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How to Create a Template Based View

This task describes how to define a single template based view.

  1. Prerequisites

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

  2. Define a New Template Based View

    You define a new template based view 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 view. For details, see Select Template Page.

  4. Select the Method for Adding Parameter Values

    On the Import Parameter Values page of the wizard, select the method for adding the parameter values. For details, see Import Parameter Values Page.

  5. Set Parameters

    On the Enter Parameters page, enter the parameter values for the view. For details, see Enter Parameters Page.

    Note You can also edit the parameters from within the Editor after creating the view, by selecting Show Parameters from the toolbar or the shortcut menu.

    When you are finished, click Finish to open the view in the Editor. Click Save to save the view.

  6. Set Permissions

    Apply viewing and editing permissions to users and user groups for that view. You set permissions in Managers > Security > Roles Manager. For details, see Roles Manager Page.

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