First, the Template concept needs to be described. There are four types of templates:
- A single object – this can be an object of any type, like a text box, a chart, an image, etc.
- A group of objects – multiple objects of any type that have been grouped together
- A slide
- A report (e.g. multiple slides)
When a data object (like a chart or table) is saved into the Template Library, all settings are saved into the template (except for selected questions, answers, filters, hierarchical filter settings and formatting rules in respondent tables). Some settings that are variable dependent, like “sorting by value” in charts and tables, cannot be saved since these settings refer to the selected variables in the object. Settings which refer to other objects, such as “Sort on other chart” and “Links” in Text objects are not saved either. No settings are saved in the Cross table object when it is saved as a template. Instead, use the regular Table object if the purpose is to save it as a template.
To save a report, slide, single object or group of objects as a template, just enter the context menu to find the save options (see image below). The image below shows the options used to save a template.
The options “Save slide as template” and “Save report as template” are always shown. The option “Save element as template” is only shown if a single object is selected. If a Group of objects are selected, then the option “Save group as template” will appear in the menu as well.
All settings in the report must be saved to the database properly before it can be saved as a template, so as soon as a change is made you need to “Save layout” to be able to save it to the Template library.
If the option “Template” is disabled, like in the image below, you need to first save the layout of the report and then you can save into the Template library.The image below shows an example where the “Template” option is disabled. To enable the “Template” option click “Save layout.”
Next, you need to select a folder to store the template in (a new folder can also be added if needed, see next chapter). You also need to enter a name for the template. The rest of the fields (Tags, Description and Good for) are optional. The image below shows the fields and settings to consider when saving a template. “Name” is the only mandatory field. The “Save as new” is disabled until a Template Name has been entered.
As mentioned above, the Tags are used for searching, so we recommend you add tags to help find your templates easier. Description and Good for are used to enter details of the templates based on the different company needs.
The default setting for “Insert the object(s) in source position” is also set when the template is saved. This setting should be used when saving objects such as main headers, footers, logos, or any object that should be inserted in a specific position of the slide when used.
When the template is saved, the objects included in the template need to be processed on the server side in order to save all settings and create the thumbnail images of the template. This process can take a few minutes when saving a report with many slides.
If you want to replace an existing template, simply select the template you wish to replace. The “Save as new” button will be replaced with an “Update existing” button. A confirmation message will appear when you click “Update existing” so that you’ll avoid overwriting existing templates by mistake.