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Creating email templates to perform searches using qualifications

This section contains a sample email template to perform a search using qualifications.

To create an email template to search using a qualification

  1. Export the email template for the form that you want to make available for searching.
     The following example shows a mail template for a form:

    # File exported Tue May 21 21:38:47 2004

    Schema: AR-HD Calls
    Server: polycarp
    Login:
    Password:
    Action: Submit
    Values: Submit, Query
    Format: Short
    Values: Short, Full
    Source !5368739331!: Phone
    Values: Phone, AR System, email
    Caller Impact !5368783455!: Low
    Values: High, Medium, Low
    Last Name !5386753452!:
    Phone Number !5386748345!:
  2. Edit the exported file.
    1. Change the Action:Submit to Action:Query.

    2. Remove all fields in the message and include a Qualification label.
       The following example shows an exported file that was modified to search using the Qualification label.

      Schema: AR-HD Calls
      Server: polycarp
      Login:
      Password:
      Action: Query
      Format: Short
      Qualification: 'Source' = "Phone" OR 'Source' = "email"

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*

AR System 21.05