Build Address Book For Templates

Create and use Objects and connect them with your Templates.

15 min | 6 Tasks

Task 3 Create Object Records and Filters

  • Click on the “Address Book” in the top menu.
  • Click on the “Create Record” button in the top right-hand corner of your screen.
  • Fill in the first record with dummy information (e.g. John Doe, 52 Rainbow Road, Los Angeles, CA 90001, john@doe.com), check the “Active” checkbox, click Create and add another
  • Fill in the second record with dummy information (e.g. Jane Doe, 138 Midnight Street, Atlanta, GA 30304, jane@doe.com), check the “Active” checkbox, and click Create
  • Fill in the third record with dummy information (e.g. James Smith, 96 Field Square, Detroit, MI 48210, james@smith.com), don’t check the “Active” checkbox, and click Create
  • On the left side of the screen, in the Filter menu, click on “Show filters”, expand the “Active” property, and check the checkbox “Active”. 
  • Click on the small “+” button next to the “Select your filter” dropdown and fill in “Active only” in the Filter name field. Click Save.

Step-by-Step Guide

Step 1:Click on the “Address Book”

Click on the “Address Book” in the top menu.

 

Step 2: Click on the “Create Record”

Click on the “Create Record” button in the top right-hand corner of your screen.

 

Step 3: Fill in the records
Fill in the first record with dummy information (e.g. John Doe, 52 Rainbow Road, Los Angeles, CA 90001, john@doe.com), check the “Active” checkbox, click Create and add another.

You can copy the following data:

John Doe, 52 Rainbow Road, Los Angeles, CA 90001, john@doe.com

Jane Doe, 138 Midnight Street, Atlanta, GA 30304, jane@doe.com

James Smith, 96 Field Square, Detroit, MI 48210, james@smith.com

Fill in the second record with dummy information (e.g. Jane Doe, 138 Midnight Street, Atlanta, GA 30304, jane@doe.com), check the “Active” checkbox, and click Create.

Fill in the third record with dummy information (e.g. James Smith, 96 Field Square, Detroit, MI 48210, james@smith.com), don’t check the “Active” checkbox, and click Create.

Step 4: Check the checkbox “Active”

On the left side of the screen, in the Filter menu, click on “Show filters”, expand the “Active” property, and check the checkbox “Active”.

Step 5: Fill in “Active only” in the Filter name

Click on the small “+” button next to the “Select your filter” dropdown and fill in “Active only” in the Filter name field. Click Save.