As multiple letterheads can be mapped to the same communication definition, criteria rules constructed using the established Advanced Statement Builder (or more complex algorithms executed through a SQL subroutine) can be used to determine which specific letterhead variant should be employed in each instance.
The procedure to define the selection criteria for a conditional letterhead is as follows:
- Navigate to Quick Menu > Communication Engine > Configuration > Communication Definitions. The Communication Definitions window is displayed.
- Expand a module and linked entity from the alphabetical list and select an associated communication definition, or type its name into the Search Communications field. By default the list is filtered to show Current communication definitions. An alternative filter can be applied using the Filter by drop-down field: Expired, Future or All combinations
1.
- Click on Conditional Letterheads. The Conditional Letterheads tab is activated, revealing a list of all custom letterhead variants, as displayed in the corresponding Letterhead Details summary table.
- Highlight a row matching the specific variant for which selection criteria is warranted.
- Click on New Condition. The Statement Builder window is displayed, ready to compile the logical expressions using the Add Function and Add Field options. This requisite step mirrors functionality covered separately in the topic Understanding the advanced statement builder.
- Click on Save. The statement algorithm is displayed in the Conditions summary table 2.
Note
1 The Search Communications field will match against any element of the communication description.
2 Where a condition is no longer required, highlight the corresponding entry in the grid and click on Remove Condition.
See related topics...
Communication definition management overview
To assign conditional letterheads to a communication definition
Understanding the advanced statement builder
