dspCompose
The Template Administrator can set a default data source and view at the template level for request role data to streamline the request entry process. When a user enters a request based on the template, these default values are saved in the request role data.
NOTE: To assign the data source and views for a template, the template must not be active or must be in Developer Mode. Refer to Modify an Active Template in Developer Mode for more information.
To set a default data source and view for a template:
- Click Team on Navigation pane.
- Click Templates for a team.
- Click Roles for a template.
- Click Vertical View for a Data ROLE ID .
- Click the Import Settings tab.
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Click Edit.
View the field descriptions for the Template (Role) page's Vertical View
-
Select a data source ID from the View Import Data Source ID Default list box.
NOTE:The View Import Data Source ID Default displays the data source used as the default value when using a view to import data for requests that use this template.
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Select a view from the View Import View Name Default list box.
NOTE:The View Import View Name Default displays the view used as the default value to import data for requests that use this template.
- Click Save.
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