Defining View Templates

A View Template defines a collection of properties and statistics that can be included on the list pane or the details pane of the Supervisor Work Area. For further information about Object Sets and View Templates, see Basic View Administration Tasks Overview.

View Template additions, modifications, and deletions do not affect users until they close and re-open the Supervisor Work Area.

To modify the View Templates that are available for each type of contact center object:

  1. Log in to the Genesys Desktop. For further information, see Accessing the Supervisor Work Area.

  2. Display the View Templates window by selecting Supervisor > Settings > View Templates from the action bar. The next section includes detailed information about the View Templates window.

  3. Define the properties of the View Templates. For further information, see View Template Wizard.

You can also modify the available View Templates by using the View Template screens in the Object Set Wizard. For further information, see Object Set Wizard.

View Templates Window

Use the View Templates window to add, edit, delete, and modify View Templates. The initial configuration includes several example View Templates for each type of object. You can copy, edit, and delete the example View Templates.

For a detailed description of each example View Template, see Example Customer Views for a detailed description of each example View Template. (Note: Customer views are views of your contact center)

Settings and Buttons

View Templates Section

Object Type

Select the appropriate type of object from the drop-down list.

View Templates table

Displays the View Templates that are applicable to the selected object type.

Note: It is now possible to define View Templates that cover multiple object types. To view the object types covered by a given View Template, hover your mouse pointer over the corresponding entry. For further information, see View Template Wizard.

View Template

Name that uniquely identifies the View Template.

Display Name

Name that appears in the Supervisor Work Area views.

Description

Brief description of the View Template.

New

Click to create a new View Template. For further information, see View Template Wizard.

Copy

Click to copy an existing View Template. For further information, see View Template Wizard.

Edit

Click to edit an existing View Template. For further information, see View Template Wizard.

Delete

Click to delete one or more selected View Templates.

Window Buttons

Close

Click to close the View Templates window.