Open “Apps” from the Top Navigation Bar.
Select “Template Builder”
Complete the Template builder per below instructions:
Title: (Title of Summary Template)
Description: (Description of Summary Template)
Image: Upload the previously saved image of the Template
Select from templates: (Name of template being used for Summary)
Customer Facing: Toggle ON
Template feature groups: Select the app that correlates with your template
Select table and assign data path: Map each table used in the template by specifying the relationship to the primary record. Use the below for reference or reach out to VividCharts for support. The relationship between related tables and the primary record can be confirmed by going to a record and finding the copying the query.
In this example, we are looking at a project record and the related table is Project Task.
If we right click on "Parent = PRJ0010575" and click "Open In new Window", we can see in the URL what the correct query will be and confirms the relationship from Project Tasks to Project is Parent. In the below example, the relevant information is in bold.
Example URL : "https://vividcharts.service-now.com/pm_project_task_list.do?sysparm_query=parent%3D5f3e720a1bc65110cad9cb36624bcb82%5E&sysparm_view="
So the table mapping information would look like this:
Project Status Hub
Location ID (Primary) = sys_id
Location ID (Secondary) = false
Table = project_status
Location ID (Primary) = project
Location ID (Secondary) = sys_id
Demand Review Hub
Program Status Hub
Portfolio Health Hub
Once all tables used in the template have a data path assigned, select the 'Submit' Button, then 'Back to Home'