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• Assign Default Data Source and Views

Assign Default Data Source and Views

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:

1. Click Team on Navigation pane.

2. Click Templates for a team.

3. Click Roles for a template.

4. Click Vertical View for a Data ROLE ID .

5. Click the Import Settings tab.

6. Click Edit.

   View the field descriptions for the Template (Role) page’s Vertical View

7. 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.

8. 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.

9. Click Save.