Cisco Cisco IPCC Web Option User Guide

Page of 138
 
Chapter 6      Maintaining Templates
How to Edit a Template
6-2
Template Design Guide Using InfoMaker for Cisco ICM/IPCC Enterprise & Hosted Editions, Release 7.0(0)
How to Edit a Template
You can edit any template to change its layout or SQL statement. 
As noted in Chapter 4, do not modify a Cisco-provided template unless you save 
it as a new (custom) template. If you modify a Cisco template and save it with the 
same name, that template is no longer supported.
If you change a Cisco template and forget to rename it before you save it, you can 
revert to the original Cisco template by running the PATCHPBL utility. See 
 for the procedure to do this.
If you intend to keep the modification as a custom template, be sure to rename it 
before you run PATCHPBL
To edit a template
Step 1
Set the current library file:
a.
From the InfoMaker main window, on the toolbar, click Sel Lib. The Select 
Library dialog box opens.
b.
Browse to and double-click the library you want to set as the current library. 
The Select Library dialog box closes.
Step 2
From the InfoMaker main window, on the toolbar, click Open. The Open dialog 
box opens, displaying the list of templates in the current library.
Step 3
Select the template you want to modify and click OK. The template opens in the 
Report Painter.
When prompted, enter retrieval arguments to display data, or click Cancel to open 
the template with no data.
Step 4
Make desired SQL Statement modifications.
There are two ways to open the SQL from the Report Painter:
From the Report Painter, click the SQL Data button.
From the Report Painter menu, select Design > Data Source.