Invoking the Export Template Designer

You can invoke the Export Template Designer in the following ways:

•      From the quick access menu’s Export Templates menu.  The menu exposes the following options:

•      From a Tasks or File Type widget.  Typically, these might be displayed at your Home Page.  For more information on widgets, please see the Dashboard Designer documentation.

•      By double-clicking an export template file in the File System Dialog, or by highlighting an export template and clicking OK in the same context.

•      By viewing the latest version of an export template contextually – for example, from an export activity’s configuration panel in the Interaction Designer.

Note that access to the Export Template Designer is controlled via the Export Template – Design functional permission.  If none of the user groups of which you are a member are associated with this permission, you will not be able to able to access the Export Template Designer.