+++ /dev/null
-<?xml version="1.0" encoding="utf-8"?>\r
-<chapter xml:id="shared-template" xmlns="http://docbook.org/ns/docbook" version="5.0" xml:lang="EN"\r
- xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xlink="http://www.w3.org/1999/xlink">\r
- <info>\r
- <title>Cloning Shared Templates</title>\r
- </info>\r
- <para> This chapter describes how\r
- to make local copies of shared templates for routine reports or as a starting point for\r
- customization. When creating a new template it is a good idea to review the shared templates\r
- first: even if the exact template you need does not exist it is often faster to modify an\r
- existing template than to build a brand new one. A Local System Administrator account is\r
- required to clone templates from the <guilabel>Shared Folders</guilabel> section and save them\r
- to <guilabel>My Folders</guilabel>. </para>\r
- <para>The steps below assume you have already created at least one <guilabel>Templates</guilabel>\r
- folder. If you haven’t done this, please see <xref linkend="folder"/>. </para>\r
-\r
- <procedure>\r
- <step>\r
- <para>Access the reports interface from the <guimenu>Admin (-)</guimenu> menu under <menuchoice>\r
- <guimenu>Local Administration</guimenu>\r
- <guimenuitem>Reports</guimenuitem>\r
- </menuchoice></para>\r
- </step>\r
-\r
- <step>\r
- <para>Under <guilabel>Shared Folders</guilabel> expand the\r
- <guilabel>Templates</guilabel> folder and the subfolder of the report you wish to clone. To expand the folders click on\r
- the grey arrow or folder icon. Do not click on the blue underlined hyperlink. </para>\r
- </step>\r
- <step>\r
- <para>Click on the subfolder.</para>\r
-</step>\r
- <step>\r
- <informalfigure>\r
- <para>Select the template you wish to clone. From the\r
- dropdown menu choose <guimenuitem>Clone selected templates</guimenuitem>, then click\r
- <guibutton>Submit</guibutton>. </para>\r
-\r
- <para>\r
- <mediaobject>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/shared-template-6.png"/>\r
- </imageobject>\r
- </mediaobject>\r
- </para>\r
- </informalfigure>\r
- <para>By default Evergreen only displays the first 10 items in any folder. To view all content, change the <guilabel>Limit output</guilabel> setting from <guimenuitem>10</guimenuitem> to <guimenuitem>All</guimenuitem>.</para> \r
- </step>\r
- <step>\r
- <informalfigure>\r
- <para>Choose the folder where you want to save the cloned template, then click\r
- <guibutton>Select Folder</guibutton>. Only template folders created with your\r
- account will be visible. If there are no folders to choose from please see <xref\r
- linkend="folder"/>.</para>\r
-\r
- <para>\r
- <mediaobject>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/shared-template-7.png"/>\r
- </imageobject>\r
- </mediaobject>\r
- </para>\r
- </informalfigure>\r
- </step>\r
-\r
-\r
- <step>\r
- <informalfigure>\r
- <para>The cloned template opens in the template editor. From here you may modify the\r
- template by adding, removing, or editing fields and filters as described in <xref\r
- linkend="create-template"/>. Template <guilabel>Name</guilabel> and\r
- <guilabel>Description</guilabel> can also be edited. When satisfied with your\r
- changes click <guibutton>Save</guibutton>.</para>\r
-\r
- <para>\r
- <mediaobject>\r
- <imageobject>\r
- <imagedata width="100%" scalefit="1" fileref="../media/shared-template-9.png"/>\r
- </imageobject>\r
- </mediaobject>\r
- </para>\r
- </informalfigure>\r
- </step>\r
- <step> \r
- <para>Click OK in the resulting confirmation windows.</para> \r
- </step>\r
- </procedure>\r
- <para>Once saved it is not possible to edit a template. To make changes, clone a template and change the clone.\r
- </para>\r
-\r
-</chapter>\r