Step 1: Make edits to a template.
To edit a Summary Template, first go into the editor mode by clicking the pencil icon of the View.
Or are you having trouble locating the template? Go to Apps, then click Summary Templates.
On this page you'll find User Create Templates and VividCharts Templates. Click the copy icon to Create View from Template.
After copying a VividCharts Template, you'll need to assign a record for each chart showing "No Results". This is because these charts are built off of specific records to build the template.
Make any additional styling or color updates then SAVE.
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:
Update all required fields:
Title: This should be the same title as your View.
Description: This helps give more context to this template.
Upload a screen shot to help identify this template.
Select a record to PREVIEW and test your template.
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 to save a new copy
OR click UPDATE to make permanent changes to the template.
Then you will be prompted to click SAVE in the upper right corner.
Step 10:
If you have already created a Summary, your views will automatically be regenerated using the new template. If not, go to 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.