Cisco Cisco IP Contact Center Release 4.6.2 User Guide

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Chapter 4      Creating Custom Templates Based on Existing Templates
Overview of Creating a Custom Template Based on an Existing Template
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Template Design Guide Using InfoMaker for Cisco ICM/IPCC Enterprise & Hosted Editions, Release 7.0(0)
Overview of Creating a Custom Template Based on 
an Existing Template
It is easier to create a custom template that is based on an existing Cisco template 
than to create a new template “from scratch”. 
If a modified version of an existing template can meet your needs, then creating a 
custom template by ‘cloning’ an existing template offers these benefits:
The formatting and alignment are already in place.
The grouping and retrieval are done.
Some or most of the columns you need are present.
Other features, such as sorting, summaries, and computed columns, might 
already be there.
Check the Database Connection
Before you begin, make sure you are connected to the distributor Admin 
Workstation database.
To do this, from the InfoMaker toolbar, click DB Prof (Database Profiles).
The Profile Name for the database on the Cisco distributor Admin Workstation 
appears with a checkmark superimposed on it. See