Create Multiple Template Based Views

This task describes how to define multiple template-based views.

1. Prerequisites

   If you want to base your views on a new template, create the template first. For details, see Create a Template.

2. Define New Template Based Views

   You define new template based views using the Template-based View wizard. Click New and select Template Based View.

3. Select a Template

   On the Select Template page of the wizard, select a template on which to base your views. For details, see Select Template Page.

4. Select the Methods for Adding Parameter Values and Naming Views

   On the Import Parameter Values page of the wizard, select the method for adding the parameter values. Also, if you want to use the Advanced Naming feature, select the check box on this page. For details, see Import Parameter Values Page.

5. Set Parameters

   On the Enter Parameters page, enter the parameter values for the view. If you selected to import the parameter values from a CSV file, they are automatically entered in the table. You can edit the view names and parameter values manually on this page. You can also add new views to the table or delete views from the table. For details, see Enter Parameters Page.

6. Select the Location for Saving the Views

   On the Select Location page, select the location in the view tree in which to save the new views. For details, see Select Location for Views Page.

7. Save the Views

   On the Summary page, review the details of the views you created. If there are no further changes, click Save to save the views in the selected location.

8. Set Permissions

   Apply viewing and editing permissions to users and user groups for each view created. 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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