Modifying & Uploading Templates

Uploading customised templates and designating DataPlayers for online display

Using an activated Omniscope Professional, anyone can modify and save a downloaded file for use as a new template, then upload it (not available for Group Editions of Salesforce) back to the Salesforce Visokio Reports tab to serve as an additional template option for future downloads of that Report or Data Object/Table.

In addition, if at least one DataPlayer is configured in the file, and the file saved with a DataPlayer tab as the open tab, then the file can be designated as the template for the DataPlayer to be displayed online whenever users click on that template. Also, to save storage space in your Salesforce account, you can upload the template file empty of all data...the file will be populated with the latest data each time a user downloads it.

To upload a new template file, click on +Add Template from the All Reports or My Reports pages and the upload new template dialog will appear:

Choose file - opens a browse dialog that enables you to select the saved file that you want to upload.  

Note: If you plan to use a DataPlayer configured in the file as an online displayable DataPlayer, you must save the file with the DataPlayer tab containing the preferred DataPlayer open.

Template name - choose a name that everyone will see on the tab...try to make clear who the template is internded for and avoid using spaces in the file name...like this: MyNewTemplateforSales.iok

Show as .IOK file - when ticked, this refreshable template file will be shown as a downloadable Omniscope option, which can be navigated in the free Viewer offline.

Show as DataPlayer - when ticked, this file will be displayed with the option of viewing the configured DataPlayer 'dashboard' online, just by clicking on the template icon. If you want this option to be available, you MUST save the file with the DataPlayer tab you want to display as the open tab.

Change default size of DataPlayer - DataPlayers can be sized in terms of pixel budgets for height and width. If you make larger DataPlayers, make sure you set the pixel budget associated with the DataPlayer in the file being uploades big enough to display it properly on the web tab, but not so big that user have to scroll sidebars to see and interact with it.

Upload template - your template should appear next to the Report or Data Object/Table it applies to.  You cannot delete the default templates, but we welcome suggestions on how to improve the defaults to better serve your needs.