Assign Route Package Template

To assign a Route Package Template to a user account or account template, you must create at least one Route Package Template prior to assigning a route to a user account or account template. For configuration details on managing and creating Route Package Templates, refer to Manage Route Package Templates.

  1. Select Accounts > User Accounts. The User Accounts page is displayed.
  2. Click the name of the account that you want to assign a route.
  3. The User Account Settings page is displayed with details for the selected account.
  4. Click the Routes tab for the selected account.
  5. Select the desired Route Package Template from the Route Package Template list.
  6. Click Assign Route.
  7. The Create Route Package page is displayed. You can navigate to the Edit Route Package Template page for the selected Route Package Template by clicking the Created From link.
  8. In the Route Name field, type the desired name of the route. The route name can contain 254 characters or less.
  9. Note You cannot use the following characters in the route name: * < > ? " / \ | :
  10. (Optional) Enter a Description.
  11. In the Inherited Settings pane:
    1. Select the check box for a Template Route and click Disable to disable an enabled inherited route.
    2. Select the check box for a Template Route and click Enable to enable a disabled inherited route.
    3. NoteThe inherited Execution Rule cannot be changed.
      NoteIf an inherited route is disabled in the Route Package Template, it cannot be enabled from the Inherited Settings pane. Also, inherited routes cannot be reordered or deleted from the Inherited Settings pane.
  12. In the Specific Settings pane:
    1. Determine the Execution Rule. Select either All Matching Routes (default) or First Matching Route.
    2. When All Matching Routes is selected, all matching Routes are executed. When First Matching Route is selected, only the first matching Route is executed.
    3. Click New Route.
    4. The New Route Entry page is displayed. For Route configuration information, refer to Manage Routes.
    5. You can also edit, enable, disable, reorder, and delete Routes in the Specific Settings pane. For information on enabling, disabling, reordering, or deleting Routes, refer to Manage Route Package Templates.
  13. In the Notifications pane:
  14. As a prerequisite the SMTP settings must be configured by navigating to Setup > Miscellaneous > SMTP Configuration in the Administration Tool. For additional SMTP configuration information, refer to refer to SMTP configuration. Additionally, in order to add email notifications the administrator must have access to Mail Templates, otherwise this selection is disabled. Mail Templates access is configurable through the Administrative role settings. For additional administrative role configuration information, refer to refer to Manage administrator accounts.
    1. Select Notify following e-mails on route failure to be notified on route failure and enter a notification email address, list of addresses, or expression in the field. For additional email configuration information, refer to SMTP configuration.
    2. Select the Mail Template from the menu to used for route failure notifications. For email template configuration information, refer to Mail templates.
    3. Select Notify following e-mails on route success to be notified on route success and enter a notification email address, list of addresses, or expression in the field. For additional email configuration information, refer to SMTP configuration.
    4. Select the Mail Template from the menu to used for route success notifications. For email template configuration information, refer to Mail templates.
    5. Select Notify following e-mails on route trigger to be notified on route trigger and enter a notification email address, mail relay, or SMTP port in the field. For additional email configuration information, refer to SMTP configuration.
    6. Select the Mail Template from the menu to used for route triggering notifications. For email template configuration information, refer to Mail templates.
  15. Click Save.

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