Siebel Email Administration Guide > Configuring Communications Templates > Fields for Templates >

Fields for the Simple Form

This topic describes the template fields you specify in the Simple form. These fields are for simple templates.

Template Properties

The following fields are grouped under Template Properties:

• Name (required). For more information, see Fields for the Templates List.
• Channel Type (required). For more information, see Fields for the Templates List.
• Template Type. Specify the type of template. This option helps users choose templates with the appropriate function. Default values include Greeting, Body, and Closing. Consider the following points when you specify a template type:
  • A reply message for Siebel Email Response can use all of these template types. Greeting and closing templates are generic in Siebel Email Response. You do not associate them with a category.
  • The Send commands use templates with the Body template type. You associate body templates with a category.
• Language (required). For more information, see Fields for the Templates List.
• Locale (required). For more information, see Fields for the Templates List.
• HTML Template. Select this option to specify that an email or fax template is an HTML template. Do not select this check box if the template is plain text. If this check box is not selected, then any formatting you apply in the Text field is eliminated when you save the template.

  If the HTML Template check box is not selected, then the text is converted to plain text before the message is sent. For information about HTML formatting in the Text field, see Editing and Formatting Controls for Text in Templates.

  This setting and the outbound communications user preference setting for default message format (for Send Email or Send Fax, or for email replies for Siebel Email Response) determine if the template is available for usage. For more information, see Visibility and Access for Templates and Preference Settings for Outbound Communications.

• Public. Select this option to make this template available for all users to specify when using the template, such as when using the Send commands or when sending email replies. Do not select this check box to make the template available only to the current user and to administrators.

Pick Available Substitutions

The following fields are grouped under Pick Available Substitutions:

• Object. Select from a drop-down list the type of recipient group (object) for the template. The recipient groups you can choose correspond to business objects for which a primary business component is specified, such as Account, Opportunity, Contact, and so on.

  The object you specify for the template is optional and is used to obtain values for the Available Substitutions list.

  The recipient group you specify determines only the substitution fields that are available for the template text. The actual recipients are determined when using the template, such as when using the Send commands or when sending email replies.

• Available Substitutions. Displays the business component fields that are valid for substitution. You can copy and paste such fields into the Text field for the template.

  The fields available for substitution are from the primary business component of the business object in the Object field.

  All substitution fields must be enclosed in brackets ([ ]) in the template text.

  For example, available substitution fields for Contact include [Contact.Last Name], while fields for Account include [Account.Name].

  NOTE:  For an HTML template, make sure that the enclosing brackets and text of any substitution field text do not include any tagging changes. For example, do not change from bold to regular text in the enclosing brackets of a substitution field. Doing so might prevent proper data substitution.

  If your template must contain a literal bracket character ([ or ]), then insert a backslash character (\) before the bracket to escape the bracket character so that the character is correctly interpreted.

  NOTE:  If a substitution field is not enclosed in brackets, or if you enclose the substitution field some other notation, such as percentage characters (%), then Communications Outbound Manager cannot perform substitution for the field.

Compose Template

The following fields are grouped under Compose Template:

• Subject. Enter text for a subject line for the template.

  Text in the Subject field can also include substitutions from the Available Substitutions list. The value in the Object field determines the available substitutions. Note the following points about the text in this field:

  • For a new email message (and not for a reply), the text from this field is used in the Subject line of the message.
  • For a reply message in Siebel Email Response, the subject-line text is derived from the subject line of the original inbound email message.
  • For a fax, the text from this field appears on the cover page of the faxed message.

    NOTE:  If you use OpenText RightFax with the Unicode patch, then the subject text appears on the fax cover page only for ENU (U.S. English) software. For all other languages, the subject text appears on a second page of the faxed message. For more information, see Integrating with Fax Products.

  • For a page or wireless message, the text from this field is not used.
• Text. Specify text for the template. As appropriate, you can copy and paste fields from the available substitutions.

  All template text appears at the start of the message body. For information about editing and formatting in this field, see Editing and Formatting Controls for Text in Templates.