Cisco Cisco IPCC Web Option Technical References

Page of 112
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.
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.
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.
  •
If you want the template to display in the appropriate environment list in Webview (Unified 
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
 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.
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:
ipcc_template-name_custom
For templates that can be used to 
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:
both_template-name_custom
or use no prefix
template-name_custom