How to Create and Insert Field Codes

Using Field Codes includes:

• Creating Field Codes
• Inserting Field Codes into a Standard Response

Creating and Editing Field Codes

On the Field Codes tab, you can either click the New (plus sign) icon or select a field code and click the Edit (gear) icon. The Field Code window appears:

Field Code

Notes:

• A detailed discussion of variables in eServices Manager is available.
• The Text field must conform to the rules described in Using Formulas in Field Codes.
• Click the Validate (ABC with checkmark) icon to verify that the field code is well-formed (that is, that it has no typographical errors, missing parentheses, and so on).

[+] You can create or edit custom variables.

• Click the Edit Custom Variables (page with plus sign) icon. The Custom Variable dialog box appears. As usual, click the New icon or select a variable and click Edit.
• Names must consist only of alphanumeric characters or underscores.
• A default value is mandatory.

For detailed help constructing Field Codes, see Using Formulas in Field Codes.

For examples showing the use of a custom variable and of a complex Field Code, see Field Code Examples

Inserting Field Codes into a Standard Response

To insert Field Codes:

1. Select a Standard Response from the Category Tree or else create a new Standard Response.

You can insert Field codes in two ways:

• Plain text version:
  1. Click in the plain text area. A table of field codes displays to the right (if you click elsewhere the table disappears).
  2. Drag and drop the field code from the table into the standard response.
• HTML version:
  1. Move the cursor to the right to make the field code table display.
  2. Double-click a field code to insert it in the standard response.

1. Click Insert Field Code to display a list of all the available field codes.
2. Select a field code and click OK to insert it, together with its required delimiters (<$ $>), into the Standard Response.
3. Click Check Field Codes to see the standard response with the Field Codes rendered, showing the default values for each Field Code.