How to Set Up Automatic Subject Formatting

This document describes how to set up subject autoformat rules in a template.

Open subject format settings

1. Open a template field.

2. Click the Set up subject format icon.

Configure subject autoformat

1. Enter the prefix text (minimum 3 characters).

2. Remove fields using the trash icon in the added fields list.

3. Use the search box to narrow the list.

4. Add fields by clicking their names in the available fields list.

5. Check the preview.

   • Field values are separated by a comma and a space.

6. Click the button in the form footer.

7. To remove autoformat, click the button in the form footer.

Save the template after you remove the autoformat.