Creating Message Part Categories

Message parts are organized by category into a hierarchal folder structure. Follow these steps to create a Message Part Categories record:

  1. Open a new record from the Message Part Categories service.
  2. Enter a Name and Description for the message part category in the fields provided.
  3. If the new category is a sub-category, enter the name of the parent Message Part Categories record in the Parent field. 

    Message Part Categories Record 
  4. If you want this category to be visible to all users in the Messaging dialog's Select Part dialog, leave the Allow Everyone box checked. If you want to limit this category so that it only appears in the Select Part window for specific users and/or groups (this also applies to any related Message Parts). Follow these steps:
    1. Remove the check mark from the Allow Everyone box.
    2. Add the users and groups who should have access to this category under the Group Permissions and User Permissions tabs. Any user or group that has a sub-type record under one of these tabs will be able to see the category.
    3. Configure the category's availability settings. 
  5. If you want this category to be available system wide, select Global from the Availability drop-down menu.If you want to limit access to this category to a set of Message Sources, select MessageSource and define Message Source records on the Message Source tab.
    • When selecting a Message Part in the Messaging dialog, a part will only be available if its Availability is Global or if its Availability is MessageSource and the current message source is specified on the part record's Message Sources tab. Likewise, a part's category must be visible in the selection list (based on its Availability setting) in order to see the items in that category. In other words, if a part is available for a particular message source but its category is not, then the part will not be available for selection.
    • Also note that a user's ability to select a particular part in the Messaging dialog depends upon the part's availability as well as on the user's access permissions.

      The Read, Edit, and Delete check boxes on the permissions form are not reserved for future use.

  6. Save and close the record.
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