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Fields for the Advanced Form

This topic describes the template fields you specify in the Advanced form. These fields are for advanced 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.
  • Delivery Profile. Select the communications profile to use to deliver the template to recipients. The profile must support the specified channel type.

    You must specify the delivery profile for any template that is sent using an outbound communication request, except for templates for the Wireless Message channel, for which specification is optional.

    For templates with the Wireless Message channel type that you use for outbound communication requests, note the following points:

    • If a template has a profile, then, (for each recipient) Communications Outbound Manager identifies the highest priority mobile device that has a corresponding profile and sends the message to the associated address using that profile. If there is no match, then no message is sent to that recipient.
    • If a template does not have a profile, then, (for each recipient) Communications Outbound Manager identifies the highest priority mobile device and that device's highest priority address and uses the associated profile to send the message to that device. For more information, see Process of Setting Up Communications Driver Profiles.
  • 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. For information about HTML formatting in the Text field, see Editing and Formatting Controls for Text in Templates.
  • Public. Select this option to make this template available for all users to specify when using the template, such as when sending outbound communication requests. Do not select this check box to make the template available only to the current user and to administrators.

    NOTE:  The Public field is ignored for any template that is sent using an outbound communication request that Siebel Workflow initiates. In this scenario, any defined template can be specified.

  • Attach Bookmark. Select this option to include a Siebel bookmark in communication requests sent using the template.

    A Siebel bookmark is a URL that links to a specific record in the Siebel application. A bookmark included in an email message allows a user to click the link to navigate directly to this record. If you specify this option, then a bookmark is included in outbound messages sent using this template. The bookmark URL is appended to the message body. The bookmark URL functions as a link whether the template is HTML or plain text.

    For example, if you are sending email to account team members, then a bookmark URL is included in the email and provides access to the account record that is the recipient source for the communication request.

    You can include bookmarks in messages sent using templates of any applicable channel. However, only bookmarks in email messages allow the recipient to click the link to navigate to the target record in the Siebel application.

    If the recipient user is running the Siebel application, then the bookmark record can open in the application window or can open in another browser window. If the user is not logged in, then the user is prompted to log in before the user can access the record.

    NOTE:  You can manually insert a bookmark in an email message or document by choosing the Create Bookmark command from the applet-level menu.

    Before you specify to include bookmarks, note the following requirements:

    • The Siebel administrator must specify a value for the WebServer server component parameter for Communications Outbound Manager. To access the bookmarked record, the recipient users must have access to the Web server and Application Object Manager that this parameter specifies. For more information, see Administering Communications Outbound Manager.
    • For each business component representing a type of record for supported bookmarks, a developer must verify that the Default Bookmark View user property is appropriately defined.

      This user property specifies the Siebel application view in which the bookmark record must open for the user, who is in this scenario the email recipient. The specified view must be an user view that is available to the intended recipients. This user property is already defined for many key business components. For example, for the Account business component, the default bookmark view is Account List View. For more information about configuring user properties for business components, see Configuring Siebel Business Applications and Siebel Developer's Reference.

  • Create Activity. Select this option to set activity logging for outbound communication requests that include the template. For more information about activity logging, see Viewing Activity Records for Outbound Communication Requests.

    If the Create Activity check box is selected for the template, then one activity is created for each recipient after the message is sent to that recipient. For each activity record, the text from the template Subject field appears in the Description field, and the text from the template message body appears in the Comments field. Sending a message to a large number of recipients generates an equally large number of activity records.

    The user who starts the Siebel Server running Communications Outbound Manager is the owner of each created activity. Typically, the user ID for this user is SADMIN.

    NOTE:  If you create a new recipient group using a custom business component, and select the Create Activity check box for an advanced template that uses the recipient group, then you must create a System Activity object on the custom business component to specify fields to log with activity logging. For more information, see Configuring Recipient Groups for Requests and Advanced Templates.

Pick Available Substitutions

The following fields are grouped under Pick Available Substitutions:

  • Recipient Group. Select the type of recipient group for the template. The recipients might be, for example, all contacts associated with an opportunity. This particular group is identified as Opportunity Contacts.

    The recipient group for the template is optional and is used to obtain values for the Available Fields list.

    The recipient group you specify determines only the field substitutions that are available for the template text. The actual recipient group, and actual recipients, are determined when using the template for a communication request.

    The Recipient Group drop-down list displays recipient groups for many major business objects and business components. For predefined values, see Predefined Recipient Groups.

    You can customize the list of values for the Recipient Group drop-down list to add or remove recipient groups. For more information, see Configuring Recipient Groups for Requests and Advanced Templates.

    In any greeting or closing templates that are set up as defaults in the Outbound Communications view of the User Preferences screen, only field substitutions from the Action recipient group appear correctly for the recipient group. For more information about setting user preferences, see Siebel Applications Administration Guide.

  • Available Fields. 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 recipient business component that the Recipient Group (such as Contact, for Account Contacts) specifies, or from the primary business component in the recipient source business object (such as Account, for Account Contacts). The business component name, followed by a period, prefaces the fields for the primary business component.

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

    For example, available substitution fields for Account Contacts include [Last Name], from the Contact business component, and [Account.Name], from the Account business component.

    NOTE:  For an HTML template (with HTML text in the Text field) or an HTML template item, 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 you enclose the substitution field in 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 Fields list. The recipient group determines the available substitutions. Note the following points about the text in this field.

    • For an email message sent using a communication request, the text from this field is used in the Subject line of the message.
    • For a fax sent using a communication request, 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.

      
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