Configure Blurb Categories

Abstract

Product: Workbench

Blurb Categories

Users can select blurbs to include in a document or email communication. If blurbs are to be selectable during the creation of a document or email, the blurbs must be assigned to a blurb category. To make a blurb selectable by the user during document or email creation, the setting Allow blurb selection during document/email creation? must be set to Yes.

Process

Add a Blurb Category

1. Select Tools → Settings → Blurb categories. The [Blurb categories administration] window opens.

2. Select Actions → Add new blurb category.

3. The Add new blurb category window pops up.

4. Insert the details of the blurb category, and select Save.

Translate a Blurb Category

1. Select Tools → Settings → Blurb categories → Translate blurb category. The [Translate blurb category] window pops up.

2. Select the locale by using the pull-down menu. The list refreshes and displays the blurb categories and any associated translations.

3. Enter or change the translated value for each blurb category. A base locale value is required.

4. Select Save, select Reset to saved to restore the last saved configuration, or select Cancel to close the window without saving any changes.

5. The translation confirmation window pops up. Select Close.

Edit a Blurb Category

1. Select Tools → Settings → Blurb Categories.

2. On the [Blurb categories administration] page, find the blurb category to change, and select the Edit icon in its row.

3. The Edit blurb category details window opens.

4. Edit the blurb category as needed, and select Save.