Token management screens overview
Tokens can be managed and created in the Tokens page which is found by opening the main menu, selecting Templates, and Tokens.
Token list
Creating a New Token
Clicking NEW + button on the token list screen opens up new Token Settings tab:
Token Settings
Enter unique token name (case sensitive), detailed description and default value for the token (used for initial validation of the Template). Once new token is saved, the Values tab becomes accessible. It allows you to assign values for the token for one ore more sources. To add a value click NEW + button
Token Values tab
Updating Token Value
Token values are managed by clicking on Token Value column:
Token Value dialog
Token values can also be managed from the Source Settings Tab:
Clicking on Token Name hyperlink opens up Token Value dialog.
Note: when token value is changed for the source, the system re-evaluates and validates all Rule and Relation Templates using this token that are applied to the Source. If validation is successful, all Relations and Rules for the Source using token are updated, otherwise the system will display error message with validation failure details
Updated