Create an Agent View

Agent views share event definition and tasks with the agent but can have different properties, such as prompt values and run as the owner.

Creating an agent view does not change the original agent. Except for changes to notification lists, any changes to the original agent are automatically reflected in the agent view. You can determine the source agent for an agent view by viewing its properties. The agent view properties also provide a link to the properties of the source agent.

If the source agent is deleted or moved to another location, the agent view icon Agent view with a broken link icon changes to indicate a broken link, and the properties link to the source agent is removed.

Before you begin

If you want to change the properties of an agent and do not need to retain an agent with the original properties, change the default agent properties. If you want to use a generic agent as the basis for a new agent, make a copy of the agent. If you want an agent to appear in more than one location, create a shortcut.

To create an agent view, you must have execute or read permissions for the original agent.

Procedure

  1. In IBM® Cognos® Connection, locate the agent you want to use to create the agent view.
  2. Under Actions, click the agent view icon Agent view icon next to the agent.
  3. In the Name box, type the name of the entry.
  4. If you want, in the Description and in the Screen tip box, you can type a description of the entry.

    The description appears in the portal when you set your preferences to use the details view.

  5. If you do not want to use the target folder shown under Location, choose another location, click Select another folder, select the target folder, and click OK.
  6. Click Finish.

Results

In the portal, agent view entries are identified by the agent view icon Agent view icon.

The agent view has the same run options and properties as the original entry.