Working with query templates
Note
This feature is in the Preview stage. To get access, contact tech support
You can save frequently used queries as templates and quickly integrate them in investigations.
The following template categories are available:
- Personal: Templates created by the user and available across investigations.
- Instance: Templates available to all users, but restricted to a specific investigation.
- Global: Templates available to all users across all investigations.
Accessing the templates panel
To open the templates panel:
- Open an investigation.
- Click Query data on the right side of the screen.
- Navigate to the Templates tab.
Navigating template folders
Templates within each category can be organized into folders. Users can create and give names to folders to facilitate navigation and group templates by threat type, event source, investigation phase, or other criteria.
To access a folder:
- Open the templates panel.
- Select a category.
- Select the relevant folder from the list.
Searching for a template
To find a template:
- Open the templates panel.
- Enter your keywords in the search field.
- The results will be displayed automatically.
The system will search for keywords across template names and contents.
Inserting a template into a query
To insert a template into your current query:
- Open the templates panel.
- Find the required template.
- Click the template.
- Select Insert into query.
The template text will be added to the query editor.
Creating a new query from a template
To create a new query from a template:
- Open the templates panel.
- Find the required template.
- Click the template.
- Select New query from template.
This will create a new tab pre-populated with a query from the selected template.
Saving a query as a template
To save your current query as a template:
- Open the query you want to save.
- In the actions menu, select Save as template.
- Enter a name for the template.
- Select a folder to save it to:
- Personal: For personal use.
- Instance: For all instance users.
- Click Save query as template.
Creating a template folder
To create a folder for templates:
- Open the templates panel.
- Select either the Personal or Instance category.
- Click New folder.
- Enter a name for the directory.
- Click Create.
Managing templates
Renaming a template
To rename a template:
- Open the templates panel.
- Find the required template.
- Right-click the template.
- Select Rename.
- Enter a new name.
- Click Save.
Deleting a template
To delete a template:
- Open the templates panel.
- Find the required template.
- Right-click the template.
- Select Delete.
- Confirm the deletion.
Note
Deletion is restricted to the Personal and Instance categories. You cannot delete any shared templates.