This article describes the Greeting formulas application that is used in the document management mail-merge letters.

Application description

In the Greeting formulas application you can enter new greeting and closing formulas used when corresponding with people. The application consists of a query pane and a work pane.

Query pane

In the query pane, you can enter search criteria and finally find the corresponding greeting formula through the action [Refresh]. The search results are displayed in the work pane.

Available search criteria:

• Salutation – a drop-down list with values defined in the Salutations application
• Title – a drop-down list with values defined in the Titles application
• Context – additional description
• Greeting formula – expression defined as a welcome greeting used in correspondence
• Valediction formula – expression defined as closing formula used in correspondence

 Work pane

The work pane consists of a line item table and a line item editor.

Work pane – line item table

The table lists only the line items that meet the search criteria entered in the query pane. The tables is composed of the following columns:

• Salutation – a drop-down list with values defined in the Salutations application
• Title – a drop-down list with values defined in the Titles application
• Context – additional description
• Greeting formula – expression defined as a welcome greeting used in correspondence
• Valediction formula – expression defined as closing formula used in correspondence

Work pane – line item editor

In the line item editor you can add new formulas using the following options:

[Add] – creates a new formula

[Duplicate] – duplicates an existing record as editable

Fields available in the line item editor:

• Salutation – (mandatory field) a drop-down list with values defined in the Salutations application
• Title – (mandatory field) a drop-down list with values defined in the Titles application
• Context – you can enter a combination of up to 32 characters (digits, letters or a combination of both)
• Greeting formula – expression defined as a welcome greeting used in correspondence
• Valediction formula – expression defined as closing formula used in correspondence

Authorizations

Authorizations can be assigned by means of authorization roles as well as by assigning an organization.