Cisco Cisco IPCC Web Option Technical References
6-6
Template Design Guide Using InfoMaker for Cisco Unified ICM/Contact Center Enterprise & Hosted Editions, Release 8.0(1)
Chapter 6 Maintaining Templates
How to Name and Save a Template
How to Name and Save a Template
When you save a template, it saves within the current library file. This is the category in which it will
be displayed from WebView.
be displayed from WebView.
To save a report template:
Step 1
With the template displayed in the Report Painter, select File > Save As. The Save Report dialog box
opens.
opens.
Step 2
Enter a name for the new template. When naming a template:
•
You cannot use spaces.
•
Choose an intuitive name that describes the template’s basic attributes (for example:
AgentSkillGroup_Logout
). This will be helpful to the reporting users who select the template in
WebView.
•
Avoid choosing a name that could be overwritten by subsequent installations of WebView that might
include new Cisco templates. A simple work around to this is to append the word “custom” to the
name.
include new Cisco templates. A simple work around to this is to append the word “custom” to the
name.
•
If you want the template to display in the appropriate environment list in Webview (Unified
ICM/CCE Templates), use the following prefixes:
ICM/CCE Templates), use the following prefixes:
Note
Custom template names are truncated to the second underscore when they appear in the
WebView interface. For this reason, use the
WebView interface. For this reason, use the
ipcc_
,
olds_
, or
both_
prefix as indicated above,
then enter the template names without underscores (you can use hyphens), and then append
_custom
at the end.
For example:
ipcc_cc-agent-realtime_custom
.
Step 3
In the Comments field, enter a brief description of the template. This description will display below the
template name in WebView.
template name in WebView.
Step 4
Click OK.
Note
Saving a template deploys it (makes it visible from) WebView.
See
for methods for “hiding”
incomplete or untested templates from WebView.
For templates that can be used to
report only on Unified ICM with
CCE configurations:
report only on Unified ICM with
CCE configurations:
ipcc_template-name_custom
For templates that can be used to
report only on Unified ICM legacy
ACD configurations:
report only on Unified ICM legacy
ACD configurations:
olds_template-name_custom
For templates that can be used to
report on Unified ICM with CCE
and Unified ICM with legacy ACD
configurations:
report on Unified ICM with CCE
and Unified ICM with legacy ACD
configurations:
both_template-name_custom
or use no prefix
template-name_custom