Projects - Insert Token
Tokens or keywords act as shortcut references and
eliminate the need for you to type the entire token's
reference.
To insert a token do the following:
- Position the cursor where you wish to insert the token
then click on the "Insert" button.
- The Insert Into Message screen is displayed.
- Select the desired token then click the OK button.
Using tokens can be thought of as a time saving step. Instead
of typing the actual token reference, just select the token.
To exaggerate an example, if the manager of a project is
Robert William Wellington-Westernhouse, Jr., instead of
typing the name you may prefer to simply select the
#Manager:FirstName# #Manager:LastName# token. While the token
is displayed on screen, the actual name will be included in
the message.
The Insert Into Message Screen provides the list of
pre-defined tokens that are available for use.
The insert token feature is available in the
Action Selector Delivery tab and in the
General tab of the
Project Template
screen.
Introduction
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