Shared Email Templates
Create custom input fields in templates
A custom input field is a placeholder in your template that is replaced with data you enter or select through a pop-up dialog when you insert the template into an email message. You can create custom input fields for text and numeric values, dropdown lists, date and time pickers, or values pulled from datasets. To create these fields, you need the WhatToEnter macro.
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Text field
A fillable text field.Dropdown list
A dropdown menu for selecting an item.Number
A fillable field for numbers.Currency
A fillable field for currency amounts.Percentage
A fillable field for percentage values.Date picker
A pop-up calendar.Time picker
A time picker control.