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Test T-Comm Template

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From the T-Comm Templates page, you can test T-Comm templates. To test:

  1. Select a T-Comm template (row) to test
  2. Click the Test T-Comm Template button on the toolbar to bring up the Test T-Comm Template dialog

    1. The test button is grayed out unless a T-Comm template (row) is selected

    2. The test function is only available to users in the Administrator and Regular User security groups
  3. Click the Add Records button to add one or more data records and enter the properties to test the T-Comm template with

    1. Data Type Filter – Select a data type to filter the Link Records drop down
      1. Once a data type is selected the Link Records button will become available (ungrayed).
    2. Link Records – Select data records from the drop down to link to the T-Comm template
    3. Add Records – Add new rows for additional data records
    4. Override Recipient – Enter email address to override recipient of the T-Comm template (separate multiple recipients with a comma) (optional)
  4. Click the Send T-Comm button when finished to send the T-Comm template to the selected data records. Click the Close button to cancel the operation.

NOTE: Emails are built based on the selected data records and their assigned wave(s) or task(s). Emails are sent to the email address in the Email field on the selected data records or the linked User records. If no email address is found, no email is sent. Email addresses entered in the Override Recipient field supersede any email addresses on the selected data records or linked User records.