Maintenance Manual

Template Sets 21
 Object: From the dropdown, select an object. This is required information. The following options are
available.
 Customer Data
 Contact Point Data
 Activity Data
 Attribute: Select the attributes you want customers to provide values for at the time of login. This is
required information. The same attribute cannot be selected twice. The following options are available.
 For Customer Data: Full name
 For Contact Point Data: Email address, Phone number
 For Activity Data: Subject, Call Time
Phone number is a required attribute for callback and delayed callback activities. Call time is a required
attribute for delayed callback activities and should be selected only for templates configured for delayed
callback activities.
 Field Label: Type the name of the field to be presented on the login page. This is required information.
 Required: Select Yes to make a field mandatory.
 Primary Key: With this option you can decide which field is to be marked as the primary key. By
default the email address is set as the primary key. At least one attribute has to be set as the primary key,
and the attribute set as primary key should also be marked as required. Select Yes to make a field the
primary key.
 Data validation: Use this option to validate the information provided by customers in the login page.
Click the Assistance
button. In the Define Field Validations window that appears, provide the
following details.
 Maximum Length: Type the maximum number of characters the customer can enter in the field.
 Validate using regular expression: Provide the expression against which the information provided
by the customer is to be checked. For example, for phone number you can give an expression like,
^\s*\(?\s*\d{3}\s*\)?\s*[-.]?\s*\d{3}\s*[-.]?\s*\d{4}\s*$. And, for email you can use the expression
like, ^[0-9a-zA-Z\.\-\_]+\@[0-9a-zA-Z\.\-]+$ - this expression refers to the format X@Y. Z
([e-mail]).
 Message for data validation: Type the message you want to show to customers when the
information provided does not match the validation parameters set by you.
Click the OK button.
Define field validation properties
Important: The attribute Subject cannot be selected as the primary key.