To open the Template Library, just click the “Templates Library” icon in the object menu (shown below). The library appears in a popup view as soon as the option is clicked.
In the library, you’ll find your templates categorized in different folders. Within each folder, the templates are ordered alphabetically. To get information on a template, just hover over the template or enter preview mode. To access preview mode click the magnifying glass that appears when you hover over the template. The image below shows the Template library.
The image below shows the Preview mode. To move between different templates in the preview mode, just click the Next/Previous buttons or use the arrows on your keyboard. The image below shows the Preview window of the Template library.
To insert a template into a report, either select the template and click ‘Import’ (as shown in image 1 below) or double click on the desired thumbnail. You can also click ‘Import’ in the Preview mode (as shown in image 2 below).
Image 1. The “Demographic” template is selected. Click ‘Import’, or double click the template thumbnail to insert the template into the report.
Image 2. Click ‘Import’ from the Preview mode, and the template will be inserted into your report.
As shown in the image below, each template is defined as an Object, Group, Slide, or Multiple slides. Note that if you insert a Slide or Multiple slide template, it will be inserted after the slide you are located in (e.g. If you are in slide 2 out of 4 in the report, then the new slide will be added as slide 3). If an Object(s) template is selected, then it is inserted into the slide you are located in.
When inserting an object (not a slide), you can decide if the object should be inserted in the original position or in the top left corner of the slide. The original position is the position where the object was located in when it was saved to the library.
The ability to insert a template in a predefined position (the original position) is great when it comes to text objects, logos, headers, footers etc. that should always have a pixel precise position. The image below shows the setting for inserting the object(s). If the option is disabled, then the object(s) is inserted into the top left corner. If the option is enabled, then it is inserted into the original position.
Each object has a default setting that is defined when the template is being saved. Saving your templates to your desired settings will make it much easier to use the templates.
Once the template has been inserted into a report, there is no longer a connection between the inserted object and the Template Library. If a change is made in the Template Library, it does not affect the projects using the updated templates.
There is a “Search” feature in the Template Library so that you can easily find the templates you want. The search will analyse the folder you have selected as well as all subsequent child folders that follow. To search the entire library, select the top folder. This searches the Name and the Tags fields of the templates. The templates that match the search are shown in a single view, no matter what folder they are located in. The folders containing the templates that were found in the search will be highlighted. This will help you filter the results by selecting any of the highlighted folders.
If Templates are imported into a project where no weight exists, like to a project without any data, settings for data objects will not be saved, but you can save the report.
Once the templates have been inserted into the report, then the question, answer, filter, and time period selections need to be made in objects like charts and tables. These settings are made in a user-friendly wizard for a quick and easy setup. The image below shows the different wizard steps. In hierarchical filter projects, an extra step is added to define the hierarchical filtering settings as well.
An object inserted from the library is 100% customizable, like the “ordinary” objects. So if you need to change any other settings than the ones shown in the wizard, just go to the “All Settings” tab and all of the settings can be changed.
The image below shows the “All settings” tab. Enter this tab to view the ordinary object setup view.
Note: The Wizard is present in the objects that need to be connected to “question and answer” (Charts, Tables, Word cloud, Respondent Tables and Dynamic icons). The Wizard is not present in “static” objects (Text, Images, Icon and Shapes). The Cross table object does not support the Wizard setup either.