In the Template Library, the templates details (Name, Tags, etc.) can be edited. A template itself can be moved to another folder or deleted. If you want to edit the objects themselves (the settings in the object such as chart type, interval, layout etc.), follow these steps:
- Insert the template into a report
- Edit the object in the report
- Save the template
- In save mode (in the template library) select the template you inserted in step 1
- Select the option “Update existing”
- The template has been updated
To update the Template details (Name, Tags, Description and Good for), first enter the Template Library. Then enter “Edit mode” by clicking the Pen icon that appears when you hover over the template (see the icon in the image below). Make the changes, then click “Update existing.” The changes will be saved.
To delete a template, click the Delete (trash can) icon shown when you mouse over. The icon is highlighted in the image below. Click the highlighted icon below to delete a template (a confirmation box appears to avoid deleting templates by mistake).
To move a template to another folder, click the Move icon (highlighted in the image below). Select which folder you’d like to move the template to by clicking the connected Move icon in the tree. Click the highlighted icon below to move a template to another folder.
Select which folder to move to by clicking the corresponding Move icon
Note: You can only move a template to the folders created by you or any other Administrator in your company. You cannot move a template to the folders containing templates provided by Dapresy.