Create External Report Template
External Report Templates set defaults values to be used when creating External Reports via Autosync.
For more information see Content Auto Synchronization
Prerequisites: an External Report that will define the fields defaulted when using the Autosync funtion to create/update External Reports.
1. Create a new Template
Edit the External Report that you want to use for the Template defaults
To create new External Report Template, go to [Content] > [Elements] and select External Report, settings you want to be used as a template for new External Reports:
- Select [template] icon
- Check [Create]
- Click [OK] to open the Template Editor
- Only the Template name and Description are editable
- All of other Template Defaults are copied from chosen External Report
1.1. Fields defaulted from External Report by tab
2. Updating an External Report Template
List of existing External Report Templates is available on [Admin] > [Reference Objects] > [Object Templates] > [External Report Templates].
The only fields available for change are:
- Template Enabled (or Disabled)
- Template name
3. Create new External Report from Template editor
Selecting [New External Report] will transfer you to the External Report Editor with the template defaults applied. All fields are open to change.
