Create a Template

This task describes how to define a new template.

1. Open a New Template in the Pattern View Editor

   Click New and select Template. In the New Template dialog box, select the base TQL query on which your new template is based, or select Create new query to build a new TQL query. For details, see New Pattern View/Template/Perspective Dialog Box.

2. Add Query Nodes and Relationships to a TQL Query

   Add the query nodes and relationships that define the query. For details on how to add query nodes and relationships to a TQL query, see Add Query Nodes and Relationships to a TQL Query.

   Note If you are starting with a blank template, you must add at least one query node in order to save your template.

3. Set Parameter Values

   Right-click a query node or relationship in the TQL query and select Query Node Properties. In the Attributes tab, add an attribute with a parameterized value. For details, see Query Node/Relationship Properties Dialog Box.

   Note If you do not set any parameters, when you try to save your template, you must save it as a pattern view.

4. Set the Template Hierarchy

   Set the hierarchy for the template by moving the required query nodes in the Hierarchy pane. For details, see Setting the View Hierarchy.

   When you are finished, click Save to save the template.

5. Set the Template Properties

   Set the template properties, such as the priority and the default layout for the template in the View Definition Properties dialog box. For details, see Query/View Definition Properties Dialog Box.

6. Define the Report Settings - Optional

   Select the Report tab in the Pattern View Editor. Select the attributes you want to include in the report for each query node of the view. You can also set the order of the report columns, set the sort order of each column, and add a chart. For details, see Define Report Settings.

7. Set Permissions

   Apply viewing and editing permissions to users and user groups for the new template. You set permissions in Administration > Users > Users, Groups, and Roles. Create or edit a role with the appropriate permissions, and assign it to users or groups. For details, see "Users, Groups, and Roles" in the Platform Administration.

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