Name in Target Business Component. Include this value if the field name is other than ID.

See also About Setting Numbered Instances of a User Property.

Functional Area

Send Email, fax

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