Creating containers for your data
When getting started, you must create containers to hold and manage your data. If you used the Business Process templates, a set of containers has already been created for you. Based on your requirements, you can create additional containers.
Note
You can create containers based on only those templates that are created from the same container versions. For example, you can create a container in FootPrints by importing an xml template file that was created by exporting a container of the same xml container template version. If the templates are created from different container template versions, the following error message is displayed:
Message: Template has an unsupported version number: "1.0"
For information about the error resolution, see support article.
As you select and save settings, your changes are saved in draft mode. To implement your configurations in the production environment, you must publish each container that you modify. The system validates the settings and reports any issues. You can wait to publish a container until you have configured all settings or publish as you complete each part, implementing changes in controlled steps. Publishing takes only a few moments so you can update your environment quickly.
Users must be assigned to see containers
Until you assign user roles to a container, users who are assigned these user roles cannot see the container or its records. This task is performed after you have completed some preparatory configuration. For more information, see Setting up user groups and configuring user access.
Also, when you create a new container manually or by using a business process template, by default, all the user roles in the container are assigned access to the out-of-the-box items. For example, when you create a new workspace container, the access to the Ticket item is assigned to all users roles (System Administrator, Agent, Customer).
In the following table, tasks that you perform for all container types in the same way are listed first, followed by tasks specific to each type of container.
All containers | ||||
| See also Linking to records and data. | ||||
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| Service level management | ||||
Next step
Configuring record definitions
Related topics
Getting started quickly for administrators
Automating notifications and other actions
Setting up search queries and report definitions
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