Settings panel

Parameters

For each fulfilment template the following parameters are available:

  • Active (checkbox): Sets the template as active.
  • Description: The template name can be used to group templates together in the agent interface; this is done by setting the template name as Group name|Template name.
  • Type (drop-down list): Upon creating a new template you can specify its type as one of the following:
    • Print: This type is used to create a place holder in the database as a trigger for data exports
    • Email: This type allows you to produce an email template that can be completed with customer data. It also allows you to define the sender details, subject and specify attachments – which themselves can be other templates
    • Word DOCX to PDF: This type allows you to merge a Word DOCX file into a PDF file

    • Word DOCX to: This type allows you to merge a Word DOCX file into a one of the available formats (PDF, RTF, HTML, TXT, ODT, XPS)

      Note: All conversions are done via the Word application.

    • Letter: This type allows you to create the letter template that can be completed with customer data
    • Merge Document: This type allows you to merge data with a predefined string, or an external document, i.e. a text file
    • PDF Form Fill: This type allows you to merge data with a PDF that contains form field
    • Attachment: This is used to create a “pointer” to a document, which can then be selected in Edit Email Template. It also enables you to upload the document into the pDocuments table.

    Some actions in the Attributes panel panel are available only for Email and Letter types.

  • Category: This hybrid textbox/ drop-down list allows you to group the templates for easier navigation:
    • Leaving the field blank assigns the template to the <default> category
    • Typing a new category name creates it on the templates' list to the left
    • Selecting an existing category assigns the template to that category

    Note: You cannot directly delete categories. A category will be auto-removed when there are no more fulfilments allocated to it.

  • Custom SP: When the merging is to be performed by the Fulfilment Service, instead of inside the script by the agent, you can specify how the service obtains the necessary data for merging. The default option is to allow the Service to load the data from the pContacts record linked to the pFulfilment request, or optionally specify a custom routine which is defined using this Custom SP field. See Automated Templates.

    If you opt for a custom routine there are 3 standard parameters that can be passed into the procedure, these are:

    Parameter Description
    @FulfilmentID This is the ID of the pFulfilment record
    @SysID This is the value from the ful_SysID field
    @SubSysID This is the value from the ful_SubSysID field

    Note: If the template is to be used by the call centre agents to generate a letter or email during a call it is safe to leave the field empty.