Cisco Cisco IP Contact Center Release 4.6.2 User Guide

4-3

Template Design Guide Using InfoMaker for Cisco ICM/IPCC Enterprise & Hosted Editions, Release 7.0(0)

Chapter 4 Creating Custom Templates Based on Existing Templates

Select the Report Category

When you find a template that approximates the information and the design you
want to appear in your custom template, select the report category library for that
‘model’ template as your working library in InfoMaker.

Table B-1 on page B-3

that shows the correspondence between the WebView

menu and the template library. It is important to work in the correct library. When
you save the finished template, it is saved to that library and appears under the
report category for that library in the WebView interface.

To select the working library

Step 1

From the InfoMaker toolbar, click Library.

Step 2

Locate the folder for the appropriate report category.

Step 3

Right-click the

ppb050.pbl

file in that folder and select Set as working library.

Open a Standard Template to Use as a Model

With the database connect established and the appropriate report category set as
your working library, the next step is to open the standard template you intend to
use as the model for your custom template.

To Open a Template

Step 1

Select File > Open from the InfoMaker menu.

Step 2

From the Open dialog box, highlight the template that you intend to model and
click OK.

Step 3

Enter retrieval values if you want to see data on the Report Painter, or click Cancel
to open the template with no data retrieved.

The template opens in the Report Painter.