How to Clone or Duplicate Queue Views Template

Welcome to the Qtrac Knowledge Base! This article is designed to guide you how to duplicate or clone existing Queue Views template settings to another template or templates.

Permissions Required:

Queue Views Editing/Adding

Follow the step-by-step instructions below to get started.

1. Open Queue Views from the Settings menu or from the Queue Views Icon in the Settings section.
   
2. Create a blank Queue View with following the instructions on this link: How to Change Queue View Settings?
3. Now go back to Queue Views template list and choose the one that you want to use as a master template to copy from.
4. Click edit:
   
5. Once you are inside the template you need to click publish at the bottom right corner and select Publish To Template:
   
6. This will bring up a pop-up that would look like this:
   
7. If  you click, Select Templates you will be able to see all Queue View Templates that belong to the same Workflow. Please know that if your new blank report on step 2 is not part of the same workflow as the master template it will not be visible here.
8. Select the Queue View Destination Template where you want to be copied to: p.s. you can select multiple destination templates at the same time.
   
9. Once Selected Click Publish
   

That was It! Great work!

Now the new template created in step 2 will have the exact same settings as the Master template that you choose.

HINT:
Please know that you must have the Master template saved and ready before publishing it to another template. If you make the changes at the same time, they will not be saved or transferred. You must save the changes first before transferring them to template. 

 

If you still have any questions, please feel free to get in touch with our Qtrac Help Desk.