Email Template hyperlink
Content
Email Template hyperlink [ID 481045.1] Modified 20-NOV-2003 Type PROBLEM In this Document Symptoms Solution Message 1 Message 2
Status MODERATED
Applies to:
Product Release: V7 (Enterprise) Version: 7.5.2.214 [16066] Database: Microsoft SQL Server 2000 SP3 Application Server OS: Microsoft Windows 2000 Advanced Server SP 3 Database Server OS: Microsoft Windows 2000 Advanced Server SP 3 This document was previously published as Siebel SR 38-1096700311.
Symptoms
Good Day, We want to send a survey via email once an SR has been closed. The email template requires a hyperlink to the client's web page with additional parameters needed. I have created a calculated field named TLM Survey Link' in the Service Request Business Component with calculated value= "http://<WebSrever>/SurveyForm/survey.asp?info="+[SR Number]+"|"+[TLM WCV Owner First Name]+" "+[TLM WCV Owner Last Name]+"|"+[Closed Date]+"|"+[Product Id]+"|PH|"+[Contact Full Name]+"|"+[Owner Email Addr] The issue I'm encountering right now is how to implement this link as a hyperlink in the Template Text in Communications Administration > All Templates. What do I need to do to achieve the same output as the HTML below: <html> <head> </head> <body> Please complete this <a href="http://<Web Server>/SurveyForm/survey.asp?info=1-103610|1-A7D|PH|Lego time| [email protected]"> survey</a> </body> </html> Cheers.
Solution Message 1
For the benefit of other readers. Listed below are the steps required in order to implement a hyperlink (constructed from a calculated field) into an email. 1) Within Siebel Tools, edit the calculated field (TLM Survey Link) in the Service Request Business Component to include the HTML tags as well as the Substitution Fields. “<A HREF='http://<web server>/SurveyForm/survey.asp?info="+[SR Number]+"|"+[TLM WCV Owner First Name]+" "+[TLM WCV Owner Last Name]+"|"+[Closed Date]+"|"+[Product Id]+"| PH|"+[Contact Full Name]+"|"+[Owner Email Addr]’> Survey </A>” 2) Within Siebel Tools, navigate to Service Request Business Component > Business Component User Properties - Create a new ‘Substitution Field’ record (e.g. Substitution Field 17) with a ‘value’ that is the same as the name as your calculated field (e.g. TLM Survey Link). 3) Re-compile your SRF to reflect the changes you have made. 4) Create an HTML document (using a HTML Editor of your choice) that will reflect the information you wish to appear in the email (e.g. Text and Field Substitution) Example:<html> <head> </head> <body> Please complete this [TLM Survey Link] </body> </html> - Save the document with an HTM prefix (i.e. survey.htm) continued ....
Message 2
...continued 5) Login to the Siebel Application (i.e. Call Center) and perform the following:Navigate to Site Map > Communications Administration > All Templates and create a new Advanced Template. The Advanced Template should have the following parameters set :- Delivery Profile = <Profile created by yourself> - Recipient Group = Service Request - HTML Template = Enabled 6) Click on the “Template Items” Tab and create a new template by clicking on “Attachment Name” and selecting the HTM file (i.e. survey.htm) that you just created. Please ensure in the bottom applet (Template Item) you have both ‘Substitute Values’ and ‘Message Body’ selected/enabled.
You should also be able to confirm that the Substitution field you created (TLM Survey Link) is available from the ‘Available Substitutions’ field. 7) You then need to configure the application to send the email template after a Service Request has been closed. The steps above are a general guide on how to implement a hyperlink (constructed from a calculated field) into an email. Please use this information in order to help you achieve/resolve your current requirement. Please do not hesitate to contact me if you require further assistance.
Status MODERATED
Applies to:
Product Release: V7 (Enterprise) Version: 7.5.2.214 [16066] Database: Microsoft SQL Server 2000 SP3 Application Server OS: Microsoft Windows 2000 Advanced Server SP 3 Database Server OS: Microsoft Windows 2000 Advanced Server SP 3 This document was previously published as Siebel SR 38-1096700311.
Symptoms
Good Day, We want to send a survey via email once an SR has been closed. The email template requires a hyperlink to the client's web page with additional parameters needed. I have created a calculated field named TLM Survey Link' in the Service Request Business Component with calculated value= "http://<WebSrever>/SurveyForm/survey.asp?info="+[SR Number]+"|"+[TLM WCV Owner First Name]+" "+[TLM WCV Owner Last Name]+"|"+[Closed Date]+"|"+[Product Id]+"|PH|"+[Contact Full Name]+"|"+[Owner Email Addr] The issue I'm encountering right now is how to implement this link as a hyperlink in the Template Text in Communications Administration > All Templates. What do I need to do to achieve the same output as the HTML below: <html> <head> </head> <body> Please complete this <a href="http://<Web Server>/SurveyForm/survey.asp?info=1-103610|1-A7D|PH|Lego time| [email protected]"> survey</a> </body> </html> Cheers.
Solution Message 1
For the benefit of other readers. Listed below are the steps required in order to implement a hyperlink (constructed from a calculated field) into an email. 1) Within Siebel Tools, edit the calculated field (TLM Survey Link) in the Service Request Business Component to include the HTML tags as well as the Substitution Fields. “<A HREF='http://<web server>/SurveyForm/survey.asp?info="+[SR Number]+"|"+[TLM WCV Owner First Name]+" "+[TLM WCV Owner Last Name]+"|"+[Closed Date]+"|"+[Product Id]+"| PH|"+[Contact Full Name]+"|"+[Owner Email Addr]’> Survey </A>” 2) Within Siebel Tools, navigate to Service Request Business Component > Business Component User Properties - Create a new ‘Substitution Field’ record (e.g. Substitution Field 17) with a ‘value’ that is the same as the name as your calculated field (e.g. TLM Survey Link). 3) Re-compile your SRF to reflect the changes you have made. 4) Create an HTML document (using a HTML Editor of your choice) that will reflect the information you wish to appear in the email (e.g. Text and Field Substitution) Example:<html> <head> </head> <body> Please complete this [TLM Survey Link] </body> </html> - Save the document with an HTM prefix (i.e. survey.htm) continued ....
Message 2
...continued 5) Login to the Siebel Application (i.e. Call Center) and perform the following:Navigate to Site Map > Communications Administration > All Templates and create a new Advanced Template. The Advanced Template should have the following parameters set :- Delivery Profile = <Profile created by yourself> - Recipient Group = Service Request - HTML Template = Enabled 6) Click on the “Template Items” Tab and create a new template by clicking on “Attachment Name” and selecting the HTM file (i.e. survey.htm) that you just created. Please ensure in the bottom applet (Template Item) you have both ‘Substitute Values’ and ‘Message Body’ selected/enabled.
You should also be able to confirm that the Substitution field you created (TLM Survey Link) is available from the ‘Available Substitutions’ field. 7) You then need to configure the application to send the email template after a Service Request has been closed. The steps above are a general guide on how to implement a hyperlink (constructed from a calculated field) into an email. Please use this information in order to help you achieve/resolve your current requirement. Please do not hesitate to contact me if you require further assistance.
