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, choose Templates from the View menu.

2        Click the Design button 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 templates 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 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, choose Templates from the View menu.

2        Click the Branch button 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.

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, choose Templates from the View menu.

2        Click the Box button 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).