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

Fields for the Templates List


The following fields are available in the Templates list:

  • Name (required). Specify a unique name for the template.
  • Channel Type (required). Select from a drop-down list the type of communication channel for the template. Predefined values include Email, Fax, Pager, and Wireless Message.

    For templates to use with outbound communication requests, the channel type can help determine how to deliver a template, such as for fax messages.

    The Default Preference setting you can specify when creating requests (for use with the Only Send Preference check box) generally corresponds to the Channel Type setting for the included templates.

    For the Send commands and for email replies in Siebel Email Response, the channel type also determines if the template appears in the Body drop-down list. For more information, see Visibility and Access for Templates.

  • Status. Select the status of the template. Select Draft or Active. Only templates with a status of Active are available for selection in the Body field of the outgoing message form.
  • Language (required). Specify the language for the template. This setting filters the templates that are available for use. The field value defaults to the current language in effect for the user's session. For more information, see Visibility and Access for Templates and Preference Settings for Outbound Communications.
  • Locale (required). Specify the locale for the template. This setting filters the templates that are available for use. The field value defaults to the current locale in effect for the user's session. For more information, see Visibility and Access for Templates and Preference Settings for Outbound Communications.
  • Description. Enter a brief description of the template.
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