Using the Templates Panel

OrgPlus provides a variety of chart design, box and branch templates. You can also create or modify your own templates.

Applying Design Templates

Design templates allow you to format an existing chart. They do not modify what fields are shown in the chart or the branch styles used in the chart. Design templates change the look and feel of your chart.

To apply design templates:

1        If the Templates Panel is not open, click the View tab and select Templates.

2        Click the Design bar to display design templates.

3        Drag the chosen template to the chart area and release the mouse button. The template is applied.

4        Right-click a design template to select from the following options:

·         Apply to Sub-chart: Applies the template to the displayed sub-chart.

·         Apply to Entire Chart: Applies the template to the entire chart (all defined sub-charts).

Note: By default a design template is applied to all sub-charts within a chart.

Applying View Templates

View templates allow you to apply a set of commonly-used fields, formulas, and conditional formats to the boxes in your chart.

There are more than 30 view templates available, each with a different combination of fields. The fields included in each template are visible in the View area of the Templates panel.

Before applying a view template, you should review the Identify Fields mapping. See Identifying_Fields for more information.

To apply a view template:

1        If the Templates Panel is not open, click the View tab and select Templates.

2        Click the View bar in the template panel to display view templates.

3       Click the View Template Settings button .

4       Select your View Template application settings:

·         Apply Design: Applies the design of the selected template, as well as the content, to your current chart. Uncheck this option to maintain the current chart's layout and design.

·       Clear Previous Template: Removes existing formatting - formulas, conditional formatting, field placement and the like - from the current chart when applying the selected template. Uncheck this option to preserve existing formatting for later use.

5       Click OK.

6       Drag the chosen template to the chart area and release the mouse button. The template is applied.

Note: If your chosen template contains fields not included in your chart data, you will have to add the information to those fields. See Entering Field Information for details.

Applying Box Templates

Box templates allow you change the format for any set of boxes in your chart. Box templates change only the format of boxes; the content of boxes remains unchanged.

To apply a box template:

1        If the Templates Panel is not open, click the View tab and select Templates.

2        Click the Box bar in the template panel to display box templates.

3        Drag the chosen template over any box and release the mouse button. The template is applied.

4        Right-click a box template and select from the following options:

·         Apply to Selection: Applies the template to the selected boxes.

·         Apply to Sub-chart: Applies the template to the displayed sub-chart.

·         Apply to Entire Chart: Applies the template to the entire chart (all defined sub-charts).

Applying Branch Templates

Branch templates allow you change the branch style of an existing chart. Branch templates only reformat the layout of your chart.

To apply a branch template:

1        If the Templates Panel is not open, click the View tab and select Templates.

2        Click the Branch bar in the template panel to display branch templates.

3        Drag the chosen branch style template to the chart area and release the mouse button. The template is applied.

4        Right-click a design template and select from the following options:

·         Apply to Sub-chart: Applies the template to the displayed sub-chart.

·         Apply to Entire Chart: Applies the template to the entire chart (all defined sub-charts).

Note: By default a branch template is applied to all sub-charts within a chart.