User guide
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Chapter 7 Using Automation Setup Assistant
Subject: Enter the email subject. You can enter codes to automatically add specic
information to the email’s subject.
Body:
Enter the email’s main text. You can enter codes to automatically add specic
information to the email.
Insert Metadata Field:
Choose a metadata eld name from this pop-up menu to have
that eld’s data added to the email. The elds are added as text in square brackets at
the insertion point’s location in this pane. The actual eld’s data is substituted for that
text when the email is actually created and sent.
For example, you can add the “Required reviewers” metadata eld to the To entry (it
appears as [Required reviewers]). When the email is actually sent, all email addresses
added to the asset’s “Required reviewers” eld are automatically entered in the To entry.
Keep the following points in mind when using the Insert Metadata Field feature:
You can add metadata elds to the To, Subject, and Body entries of the email.
If the asset does not have any data for a metadata eld added to the email, the email
includes the bracketed eld name in the email in place of the data.
You can create custom metadata elds that appear in the Insert Metadata Field
pop-up menu—all you have to do is add them to a metadata group using the
Administration window. The metadata elds that appear in this list are those that
are part of metadata groups in the Custom Metadata category (in other words, any
groups that can be added to a metadata set).
In addition to choosing a metadata eld from this pop-up menu, you can manually
type the metadata eld’s name (enclosed in square brackets). Because these are
case-sensitive, be sure to exactly match the name of the metadata eld.