Adding marketing object references to forms or grid rows

Forms and grids can contain columns that hold references to marketing objects. HCL® Marketing Operations makes it easy to find the specific marketing object to reference in such a column.

Procedure

Go to a form or a grid that contains a field or column to hold a marketing object reference.
If the marketing object reference field is on a form, switch to the Edit tab.
In the Marketing Object reference field, click Select.
For a grid, take one of the following actions:
- To add a row: switch to Edit mode and click the Add Row icon. Then, double-click the Marketing Object column cell.
- To edit an existing row: switch to Edit mode, then double-click the Marketing Object column cell.
A dialog box appears for the Marketing Object search.
Choose one of the tabs.
- To do a simple search for a marketing object: In the Search tab, enter search criteria. The system searches all of the marketing object attributes to match your criteria. All attributes are searched except for attributes of linked marketing objects.
- To use a predefined search for a marketing object: In the Browse tab, select a predefined saved search.
The system returns the results of your search.
Select a marketing object and click one of the available options.
- To accept the selected object and close the dialog box, click Accept and Close.
- To accept the selected object and continue selecting objects, click Accept.
- To close the dialog without choosing the selected object, click Close.

Results

The marketing object that you selected appears in the marketing object reference field. If you selected more than one object, and the field accepts multiple marketing objects, then all the objects you selected are listed.

What to do next

Note the following behaviors.

For simple searches, attributes of linked marketing objects are not searched.
Fields that hold marketing object references can be set up so they are limited to holding one particular type of marketing object, such as Offer Letters. In this case, the Browse tab contains only those saved searches that apply to that particular marketing object type.