View Templates

Introduction

View templates are pre-defined configurations that users can create and save within the platform to control how data is displayed and interacted with. These templates encapsulate settings such as column layout, width, filters, and default sorting options, empowering users to customize and optimize their experience. They offer a comprehensive way to tailor the presentation of data according to individual preferences and specific needs.

The View Templates view shows all available view templates where they can be created and edited.

Benefits

Custom View Templates enhance the user experience within the Portal, resulting in increased efficiency as the needed information can quickly be accessed without sorting through irrelevant data, saving time and effort. For example, a security analyst logging into the Vulnerability Management platform is immediately presented with a default view template that prioritizes the most critical vulnerabilities, based on severity and potential impact. This saves the analyst time by eliminating the need to manually sort through a vast list of vulnerabilities, allowing the organization to focus on the most important issues first.

Different team members have varying responsibilities and focus areas. For example, a network security engineer can create a view template that displays vulnerabilities related specifically to network devices, while an application security specialist can customize their view to highlight vulnerabilities in web applications. Each user can quickly access the information most relevant to their role, improving overall efficiency.

By applying filters and sorting options in their view templates, users can organize vulnerabilities by exploitability, affected systems, or compliance requirements. This organization helps security teams make informed decisions about which vulnerabilities to address first, ensuring that high-risk issues are prioritized and remediation efforts are aligned with organizational risk management strategies.

When to use

View templates are a powerful and flexible tool designed for daily use. Some suggested uses are:

• Onboarding new team members: When new security analysts or engineers join the team, view templates can help standardize their initial setup and ensure they have quick access to essential data and configurations tailored to their roles.

• Review of recurring tasks and reports: For tasks that are performed regularly, such as weekly vulnerability assessments or monthly compliance reports, view templates can streamline the process by providing a consistent, pre-configured view.

• Incident response: During security incidents, quickly switching to a pre-configured incident response view template can provide real-time data on vulnerabilities, threats, and potential impacts, helping the team respond more effectively.

• Tailoring role based views: Different roles within the security team, such as network security engineers, application security specialists, and compliance officers, benefit from customized views that highlight the most relevant data for their specific responsibilities

Requirements

It is assumed that the reader has basic access to an OUTSCAN/HIAB account.

View Templates

The Configurations view shows all configurations. 

To customize the view:

1. Click on the columns icon to hide or show columns.

2. Click on the filter icon to view filtering options.

See Common Settings for more information. 

Add a View Template

To add a view template:

1. Click on green Plus icon in the lower right corner.

2. Fill in descriptive name of view template, for example "High risks".

3. Select the type of view template to create. The type is equivalent to the view that it can be found in. See Common Settings Panel - View Templates for more details.

4. Establish whether this view template should be the default by enabling the Default switch.

5. Add tags if applicable by right clicking on the created template and click the Edit tags icon in the menu. For more info see Identity and Access Management (IAM) and Tags.
   

   

Only types that can be selected when creating view templates in UI are the ones that can be previewed. For adding more view template types consult API documentation.

Edit a View Template

To edit a View Template:

1. Select the view template you want to edit by clicking on it. This opens then edit panel on the right side.
   Only name and tags can be changed once a View Template is created.

2. Click the blue SAVE button to save the template

To save view template attributes such as visible columns, columns' width, order, sorting and applied filters, visit the view of the type of view template as described in the Common Settings Panel document, or click on Preview button in the edit section

Built-in view template can only be assigned tags. No other properties can be changed.

Preview View Template

To preview a view template:

1. Select the view template you want to preview by clicking on it.

2. Click on Preview button.

Preview is only available for view templates that have corresponding view available in the UI.

When using a template, the activated template is displayed highlighted at bottom left of the footer of the table.

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