Creating Action View Templates

To create a new action view template:

  1. Click the Action Views tab.
  2. Click New Action View Template.
  3. Specify a unique name for the action view template.
  4. Pick a dataview for the action view template to use. For information about restrictions on editing dataviews when they have been attached to an action view template, see Editing Dataviews.
  5. Define the action view template using the tabs:

  1. Click Save or, if you want to run the action view immediately, click Save and Run.
Note:

If you clone an action view template, any unsaved changes are saved to the new template, but are not saved back to the original template.