Dynamic distibution list (DDL) creation templates help administrators in standardizing the DDL creation process. In the template, you can save the standard or predefined values for the desired attributes. When the template is used while creating a dynamic distribution group, all the attributes of the group will be automatically updated with the values specified in the template. This saves a lot of time and effort unnecessarily spent in updating the attributes of each DDL individually.
These templates also offer an option to define conditions for the membership criteria of the group. While defining the conditions, you can use attributes such as department, title, description, city, etc., to select the members.
The template structure consists of tabs (viz. general, filters, Exchange) and each tab includes a group of relevant fields. It also offers an easy-to-use drag-n-drop option which allows you to customize the template layout as per the organizational needs, or based on the help desk technician or the delegate to whom the template will be assigned. Using the customization option, you can:
Steps to create a new dynamic distribution group creation template
Click the Management tab.
Go to Group Management and click the Group Creation Templates link located under the Dynamic Distribution Group Template section.
Click the create new template link. You will now be in the dynamic distribution group creation template page.
Enter the desired name and description for the template.
Select the domain in which this template will be used.
Click Enable Drag-n-Drop to customize the template structure, by dragging and dropping the required fields from the field tray to the relevant tab.
To customize the template (add or remove a tabs/field from the template, enter a value for a field, to make a tab/field silently active, etc.), follow these instructions:
When the 'Drag-n-Drop' option is enabled, you can see two components or panes. The pane on the left has all the default tabs and all their corresponding fields. This pane is called the 'Field Tray'. The fields can be dragged and dropped to the required tabs in the template or unwanted fields can be moved back to the field tray from the template.
Using the silently active option, it is possible to hide a tab or a field without actually deleting it.
When this option is enabled, the respective tab or field and also the values in the tab will not be displayed during the dynamic distribution group creation process but will actually be used while creating the group.
This option is useful in cases where the administrator would like give values to the attributes in the tab but would not like the person creating the group to know the values being provided.
This option can be selected by clicking the '-' symbol which is displayed, beside the delete option, when the mouse is positioned over or near the tab name.
A field group contains a group of related attributes placed under one common head.
A new field group can be added using the Add Group' option that is placed inside the tab on the top right corner.
Similar to the tab, a field group or any field that is placed in a field group can be made 'silently active'.
This option makes is possible to drag and drop the required field or attribute in the required tab.
Click on the tab in which you would like to add a new field. Then, drag and drop the required field from the field tray to the required field group inside the tab.
While moving the field/attribute, there will be a box that will be displayed automatically inside the field group where you move the field to, you can drop the required field inside this box in the required position.
Making a field a Mandatory or Read Only