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Package a Template into an Update Set
Package a Template into an Update Set
How to create an update set using the Template Packager
Maria McKinley avatar
Written by Maria McKinley. Updated over a week ago

  • Check Template Creator Update set is committed in “Retrieved Update Sets”

  • Add app picker and update set picker to header through gear icon

  • Change Application scope to VividChart Data Engagement

  • Go to “Local Update Sets”

  • Create New update Set

  • Give it a relevant name, keep state as "in progress"

  • Submit and Make Current

  • Search for Pages

  • Under Service Portal, click Pages

  • Search ID for Template_Packaging

  • Click into the record

  • Click “try It”

  • Click '/vc?id=template_packaging' or /sp?id=template_packaging

  • A new window will open, Click "Switch to Views"

  • Select element to be added to update set

  • Confirm "current update set" is correct

  • Click "Package to Update Set"

  • Go back to “Local Update Sets”

  • Search for update set, click into it

  • Open “customer updates” in new window by right clicking

  • Click the gear icon and add Application as a column

  • Change application scope to VividCharts Data Engagement for all rows

  • Changed state to "complete"

  • Export to xml

  • Change file name to name of update set

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