WebFOCUS Online Help > Managed Reporting Developer > Developing a Two-Way Email Template > Maintaining a Template

Maintaining a Template

How to:

As a Managed Reporting Administrator or Developer, you edit, rename, or delete an existing Two-Way Email template from Managed Reporting.

If you edit a Standard Report associated with a Two-Way Email template and then open the template, a message describes the change.

For example, if you remove a variable named CATEGORY from a Standard Report, you see the following when you open the template:

Variable 'CATEGORY' Has Been Deleted

Click OK to remove the message.

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Procedure: How to Edit a Template
  1. In Developer Studio, right-click the Standard Report the Two-Way Email template associated with the template you want to edit. On the pop-up menu select Show Two-Way Email Templates.

    In the browser right-click the Two-Way Email Template and select Open. Skip to Step 3.

  2. Select the template from the Attached Templates list and click Open.

    The following image shows the Inventory Report for User-supplied Category Properties dialog box open to the Two-Way Email Templates tab window which contains a selected template.

    The following image shows that the selected template has a single parameter, PRODCAT, that requires a user input and lists valid product categories in the Ending Message text box.

  3. Make all necessary changes. Click Email Preview to make sure the template appears as desired.

    You can use RIM or Palm handheld emulation to preview the template. Toggle between the two emulators by holding down the Shift key and clicking Email Preview.

    Close the preview window when you are done. Click OK on the Two-Way Email window to save the changes.

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Procedure: How to Rename a Template
  1. From Developer Studio, right-click the Standard Report that contains the Two-Way Email template name you want to change, and select Show Two-Way Email Templates.

    From the browser, right-click the Two-Way Email template and select Properties. Edit the name as desired and click OK.

  2. Select the template from the Attached Templates list and click Open.
  3. In the Subject Line, edit the name.
  4. Click OK.
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Procedure: How to Delete a Template
  1. From Developer Studio, right-click the Standard Report whose Two-Way Email template you want to delete and select Show Two-Way Email Templates.

    From the browser, right-click the Two-Way Email template and select Delete. Skip to Step 3.

  2. Select the template from the Attached Templates list and click Delete.
  3. Click Yes at the delete template prompt.
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