Create History Wizard Properties
Display Property Page
The Display Property Page value allows you to choose when to display the Create Outreach History wizard’s set properties window. Select one of the following options.
| • | Wizard Startup – Displays the Set Properties window the first time you access the wizard until you end the wizard session or log off the client. |
| • | Never – Does not display the Set Properties window as part of the wizard workflow. If Never is selected and you want to open the Set Properties window, point to the wizard’s toolbar button, right-click, and then click Properties on the shortcut menu. |
You can change certain system settings and defaults for the Create Outreach History wizard by using the Set Properties window. The Create Outreach History wizard allows the following properties to be set.
Depending on the value selected in Display Property Page, defaults may appear as the first step of the wizard. Property values that are changed in the first step of a wizard are retained only until the right-click method is used to set properties.
Behavior
You may configure properties to control the actions that can be taken with the wizard.
Miscellaneous Behavior
Under Miscellaneous Behavior, you can select the Create Outreach Information check box if you want to be able to create outreach information for a user when using this wizard.
Defaults
You may set defaults to customize your use of the wizard.
General Preferences
Under General Preferences, you may preset history settings to use when creating the history record.
| • | Status – Choose from the drop-down menu to select the history status of the item for the user. You can choose from SELECT, REJECT, or UNSELECT. The default selection is SELECT. |
| • | Repeat – This setting indicates if items selected from the interest profile can be selected again at a later date. By default, this check box is cleared. |
| • | Interval Days – This setting specifies the number of days that must elapse before the item can be selected again for the same user. The default value is 365. |
Helpers
On the Helpers tab, you can select the helpers that you want to appear when creating a history record. Click a specific helper button to display the helper properties that you can configure. If the helper name does not appear as a button, the helper does not have properties that can be configured.
| • | Register New User Helper |
| • | Item Search Helper |
| • | User Search Helper |
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