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