Defining Template Categories and Types
This section discusses how to define categories and associate them with types.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
RBC_CATEGORY_SETUP |
Define categories to be used for grouping similar templates and refining template search results in the email workspace. |
|
|
RBC_CAT_TYPE_SEC |
Associate categories with types to subcategorize templates. |
To define categories, use the Categories & Types (RBC_CATEGORY_SETUP) component.
Use the Categories & Types page (RBC_CATEGORY_SETUP) to define categories to be used for grouping similar templates and refining template search results in the email workspace.
Navigation
Image: Categories & Types page
This example illustrates the fields and controls on the Categories & Types page.
|
Field or Control |
Definition |
|---|---|
| Active |
Select to activate the corresponding category and be able to use it when defining template packages and searching for templates. Clear the check box if you want to deactivate the category and its established relationship with its types. |
| Category Name |
Enter the name of the category. If you delete the category, a warning message appears and advises that you inactivate rather than delete the category because removing it may cause unexpected behavior to applications that use it. |
| Types |
Click to access the Category/Type association page, in which you associate the category with types. A category can contain one or more types; types subcategorize a category. |
| ERMS Related |
Select to make the corresponding category available in the email workspace to classify incoming email. Agents can manually select an appropriate category for emails as necessary. The email workspace recommends actions and correspondence templates to use for email replies based on the email category. |
Use the Associate Types page (RBC_CAT_TYPE_SEC) to associate categories with types to subcategorize templates.
Navigation
Click the Types link of any category on the Categories page.
Image: Associate Types page
This example illustrates the fields and controls on the Associate Types page.
|
Field or Control |
Definition |
|---|---|
| Type Name |
Enter a type for the selected category. Type names must be unique. If you delete a type from a category, the deletion pertains to that category only. |