Inserting Property Lists in AutoText Entries

To Insert Property Lists in an AutoText Entry

1. Place the mouse pointer at the appropriate place in the Message area, and click Insert List.

The Insert List dialog box is displayed. The Select List to view Columns area lists the Interaction and Contact Objects, and Property Lists of their related Objects.

2. Select the required related Object tab. A list of Properties that belong to the selected related Object is displayed in the Select Columns area.

3. Select the required Property from the Select Columns area.

4. Click Insert.

- OR -

Click Advanced to define advanced search conditions to narrow your search for Object items whose Properties must be merged in the message text.

Example

You can specify a shortcut “Status” with an AutoText entry: “The Order status of each Active Order is as follows: <Order ID> <Order Name> <State> <Ship Method>. Please feel free to contact us for any of your queries”. In this example, we have selected Order ID, Order Name, State, and Ship
Method as columns to be merged with the message. Talisma inserts this text with the merged Properties when the word “Status” is typed.

5. Click OK.

6. Click Insert.

The Properties are inserted in the AutoText entry within angular parentheses. The value of the Properties are merged with the AutoText when it is inserted in a message and sent from Talisma.

Note

In the Select Columns area of the Insert List dialog box, use the Up and Down arrows to move a Property in the list, up or down in the order of preference. This list determines the order in which the Properties will be merged in the message.