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Manage View Templates

Manage View Templates lets you set up view templates that are customized to different users.

Key Term:
  • Taxonomy: a taxonomy is a scheme of classification used for an organization’s products.
Description:
  • Easily customize the templates and hide certain portions as necessary.
  • Create templates as per user’s requirements.
  • Show the custom template to the authorized users.
  • Hide certain modules within the product. Even portions of property collections can be hidden from certain users.
Related topics:
Application:

  • Limit the access of a user to certain information.

  • Hide sensitive information.

  • Example:

    Let’s say the marketing team does not want to show the promotions to a supplier. So what they can do is to create a customized template that does not show promotions and assign it to a role for the supplier to use.

How-to: Manage View Templates

Easily manage who gets to see what, and here’s how to do it.


  1. Click the Gear icon to go to Settings.
../../../../../_images/viewtemplates_settings.PNG


  1. Click the Template Configuration button.
../../../../../_images/viewtemplates_templateconfig.PNG


  1. Click the “+” icon to create a new template. The left pane shows the default templates.
../../../../../_images/viewtemplates_create.PNG


  1. Enter the name for the template.
../../../../../_images/viewtemplates_entername.PNG


  1. Click the Eye icon to make the tab visible or hidden. In the image below, the default image is kept visible and the taxonomy is kept hidden.
../../../../../_images/viewtemplates_eyeicon.PNG


  1. Click the “+” icon to display a list of all property collections.
../../../../../_images/viewtemplates_viewpropcoll.PNG


  1. Select the appropriate property collections and click Save.
../../../../../_images/viewtemplates_save.PNG


  1. Click the Permissions Configuration button and select a role to which the template is to be assigned.
../../../../../_images/viewtemplates_permission.PNG


  1. Select the appropriate class from the list of classes then click the “+” icon to add a template. A green check mark indicates default template.
../../../../../_images/viewtemplates_selectclass.PNG


  1. Add the template in the class and click Apply. On the top right, click Templates.
../../../../../_images/viewtemplates_clickapply.PNG


  1. Select the template.
../../../../../_images/viewtemplates_selectclass.PNG


  1. To toggle the visibility of the property, click the Eye icon. To edit the rights for the property, click the Pencil icon.
../../../../../_images/viewtemplates_edit.PNG


  1. Select the properties to be non-editable (for example, PID) and hidden (for example, Taxonomy).

  1. Set the template as default for the class and click Save.
../../../../../_images/viewtemplates_setasdefault.PNG


  1. The image below shows the template where the Taxonomy is hidden and the Pricing section is not editable.
../../../../../_images/viewtemplates_final.PNG


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Last updated: Jul 27, 2018

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