The View Profile Template Wizard is launched from the Object Set Wizard or the View Profile Templates window.
View Profile Template additions, modifications, and deletions do not affect users until they close and re-open the Supervisor Work Area.
For a general introduction to View Profile Templates, see Administration Tasks Overview.
Use the Name and Description screen to first define the following properties of a View Profile Template:
Name
Description
Settings |
|
Name |
Enter a name that uniquely identifies the View Profile Template. |
Description |
Enter a brief description of the View Profile Template. |
Window Buttons |
|
Next |
Click to go to the next screen of the View Profile Template Wizard. |
Cancel |
Click to close the View Profile Template Wizard without saving your changes. |
Use the Object Types screen to select the object types that will be enabled within the current View Profile Template.
Available Object Types Section |
|
Available Object Types table |
Displays the Object Sets that can be added to a View Profile Template. |
Enabled |
Click to enable an existing Object Set. |
Window Buttons |
|
Back |
Click to go back to the previous screen of the View Profile Template Wizard. |
Next |
Click to go to the next screen of the View Profile Template Wizard. |
Cancel |
Click to close the View Profile Template Wizard without saving your changes. Note: Clicking Cancel does not reverse changes made to the Available Object Sets table. |
Use the Custom Hierarchy screen to define the custom hierarchy groups for the current View Profile Template.
The Hierarchy Customization feature enables you to include additional entries in the Supervisor Hierarchy drop-down menu by pointing to external web pages. External web pages open directly in the Supervisor Work Area. Both primary menu items and sub-menu items are supported.
Use custom-view profiles to see your own subsets of the primary level menu items. Refer to Genesys Desktop 7.6.1 Developer's Guide for more information.
Object Types Section |
|
Object Types table |
Displays the Object Sets that can be added to a View Profile Template. |
Enabled |
Click to enable an existing Object Set. |
Window Buttons |
|
Back |
Click to go back to the previous screen of the View Profile Template Wizard. |
Finish |
Click to save your changes to the View Profile Template and close the View Profile Template Wizard. Note: View Profile Template additions, modifications, and deletions will not affect users who are already logged in. These users will receive the updated views when they log off and log back in at a later time. |
Cancel |
Click to close the View Profile Template Wizard without saving your changes. Note: Clicking Cancel does not reverse changes made to the Available Object Sets table. |