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Version: 2.13.X

Creating View Templates

View templates duplicate existing views with their existing widgets and certain settings intact. Authorized users can use these presets to create their own views, and should expect view templates to retain the following:

  • The name of the view template.
  • Widgets used in the view template, including:
    • The layout.
    • Any custom names set for the widgets.
    • Any filters/searches applied for certain widgets (Notifications, Notifications Explorer, Collections, etc.).

Assumptions​

This guide assumes the users utilizing view templates have the following permissions:

  • Read permissions for Workstation: Views –
  • Write permissions for Workstation: Templates Views –

Creating View Templates​

Assuming a view has already been constructed with the desired widgets, names, layouts, and applied filters, it is possible to create a template from it.

To create a view template:

  1. At the top navigation bar of Workstation, click Home.
  2. From the Workstation home page, locate the view to be used for template creation.
  3. At the top right of the widget, click the More menu (⋮). A submenu opens.
  4. Click the Create a View Template button.
  5. Confirm or enter the desired name for the view template.
  6. Optionally, enter a description to provide important details about the view.
  7. Click Ok to save the view template, or Cancel to discard the changes.

Deleting View Templates​

If a view template was created by mistake or is no longer needed, it is possible to delete it.

To delete a view templates:

  1. On the Home page, in the left side drawer, click Manage View Templates. The Manage View Template UI opens.
  2. Locate the view template to be deleted.
  3. On the upper-right side of the template, click the More menu (⋮). A submenu opens.
  4. Select Delete.
  5. Click Ok in the confirmation dialogue that appears, or Cancel to stop the deletion.
warning

It is not possible to edit view templates. When a template should be changed make adjustments to the original view, re-save the updated template, and optionally delete the old template.

Creating Views from View Templates​

Create, work with, and edit new views from view templates. Users can also add widgets to a view template as needed without changing the template for other users.

To create a view from a view template:

  1. From the Home page in the left side drawer, click Manage View Templates. The Manage View Template UI opens.
  2. Locate the view template to use in view creation.
  3. On the bottom right side of the view template, click the launch icon. A modal pop up opens.
  4. Enter a desired name for the new view.
  5. Click Ok to create the view, or Cancel to discard the changes.