Setting Up and Administering Quick Keys

Enter one of these symbols to indicate the beginning of a quick key: # (the delivered value), ##, or @.

Users include this symbol at the beginning of a quick key word when they type quick keys directly into a field. Because quick key words might appear coincidentally in the field, the use of this symbol enables the system to distinguish when the word is intended as a quick key.

To indicate the end of the quick key, use one of these characters: space, carriage return, question mark. semicolon, exclamation point, or comma.

Enter a single character that, when used with the Alt key, will be the hot key to trigger a text tray-specific action.

The Merge Key triggers the replacement of a quick key with the static or dynamic text that it represents. The delivered value is M.

The Undo Key reverses a merge. This is not an all-purpose undo key for data entry. The delivered value is J.

The other delivered text tray-related hot key is Alt-T, which invokes the text tray for use on a text tray-enabled page. This is associated with the Text Tray toolbar button and is configurable through the toolbar definition, except that when it is used in a rich text editor interface, in which case the Alt-T combination is hardcoded and cannot change.

See Understanding the Configurable Toolbar.

Select a quick key category to make the Text Tray Items grid display only quick keys in the selected category, or select All to display all public quick keys. The descriptions of all text tray categories that you create appear in the drop-down list box, but the delivered Private category does not appear because private quick keys never appear on this page.

This grid lists the public quick keys that meet the filter criteria. The value in the Quick Key column includes the prefix that you selected as the quick key indicator and is a link that you can click to view the details for the quick key.

The value in the Quick Key Text column will be truncated if the text is too long to display; the full text is visible only in the quick key details.

Use the check box at the left of the row to select text tray items for deletion.

Click to display a blank form in the Quick Key Details group box, and then use the blank form to enter information for a new quick key.

Click to delete the text tray items that you selected in the Text Tray Items grid.

Select a category for the quick key. You can select any category that you create, but not the Private category, which is reserved for private quick keys.

Enter the quick key that represents the text tray entry. The read-only text next to the entry field shows the quick key prefixed with the indicator symbol. Quick keys are case-sensitive.

Enter the full text for the text tray entry. You can enter static text or you can include tokens that will be dynamically resolved at runtime.

To create a token, place curly brackets around a word that represents the token. For example, in the text I am contacting you regarding {Case_ID}, the text Case_ID is treated as a token. You can use this token multiple times in this text tray entry, but token definitions are not shared between text tray entries.

You cannot use these symbols in the Quick Key Text field:

• carets (^)

• tildes (~)

• quote marks (“ ”)

• periods (.)

• exclamation points (!)

• question marks (?)

• hyphens (-)

• backward and forward slashes (\ /)

• less than or greater than symbols (< >)

• dollar signs ($)

• asterisks (*)

• at symbols (@)

• curly brackets ({ })

• straight brackets ([ ])

• parentheses ()

• pound symbols (#)

• commas (,)

• semicolons (;)

• colons (:)

This also applies to token text. The system prevents users from entering these characters by displaying an error message.

If you have added or removed tokens in your quick key text, click this button to display the Term Aliases to Term Mapping grid with a current list of the tokens for this quick key entry.

When you click the Extract Term Aliases button, the system populates this column with one entry for each token in the quick key text.

If you have already selected the term that is used to resolve the token at runtime, the term name appears here. If this column is blank, you need to click the Get Term button to select a term.

Click the Get Term button to access the Text Tray - Select Context page, where you select the term that is used to resolve the token.

Displays the term name, but substitutes the values that you enter for any variables in the term name.

This grid lists any parameters that you need to define and provides data entry fields where you assign a value to each parameter. Click the Done button to save the values that you enter.