Multiple Assistants: Worked Example

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Issue

Partners or Brokers wish to include their Assistants Details in their Signature Configuration.

How do I configure this?

Solution

Below are the details of how to configure Multiple Assistants Field the below, we have assumed up to 3 Assistants, however more can be configured:

1. Create the Mappings Between Manager and Assistant:

A separate Mapping needs to be created for each assistant.

2. Create Fields for each Assistant:

Separate Fields need to be created for each mapping.

3. Add the fields to the Signature Configuration

Create the Mappings Between Manager and Assistant:

Create a New Formula Field:

Field Name: MappingAssistantManager1
Return Value: Email address of the First Assistant

In the below code:

Manager1's First Assistant is AsstName1
Manager2's First Assistant is AsstName2

Repeat the same Mapping for the Second and Third Assistants, changing the Return Value.

Below are the screen captures:

Create Fields for each Assistant

For this example, 2 fields need to be displayed for each Assistant:

Display Name
Email address

This requires 3 (assistants) * 2 (Fields) = 6 Fields

Display Name Field

Field Name: AssistantManager1DisplayName
AD Attribute: displayName
Lookup Key: MappingAssistantManager1
Return Value: Assistant Manager 1's Display Name

Email Address Field

Field Name: AssistantManager1Email
AD Attribute: mail
Lookup Key: MappingAssistantManager1
Return Value: Assistant Manager 1's Email

The same look ups need to be repeated for Assistant Manager 2 and Assistant Manager 3.
For each the Lookup key need to be changed to:

MappingAssistantManager2 - for Assistant Manager 2
MappingAssistantManager3 - for Assistant Manager 3

Add the fields to the Signature Configuration

Test by dragging the fields into a Signature Configuration

Issue

Solution

Create the Mappings Between Manager and Assistant:

Create Fields for each Assistant

Add the fields to the Signature Configuration

Verify Mapping and Data with a Test Message