Set up the content configurations

Set up the content configurations in the Template Configurations module to define the data you want to view or fetch when creating a report template. You can configure it to display a list of records or aggregated data, such as a list of remediation tasks or top priority issues. You can fetch up to 200 records from any table.

Before you begin

Role required: sn_grc_doc_design.admin and sn_bcm.admin

Procedure

1. Navigate to All > Business Continuity > General Administration > Template Configurations.
2. Open the template for which you want to create content configurations.
3. On the Content configurations related list, select New.

   The Content configurations new record and its related lists are displayed.

   
4. On the form, fill in the fields.

   Table 1. Content configuration form

   Field	Description
   Name	Name of the content configuration. For example, Asset dependencies.
   Template configuration	Template configuration for which you're defining the content configuration. This field is automatically set based on the configuration that you selected in step 2.
   Target table	Table from which data must be fetched.
   Data relationship	Data relationship for which you want to create content configurations. Only the data relationships that you have previously created are available for selection.
   Filter criteria	Filter condition and the number of records that can be displayed.
   Aggregation criteria	Aggregation query to be used for the content configuration record. Use Data columns and Intermediate filters related lists for the content configuration record.
   Content block criteria	Parent block configuration to specify a table or data that you want to insert in the content block as a table

5. Build the Filter criteria and the Aggregation criteria as required.
6. To specify a table or data that you want to insert in the content block as a table, select the Content block criteria tab.
   1. In the Parent block configuration field, select the required content configuration.
   2. Select Submit.
7. In the Data columns related list, specify the columns you want on the report from the table that you have selected.
   You can either specify the standard columns available or you can write a custom script for the column.

   Note:

   You can add up to 20 columns in a table and in a content block. Similarly, certain content blocks can be repeated 200 times in Xanadu and 500 times in Zurich.
8. Specify the order of the columns as they must appear on the report template.
9. Select Update.

   The Content configurations related list is shown in the example.

   

What to do next

Create a scripted variable for the report. For more information, see Define the scripted variables.