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A snapshot template defines which queries from SAP Business One are included in a snapshot you create for a Microsoft Outlook contact. A snapshot template is uniquely defined by its name, its category and its language.

 

To display a snapshot template, from the SAP Business One Main Menu, choose   Administration   Add-Ons   Outlook Integration   Define Snapshot Templates  . The Define Snapshot Templates window displays a list of all templates for the language currently selected in SAP Business One. To display the details for a template, use one of the following methods:

  • Double-click the template name.

  • Click the template name with the right mouse button and select Properties.

  • Select the template name and, in the SAP Business One menu bar, choose   Goto   Properties  .

    Note Note

    To view a snapshot template, you must have authorization to view all queries associated with the template.

    End of the note.

Structure

The information about a snapshot template is displayed in the Snapshot Template window and is organized into two sections:

  • Header

  • Associated Queries table

    Note Note

    If you make any changes to the entries in this window, choose Update to save the new settings.

    End of the note.
Header

Snapshot Template: Header Information

Category

Query category to which the template is assigned. Categories are necessary for authorization administration.

Note Note

Query categories are administered in the SAP Business One Query Manager.

End of the note.
Language

Language of the template. The default snapshot templates delivered with SAP Business One are installed in the current language of the company.
Layout File

Location of the file relative to the user-defined storage path. To select a different layout file, click .
Includes Contact Person-Specific Data

Caution Caution

You must select this option if any query included in this template requires contact person-specific data.

End of the caution.
Default Template

Indicates that you are using the default template that the SAP Business One Outlook Integration offered. The field is inactive.

If you are not using the default template, the field does not appear.
Associated Queries

The Associated Queries table shows all SAP Business One queries that will be included in the snapshot.

Snapshot Template: Associated Queries Table

Select

Select the range of records that the system will include in the snapshot. Possible entries include:

  • First

  • Last

  • All
Records

Number of records that will be included in the snapshot. If you selected All for the range, this field is blank.
Range

Indicates where the query is located on the excel sheet of the snapshot template.

More Information

Snapshots for Business Partners / Contact Persons

Snapshot Templates: Associated Queries