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Creating and sharing templates

Creating and sharing templates

If the permission is granted, users can save charts they create as Templates. Global Templates can be used by other users. Private Templates can only be used by the template creator. These templates can be organized with categories.

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Template Types

  • Global template: Can only be created and edited by users with the Global Template Administrator permission. It is only visible and accessible to users with the Global Template Viewer permission

  • Private template: Only visible and accessible to the single user who creates the Private Template

Steps to Create Templates

  1. With Custom Charts in “Edit” mode, in the top right corner, click Templates

  2. In the Save Template options pop-up, select a Template Type

  3. In the text box, give your template a name

  4. Click Save template

 

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Template Categories

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Create categories in Custom Charts to organize your templates. The categories appear as Folders in the Templates section. Assign the category to a template and it will live in the folder.

Private category type: Templates in this category type are visible only to the current user.

Shared category type: Templates in this category type are visible to all users with the Shared Template Viewer permission.

Steps to Create Template Categories

  1. With Custom Charts in “Edit” mode, in the top right corner, click Templates

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  1. Click + New category

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  1. Choose a category type and enter a category name in the textbox. Then click Save category

  1. To add a template to the category, when saving it, select the appropriate category in the dropdown. You can also create a new category here by clicking + New category

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