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Send Criteria

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From the New T-Comm Template, View T-Comm Template and Copy T-Comm Template tabs, you can add Send Criteria to limit T-Comm sending to only those data records with matching properties. For example, you can limit the sending of a T-Comm template to only Computer records with the Migration Status equal to Migrated. To add send criteria to a T-Comm template:

  1. Select the Advanced method from the Send Method radio button
  2. Click the Add Send Criteria button to add one or more send criteria

    1. Data Type – Select the data type of each send criteria (e.g. Computer)
    2. Data Column – Select the data column of the selected data type (e.g. Migration Status)
    3. Operator – Select the operator (Equal or Not Equal) of each send criteria
    4. Value – Select one or more values to apply the operator to the data column (e.g. Migrated, Not Migrated)
    5. Delete – Delete a send criteria
    6. Add Send Criteria – Add new rows for additional send criteria
  3. Click the Create button when finished to create the T-Comm template or click the Update button to save your changes. Click the Cancel button to cancel the operation.