Using the Token Builder

Some tokens can never be evaluated in the default format. In these cases, you must use the explicit entity format to set the context, such as:

[PREFIX="<entity name>".<TOKEN_NAME>]

Token Builder generates tokens in the explicit entity format by providing a list of possible entity name values. When such a list is available, the Context Value field at the bottom of the Token Builder is enabled. You can either type in the field to reduce the list, or click the auto-complete icon to open the Validate window. For more information, see . The selected value is inserted into the token in the Token field to generate an explicit entity token.

For example, you need to reference the email address for jsmith. The token to specify this reference is:

[USR="jsmith".EMAIL_ADDRESS]

To configure the token [USR="jsmith".EMAIL_ADDRESS] in the Token Builder window:

1. Log on to PPM.

2. From the menu bar, select Open > Administration > Open Workbench.

   The PPM Workbench opens.

3. From the shortcut bar, select Demand Mgmt > Request Types.

   The Request Types Workbench opens.

4. Open a new or existing request type.

   The Request Type window opens.

5. Click the Commands tab.

6. Click New Cmd.

   The Commands window opens.

7. Click Tokens.

   The Token Builder window opens.

8. Select the User folder.

   Available tokens are listed in the right pane, and the Context Value field is available at the bottom of the window The Token field displays the string: [USR].

9. Click the auto-complete icon in the Context Value field.

   A Validate window opens.

10. In the list of users, scroll down to and select jsmith.

11. Click OK.

    The Token field displays the string: [USR="jsmith"].

12. In the Tokens column, select EMAIL_ADDRESS.

    The Token field displays the string: [USR="jsmith".EMAIL_ADDRESS].Because this is the complete token, the Token field is enabled.

13. Copy the text in the Token field, and then paste it into another field.