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The Standard interface provides power to edit display fields while hiding much of the complexity of template editing. See the advanced interface for full access to a form template.
A template targets at least three different output modes so, of necessity, there need to be three different definitions for how each field is handled. These definitions are often highly similar but need not be. The three targets are:
- the data entry form
- the email message(s) sent out
- a text form for email as a backup (mail_to link for direct email client send)
Also, a format conversion is needed for messages sent to email-to-texting (instant messaging) gateways but that conversion is handled internally by code and is not editable.
Right click image and select "Open in new window" to view full size (under Windows)
Standard interface opening screen
The Standard Interface opens with each displayable field on a line.
You can move the field up or down. You can edit or delete the field though care should be taken since some fields are used in searching. If the field is deleted, a search cannot find the record using that key as a search term even if an equivalent field with a different name is defined.
The Discard all changes button undoes all changes made in the Standard or Advanced interface since the edit was entered. The Finished returns to the form manager and retains all the changes (if any) made. If you have no changes, it does not matter which of the two buttons you use to finish editing.
Right click image and select "Open in new window" to view full size (under Windows)
Standard interface field definition screen
Here we show the result of clicking the "edit" link for the "Header" field. The entry, SMTP (email send), and mail_to components of the Header definition are shown in each of 3 sections. Within each section, the HTML definition of the component is shown and below that in gray is a visualization of how the line is displayed.
Even if you do not know HTML, you should be able to pick out where the text, "While you were out" in this case, lies and edit that. The more HTML you know, the greater the control you have.
Click "Save this edit" to return to the Standard interface opening screen. If you made a mistake you can re-edit that specific field or Discard all Changes from the Standard interface opening screen. Also, as a more drastic measure, from the form manage screen, you can delete the entire template and re-clone from an original.
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