Field data priority with department fields

Overview

Department fields add two more field priorities, and default field data across a department. With five levels of data available, we recommend picking only two or three of them when you set up your account.

When an email is sent, Opensense pulls each field’s data in this order:

1. Locked department fields
2. Locked fields in Compliance
3. The signature block
4. Unlocked department fields
5. Unlocked fields in Compliance

For the three levels without department fields, see Field data priority.

Add department fields locked

Department field data should be added locked. The only exception is a department-wide default that users can override with their own data. See the example.

Field data priority order

1. Locked department fields · The highest priority

2. Locked fields in Compliance

3. The signature block · As shown in the compose screen, or saved in email settings

4. Unlocked department fields

5. Unlocked fields in Compliance · The lowest priority

Example: setting up default data with unlocked department fields

In this example, the allusers_with_dep_fields department is set up with a default fax number. The goal is to show the default fax number for all users, except users who have a personal fax number. Personal fax numbers are locked in Compliance, or saved in the user’s signature block.

• If a user has fax: 555.555.5555 saved in their signature block, or locked in Compliance, their personal fax number shows.
• If no data is saved for their fax number, the default, unlocked department field fax shows.

What’s next

• Field data priority
• Department fields