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Creating email templates to perform searches using qualifications
See the following procedure to know how to create a sample email template to perform a search using qualifications.
To create an email template to search using a qualification
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 2121:38:472004
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!:
Edit the exported file.
Change the Action:Submit to Action:Query.
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"