Scenario Template

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I'm attempting to create a new scenario using an existing scenario as a template. According to the below URL, this is possible by selecting the "Save As" option from the Scenario drop-down. However when I click the drop down, I'm presented with only "Save" and "Rename".

Has anyone run into this issue? I'm running OnDemand, v. 5.5.60(r77643) on Chrome.

https://help.xmatters.com/5.5.60/#xmodwelcome/relevanceenginebuilder/scenariosformsendpage.htm?Highlight=scenario template

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  • A couple of intrepid xPerts are looking into this and we should have an answer for you shortly. I suspect you're lacking a very specific permission, but we'll see ...

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  • Hi Dan

    To use the "Save As" feature, you have to have the "Manage Scenarios" permission on the form itself. (On the list of forms in your relevance engine, click the Form and Web Service drop-down list, and select Permissions. Ensure that the Manage Scenarios check box is selected for your name or role.)

    Note that this is slightly different than the permission required to access or edit the scenario.

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  • And FWIW: I verified that I can still see the save as button in the 5.5.60 system I use.

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  • Don, that did the trick. Thanks everyone for the speedy responses!

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  • Glad we could help! (And I'll make sure we get that part of the docs/permissions updated to make it clearer.)

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