Manage Templates
This form is used to maintain all the drilldown layouts you have created. Initially the Analyse Balances templates will be displayed, select the drilldown report that you wish to manage templates for from the dropdown list.
Edit a template
- Select a template, if you are the owner or have been granted the Wands System Administrator profile, the Template Details panel will be populated with the template details.
- Edit the name, description, default and/or public attributes.
- Once the required changes have been made, select Save to commit your updates or Cancel to undo any changes.
Delete a template
- Select a template. If you are the owner or have been granted the Wands System Administrator profile, the Template Details panel will be populated with the template details.
- Select the Delete button to remove the template.
Deleting a Public template removes the drilldown template from the Shared Templates Drive.