Setting a Default Template in an Applet To Be Used With Send Email (F9)

Hey Guys,

Its been a while since my last post, apologies for the same. I have been trying to do too many things at the same time :P

While doing some extensive research on Siebel's f9 send email functionality, I came across this cool feature.

So if your business uses a common template to send out to its contacts from a specific applet, this feature could prove useful to you - saves you the effort of manually selecting the template.

Here is how you can add a Default Email Template to your applet.

Step 1: Query for the desired applet you want to set up the email template for.

Step 2: Goto View > Windows > Properties Window.

NOTE: If you are using Siebel versions prior to 8.x. You do not have to open the applet properties window. You should see it as part of the properties for the applet in OBLE.

Step 3: In the Mail Template property enter the Email template name exactly the way it appears in the Siebel Client.

Step 4: Compile and test - Now when you are on the just modified applet and hit F9, you should see the template pre-populated in the template selection dialog.

Note: Setting a default template for the Send Email command, as described above, overrides template visibility by channel. For example, if a template is specified as the default email template for Change Request applets, this same template will also be the default template for these applets for the fax channels (using the Send Fax command).

Cheers!