Template Usage
- Ben Clark
When you upload a template into Alterian CX you will either be loading a new template or loading an updated version of an existing template. With the template updates it’s very likely you will want to understand where the template is used so you can update the template in place ensuring your rules are using the best version.
The Template usage screen in the Template configuration screen provides this to you. It shows the rules using the template, the status of the Rule, which client and target it sits in and whether the version in the rule is up to date.
The version number is clearly shown. The current version number is displayed beside this, the Latest Version column shows whether the template version in the rule is the latest version or not. A cross is shown where it is not up to date, a tick is shown the most up to date template is present in the rule.
This information togather with the status provides a ideal way to prioritise the updates. Do those that are live and not up to date first.
You can open the rules directly from this page by either clicking on the rule name or right clicking and selecting open in the context menu.
As the requirement to upgrade a template after loading is so clear when you load a new template we will automatically take you to the template usage screen so you can see the next steps.