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The Communication Templates landing page enables you to navigate to either the All Templates list or to Create New Template where you can create templates for all Communication Types.
A Communication Type consists of a name, a delivery method, format, delivery details (for Connect notices only) and the template body.
On the Create New Template pages you are guided through the steps required to define a correspondence type and its template.
The same steps are followed when editing an existing correspondence type.
The steps vary dependent on the correspondence delivery method selected. i.e. SMS, Email, Notice, or Hardcopy. Each method requires a different format to ensure the correct information can be captured and populated, such as CC and BCC, which are email specific features.
You can define the body of the template using either text and or substitution tags.
Plain text can be used to form the body of Communication Delivery Methods such as a Connect Notice, Email, SMS or Hardcopy. For content types other than plain text, any HTML formatting required is inserted using standard HTML tags. These HTML tags are interpreted when the correspondence item is constructed (CORW2000). It is also possible to include substitution tags. These tags are created using the Define Substution Tags page.
You can also identify Communication Types that require approval prior to sending.
Templates can be closed. A closed template will not be used in future processing.
See Related Pages for more information.
This page is reached by clicking on the Create New Template on the Communication Templates landing page.
When this page opens the fields below are displayed.
When entries are complete, click Next to go to the Specifics page.
Click Cancel to close this window without creating a new Template.
The details recorded here populate fields in a new COMMUNICATION_TYPE record (and COMMUNICATION_TYPE_RESTRICTION table, if applicable).
| Template Name | (COMMUNICATION_TYPE.COMMUNICATION_TYPE) |
| Template Purpose | (COMMUNICATION_ITEM.DESCRIPTION) |
| Priority List | |
| Delivery Method | (COMMUNICATION_TYPE.S_MESSAGE_DELIVERY_TYPE) and (COMMUNICATION_TYPE.S_MESSAGE_CONTENT_TYPE) |
| Context for Use | COMMUNICATION_TYPE.S_COMMUNICATION_TYPE_CONTEXT |
| Approval Required Prior to Sending | (COMMUNICATION_TYPE.APPROVAL_REQUIRED_IND) |
This page is reached by clicking the Next button on the General Details page.
The fields displayed on this page depend on the Communication Type being created (as specified in the General Details page).
The fields below are specific to an Email item.
| Email Subject | COMMUNICATION_TYPE.EMAIL_SUBJECT |
| Recipient | COMMUNICATION_TYPE.EMAIL_TO_RECIPIENT_TYPE |
| CC Address | COMMUNICATION_TYPE.EMAIL_CC |
| BCC Address | COMMUNICATION_TYPE.EMAIL_BCC |
| From Name | COMMUNICATION_TYPE.EMAIL_FROM |
| From Address | COMMUNICATION_TYPE.EMAIL_FROM |
| Reply-To Address | COMMUNICATION_TYPE.EMAIL_REPLY_TO |
| Bounce Address | COMMUNICATION_TYPE.EMAIL_BOUNCE_FROM |
| Attachment File | COMMUNICATION_TYPE.EMAIL_ATTACHMENT |
| Instructions | COMMUNICATION_TYPE.INSTRUCTIONAL_TEXT |
For EMAIL communications that require attachments, click on the Browse button to open a browse window and click on the Open button to upload the file contents to the communication_type.email_attachment field. Any type of file can be uploaded and, after uploading, a link to the file is displayed.
When entries are made, click Next to go to the next screen which will be either Connect Notices (for System Notice Communication Type) or Template Content for all others.
Click Back to go back to the General Details page.
Click Cancel to close this window without creating a new Template.
This page is reached byclicking on the Next button in the Specifics page (for System Notice communications).
| Display Order | Record a number in this field to determine where this notice will appear in a sequence of notices. |
| Display in Locations | Tick the select check box for applicable locations on the left side table and then click on the icon to move them to the right side table. |
| Delivery Condition SQL Statement | Record an SQL statement in the delivery condition box or click on the Copy delivery condition from another template button to open the Find Notice Delivery Condition page. |
When entries are made, click on the Next button to go to the Template Content page.
Click on the Back button to go back to the Specifics page.
Click on the Cancel button to return to the Communication landing page without creating a new Template.
This page is reached by clicking the Next button in the Connect Notice page (System Notice Communication Type) or the Specifics page for all others.
On this page you can create the body of the communication template. If ckeditor is enabled then it is displayed for system message content types = RTF, PDF and HTML.
Click the Insert Tag link to include Substitution Tags in the Communication template. The values for these tags are derived from the database when the Communication item is created. You can either scroll through the listed substitution tags or use the advanced search facitilty to nominate filer criteria.
Click on the Use Selected button to append the selected tag to the template area.
Substitution tags are defined using the Define Substitution Tag page.
Click Preview to display the Communication Item in context of a person. Click the Close button on that screen to return.
Image as at 16 Feb, 2012
This page is reached by clicking Next on the Template Content page.
On this page you can view details of the template being created. The range of details displayed depends on the Communication Type.
The Summary Overview page summarises the information from all the preceding pages plus:
New templates are Pending until such time as a new template status is applied. Options for template status are; Active, Inactive and Pending.
Select the appropriate status from the drop down menu.
Click on the Add Category link to apply Communication categories for this template. Multiple categories can be added. Use the 'plus' and 'minus' icons to add or subtract the communication categories specified for this template.
If you need to you can navigate back through the create template process by clicking Back. This enables you to correct any errors or include additional details.
Once complete, click Create.
Listed below are the details applicable to specific delivery types.
This page is reached by clicking on the All Templates button on the Communication Template landing page.
On this page you search for an existing template.
Enter values in the Filter fields and click on the Filter button to return those templates which match the Filter criteria.
The following details are displayed in each row in the filter results table:
| Template Name | Corresponding to 'Template name' (COMMUNICATION_TYPE.COMMUNICATION_TYPE) |
| Delivery of communication | Corresponding to 'Delivery of communication'. (COMMUNICATION_TYPE.MESSAGE_DELIVERY_TYPE) and (COMMUNICATION_TYPE.MESSAGE_CONTENT_TYPE) |
| Context For Use | Corresponding to 'Where the template is used'. (COMMUNICATION_TYPE.S_COMMUNICATION_TYPE_CONTEXT) |
| Status | Status of the Communication template (COMMUNICATION_TYPE.STATUS) |
Details can not be edited in this table.
Click on the Delete link to delete the record for that row.
Click on the link formed by the name of the template to open the Create Communication Template page, with the details of the selected template displayed and the Edit template heading..
To delete a Communication Template
1. Locate the Communication Template
On the Communication Template landing page, select All Templates.
You can filter the list of available Communication Templates by clicking on the list heading.
You can filter on the following headings:
Click the up pointing arrow to sort in ascending order or the down arrow to sort in descending order.
2. Click on the Communication Template
Once you've located the Communication Template to delete, click on the Template Name to highlight the record.
To delete multiple records, hold the CTRL key down and select each Communication Template to be deleted.
3. Click on the Delete button
When you click Delete, you'll be asked to confirm the deletion of the selected record(s) by clicking OK. To abandon the action click Cancel.
Template Groups (CORW2690)
Substitution Tags (CORW0400)
Communication Categories (CORW0600)
Process Communication Items (CORW2000)
Last modified on 31 May, 2012 2:44 PM
History Information
| Release Version | Project | Change to Document |
| 15.0 | 1722 - 11g Upgrade | New Help page for 11g. |
| 12.1.1 | 1580 - Communication | New Page |