Associating Templates with Categories

Next, associate a template with a category. You can associate a template with more than one category. You identify these templates during the planning process. For more information, see Business Analysis for Deployment of Siebel Email Response.

To associate a template with a category

  1. Navigate to the Administration - Catalog screen, then the Catalog Administration view.

  2. In the Catalogs list, select the appropriate catalog, and click the link in the Name field.

  3. Select the category with which you want to associate a template.

  4. In the Categories form, click the drop-down arrow to find the Response Template view.

  5. In the Response Templates list, create a new record.

  6. In the Add Templates dialog box, scroll to find and select one or more templates that you want to associate with the category.

  7. Click OK.

    The Response Templates list shows the templates that you select to associate with the category.