Mass Maintenance

Add a Data Source that Stores Views for Import

A request can be created based on a view stored in a data source. Refer to Import a View at the Request-Role Level for more information.

At the template-role level for the Data role, add data sources that store the views that can be imported for requests based on the template.

NOTE: Data sources cannot be set for the Review or Post role.

To set the data source:

  1. Select Team in the Navigation pane.
  2. Click Templates for a team.
  3. Click Roles for a template.
  4. Click Vertical View for the Data role.

    NOTE: A data source cannot be added for the Review or Post role.

  5. Click the Import Settings tab.
  6. Click the View Import Allowed check box to enable it.

    NOTE: If enabled, a view can be imported for a request based on this template if a data source has been added to the template role.

  7. Click the View Import Data Sources icon.

    NOTE: The number on this icon is the count of data sources that have been added to the template role.

  8. Click a DATA SOURCE NAME.

    NOTE: To select a contiguous range of records, hold down the Shift key and select the first and last records in the range. To select a noncontiguous range of records, hold down the Ctrl key and select each record.

  9. Click Add.

The ALLOWED check box is enabled for the selected data source, indicating that views stored in this data source can be imported to use as a basis for a request based on this template.