Creating and Viewing Substitution Phrases

You can view permanent and temporary substitution phrases for variable-length fields, and you can create temporary substitution phrases during a record editing session. A permanent substitution phrase is defined and saved for use in any subsequent session. A temporary substitution phrase is defined and used for the current session only.

Viewing Substitution Phrases

To view the existing substitution phrases while editing a record:

  1. Right-click a variable-length field, and then choose Substitution phrases from the pop-up menu. The Substitution Phrases dialog box opens.
  2. Choose one of the following radio buttons to view the substitution phrases for the record type you are editing:
Permanent Displays permanent substitution phrases
Temporary Displays temporary substitution phrases, usually in a different color
Both Displays both permanent and temporary substitution phrases
  1. Choose Quit to return to record editing or select one of the phrases and choose Use to insert the phrase into the record.

Creating Temporary Substitution Phrases

You can create a maximum of 20 temporary substitution phrases in a session. The temporary phrases automatically are numbered, "%0", "%1", and so on. To create temporary substitution phrases:

  1. Right-click a variable-length field in the record you are editing, and then select Substitution phrases from the pop-up menu.
  2. In the Substitution Phrases dialog box, select either the Temporary or the Both radio button.
  3. Choose the Add button. A new line is added.
  4. Enter the value of the new temporary substitution phrase.
  5. Choose Quit to return to record editing or Use to insert the selected phrase into the record.

Creating Permanent Substitution Phrases

You can create a maximum of 150 permanent substitution phrases. To add or delete a permanent substitution phrase, use the Substitution Phrases option found in Admin Corner of the Administration Application.

To see changes to your permanent substitution phrases, you must restart the Sierra client.

See also:
Entering Substitution Phrases in Variable-Length Fields