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6-7
Template Design Guide Using InfoMaker for Cisco ICM/IPCC Enterprise & Hosted Editions, Release 7.0(0)
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.
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.
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:
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.
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 (ICM Templates | IPCC Templates), use the following prefixes:
Webview (ICM Templates | IPCC Templates), use the following prefixes:
For templates that can be used to
report only on ICM with IPCC
Enterprise configurations:
report only on ICM with IPCC
Enterprise configurations:
ipcc_template-name_custom
For templates that can be used to
report only on ICM legacy ACD
configurations:
report only on ICM legacy ACD
configurations:
olds_template-name_custom
For templates that can be used to
report on both ICM with IPCC
Enterprise and ICM with legacy
ACD configurations:
report on both ICM with IPCC
Enterprise and ICM with legacy
ACD configurations:
both_template-name_custom
or use no prefix
template-name_custom