Siebel Email Administration Guide > Configuring Communications Templates > About Communications Templates >

Visibility and Access for Templates

You can create templates for only your personal use, or you can make them publicly available to all users of the applicable communications features.

NOTE:  In general, advanced users who have administrator privilege must create, modify, and review templates for group. Such users work with templates in the All Templates view of the Administration - Communications screen.

Depending on the context of use, the templates that appear to a user, such as in the Body drop-down list, depends on the following factors:

• The setting of the Public check box for the template. A user cannot access templates for which the Public check box is not selected. Templates the user creates in the My Templates view of the Communications screen are not subject to this limitation.
• The specified channel (such as email or fax, or wireless message) for the template. A user can access only the templates that are applicable to the feature. For example, only email templates are available for Send Email and other email features.
• The specified template type, such as Greeting, Body, or Closing. For the Send commands, a user can access the Body template type in the Body drop-down list. For email replies, a user can access each template type in a different drop-down list. (The template type does not apply to communication requests.)
• The specified language and locale for the template. For the Send Email, Send Fax, and Send Wireless Message commands, a user can access only the templates for which the language and locale correspond to the outbound communications preferences of the user. If these user preferences have no values, then the language and locale for the Application Object Manager apply (as for all Siebel client types).

  For the Send Email command and for email replies, the user can specify overrides for the language and locale settings to access a different set of templates.

  In a global deployment, you create some templates in specific languages and locales. Because you can see only templates that you create for the language and locale setting, you create each template that you want to use for another language and locale in that language and locale.

• For simple templates used with the Send commands, the specified object (such as Account) for the template. A user can access only templates for which the specified business object corresponds to the business component (such as Account) for the current applet when the user selects the Send command. A user can also access templates with no specified object.
• For templates used with the Send Email or Send Fax commands, or with email replies, the setting of the HTML Template check box for the template. In the Outbound Communications view of the User Preferences screen, users can specify a default message format of either Plain Text or HTML. They specify this user preference setting separately for Send Email and Send Fax and for Siebel Email Response. Note the following information about this preference setting:
  • If the preference setting is HTML, then the user can access only the templates for which HTML Template is selected.
  • If the preference setting is Plain Text, then the user can access only the templates for which HTML Template is not selected.
• Access groups that are used to filter objects. For more information, see Using Access Groups to Filter Objects.