You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close

Showing articles from templates tag

How to use Visualization Templates?

**What are Visualization templates?** Visualization templates are pre-built visualizations curated for certain use cases. You can make use of them to quickly create visualizations. Choose the template of your choice from the list and drag it to your page. The visualization would get loaded based on the data in your a…

Using a Visualization template in your report:

**Visualization templates are pre-built visualizations for various scenarios, which when dragged into your report will get populated for your dataset, making report creation faster and easier.** **There are hundreds of visualization templates available in HappyFox BI template library, which can be used to build your …

How to create and use a Report Template?

**A Report template can be used to replicate a report and then tweak the replicated report based on your needs if required.** **Creating a Report template:** * **Create a [report][1].** * **Click on the edit symbol next to the report name in the menu. ** ![][2] * **Click on ‘Save as report template’. ** ** …

Creating and Using Ticket Templates

Ticket Templates in HappyFox can greatly ease the process of creating tickets for agents. This feature will be really useful for customer requests that are frequent and similar. Using templates created for specific kind of customer requests, agents can quickly create tickets, thereby saving considerable time. **Watch…

Edit notification email templates

You can customize the email that is sent as a notification by modifying the email templates. > Plan: Available for all plans. To edit the template, 1. Navigate to **Manage >> Notifications >> respective notifications tab** > Note: Only agents with “**Manage Notifications**” permission can view this option. 1.…

scroll to top icon