Step 1:

Create View that you want to turn into a template

Step 2:

Take a screenshot of the View to utilize for Template thumbnail and save to local drive with file name matching the View name

Step 3:

Click “SAVE TEMPLATE” in the upper left corner

Step 4:

Select "Summary Template". Click NEXT

Step 5:

Select the process area you would like to utilize. For this example, we will be using Project. Click NEXT

Step 6:

Do a check to make sure all fields are filled out by scrolling to the bottom of the table list. For non-custom process areas, common table mappings will be provided. Any tables not mapped will show up at the bottom of the list missing the Primary Location ID and the Secondary Location ID. Each table used on the template will need the relationship mapped to the primary record. 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:

Table name: pm_project_task

Primary: parent

Secondary: false

Not seeing a table that you have utilized? Or have questions? Reach out to your CSM! Once all tables are confirmed, click NEXT.

Step 7:

Fill out all required fields:

Step 8:

Test your template. PREVIEW will open a new tab with a preview of the Summary View. Each chart will have the process area condition automatically applied. This is a great opportunity to test to see if all of your charts are configured as desired.

Step 9:

Once the PREVIEW has been tested, click SAVE AS NEW. This will close the "Save as a template" window and will prompt you to click SAVE in the upper right corner.

Step 10:

Go to the Apps > your process area hub to build a Summary. Click HERE for an example of how to build a Summary based off of the Project Status Hub.