Creating email templates to search for fields


The following procedure shows how you can create a sample email template to search for fields.

To create an email template to search for a field

  1. Export the email template for the form that you want to make available for searching.
    An example of a mail template for a form follows.

    # 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 !5368737933!: Phone
    #Values: Phone, AR System, email,
    NMP, ACD
    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. To use a format other than the default (Short), set the Format option.
    3. Edit the fields portion of the email template to include the fields that want to search and remove all other information.
      The following example shows an exported template that was modified to search for multiple fields:

      Schema: AR-HD Calls
      Server: polycarp
      Login:
      Password:
      Action: Query
      Format: Full
      Source !5368737933!: Phone
      Caller Impact !5368783455!: Low


 

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