View Templates View

^{Last Updated: 2026-02-23}

Purpose

This article describes the View Templates view in the Outpost24 Portal.

Introduction

The View Templates view is the central management interface for all view templates in the Portal. It is located under Configuration > View templates in the Main Menu and provides a table-based overview of every view template in the system, including both built-in templates and user-created templates. From this view, users can create new view templates, edit existing ones, assign tags, set defaults, preview templates in their target views, and delete templates that are no longer needed.

Each view template stores a combination of column layout, filters, and sorting preferences for a specific view type (for example, Assets, Vulnerabilities, or Compliance). The View Templates view allows administrators and users to manage these configurations across all supported view types from a single location, rather than navigating to each individual view. For a general overview of view templates and how they are used across the Portal, see View Templates.

Requirements

It is assumed that the reader has basic access to the OUTSCAN/HIAB account to access the Portal. The user must be assigned a role with access to the View Templates section in order to view and manage view templates.

Accessing the View Templates View

1. Navigate to Configuration > View templates in the Main Menu.

The View Templates view is displayed, showing a table of all available view templates.

Table Columns

The following columns are available in the View Templates table. Columns can be shown or hidden, reordered, and resized according to user preference.

The default visible columns are Name, Tags, Built-in, Default, and Type.

Toolbar

The toolbar at the top of the table provides the following actions:

Icon	Name	Description
	Column configuration icon	Opens the column picker to show or hide columns in the table.
	Filter icon	Opens the filter panel to apply filters to the table.
	View templates icon	Opens the view template panel to apply a saved view template to the View Templates table itself.

Viewing Template Details

When clicking on a view template in the table, an edit panel is displayed on the right side of the window. The panel contains a Settings tab with the following information:

Settings

Filters

The Filters section displays all filter conditions saved in the view template. Each filter is shown as a row with the field name, comparison operator, and value. If no filters are defined, the text "No filters" is displayed.

Columns

The Columns section provides the following information:

Action Buttons

The following buttons are displayed at the bottom of the edit panel:

Three-Dot Menu

The three-dot menu icon in the upper right corner of the edit panel provides additional actions:

Built-in Templates

Built-in templates are pre-configured by Outpost24 and are indicated by a green dot in the Built-in column. These templates provide standard configurations for common use cases. Built-in templates have the following restrictions:

• The Name field is read-only and cannot be modified.

• Built-in templates cannot be deleted.

• Tags can still be assigned to built-in templates.

• The Default toggle can still be changed for built-in templates.

Creating a View Template

To create a new view template:

1. Click the green plus icon in the lower right corner of the table.

2. Enter a Name for the view template. This field is mandatory.

3. Select a Type from the dropdown to specify which view the template applies to.

4. Optionally, toggle Default to mark this template as the default for the selected view type.

5. Optionally, assign tags by clicking the Tags dropdown and selecting from the available tags.

6. Click the CREATE button.

The new view template is displayed in the table.

Supported View Types

View templates can be created for the following view types:

Editing a View Template

To edit an existing view template:

1. Click the view template in the table to open the edit panel on the right side.

2. Modify the Name field, the Default toggle, or the Tags as needed.

3. Click the SAVE button.

The view template is updated and the changes are reflected in the table.

Setting a Template as Default

A default view template is automatically applied when a user opens the corresponding view for the first time or when the user has not previously customized the view.

To set a view template as the default for its view type:

1. Click the toggle switch in the Default column for the corresponding template.

Or:

1. Click the view template in the table to open the edit panel.

2. Toggle the Default switch.

3. Click the SAVE button.

Only one view template can be marked as the default per view type. Setting a new default automatically removes the default status from the previous default template of the same type.

Previewing a View Template

To preview the effect of a view template:

1. Click the view template in the table to open the edit panel.

2. Click the PREVIEW button at the bottom of the panel.

The Portal navigates to the corresponding view with the template configuration applied, including the saved filters, columns, and sorting order. This allows the user to verify the template before applying it permanently.

Managing Tags on View Templates

Tags can be used to organize and categorize view templates. There are two ways to manage tags:

From the Edit Panel

1. Click the view template in the table to open the edit panel.

2. Click the Tags dropdown and select or deselect tags.

3. Click the SAVE button.

From the Context Menu

1. Select one or more view templates by checking the boxes on the left hand side.

2. Click the Edit tags icon in the toolbar that appears above the table.

3. Add or remove tags in the tag management dialog.

Or:

1. Right-click a view template in the table to open the context menu.

2. Click Edit tags.

3. Add or remove tags in the tag management dialog.

Deleting a View Template

To delete a view template:

1. Right-click the view template in the table to open the context menu.

2. Click Delete.

Or:

1. Select one or more view templates by checking the boxes on the left hand side.

2. Click the Delete (bin) icon in the toolbar that appears above the table.

Or:

1. Click the view template in the table to open the edit panel.

2. Click the three-dot menu icon in the upper right corner of the panel.

3. Click Delete.

Context Menu

Right-clicking a view template in the table opens a context menu with the following actions:

Multi-Select Actions

Select one or more view templates by checking the boxes on the left hand side. When at least one template is selected, a toolbar is displayed above the table with the following actions:

Status Bar

The status bar at the bottom of the table displays the following information:

• A reload button to refresh the table data.

• The name of the currently active view template for the View Templates view itself, displayed as a link (for example, "Using Container configuration view template").

• The loading time for the current data set.

• The row count and pagination information (for example, "1-35 of 35 (100%)").

Related Articles

• View Templates

• View Template Details

• Tags

• Managing Tags

• Filters

• Common Settings Panel

• Auto Actions

• Scheduled Reports

• Notifications