Back Forward Correspondence form
Completing the Prompts tab

 About Correspondence rules

Complete this optional tab to cause your application to present a prompt form to users when they create an item of correspondence based on this rule. Prompting works in conjunction with the standard flow action Work-.Notify.

For an example, review the standard correspondence rule Work-.PromptSample.Email, which references the HTML rule Data-Corr-Email.SamplePrompt to collect user input for a duplicate work ID.

Optionally, specify a Word template rule to define Microsoft Word templates for this correspondence rule.

Field

Description
Prompts Array
Prompt HTML

SmartPromptOptional. Identify the Stream Name key part of an HTML rule that presents a request for input parameters to a user when correspondence based on this rule is generated.

The system uses the Correspondence Class value of the Correspondence Type, the final key part of this rule, as the first key part of the HTML rule, for example:

  • Data-Corr-Email if the Correspondence Type is Email
  • Data-Corr-Letter if the Correspondence Type is Mail
  • Data-Corr-Fax if the Correspondence Type is Fax
Validation

SmartPromptOptional. Identify a validation rule to be applied to inputs received from a user when correspondence based on this rule is generated.

The system uses the Correspondence Class value of the Correspondence Type (final key part of this rule) as the first key part of the HTML rule, for example:

  • Data-Corr-Email if the Correspondence Type is Email
  • Data-Corr-Letter if the Correspondence Type is Mail
  • Data-Corr-Fax if the Correspondence Type is Fax

Review the standard validation rule Data-Corr-Email.PromptSample for an example of such a validation rule.
Templates  
Word Template

SmartPromptOptional. Select a Word template rule (Rule-Template-Word rule type) to apply to this correspondence.

Top Level  
Top-level correspondence rule?

Select to indicate that this correspondence rule to appear in selection lists of available correspondence rules visible from the Work-.Notify flow action.

Leave cleared when this correspondence rule is designed to produce only a portion of an outgoing correspondence item, such as a header, signature, or partial body.

zzz About Correspondence rules