Shared Email Templates
Outlook email templates with fillable text fields
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To add a text-entry field to your template, follow the steps below.
In your template, place the cursor where a text-entry field is needed, and then select the Insert macro button on the template editor toolbar.
Select What to enter (WTE).
The What to enter dialog will appear.
On the General tab, keep Text field selected. Then enter the field name and a default value.
If you switch to the Advanced tab, you can specify:
- What value to insert into your email message if the result returned by the macro is not empty.
- What value to insert into your email message if the result returned by the macro is empty.
- What regular expression the value that will be entered or selected via the macro dialog must match.
When you’re done, select OK.
In your template, a fillable text field shown with a WhatToEnter macro placeholder will appear. Select Save.
When you insert the template into an email message, a dialog will appear allowing you to enter new text or keep the default value. When you’re ready, select OK.
