Applying Template Files

Template files enable you to copy the look and feel from an existing template file to your chart. You can also copy Directory, Profile, Report, Group and Conditional Format definitions from the template file.

To apply template files:

1        Click the Format tab and select Apply from the Templates section.

2        Choose a template and click Open. The Apply Template Properties dialog box opens.

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3        To reformat your chart, leave the default option, Look and Feel, selected.

4        In the Apply To area, select one of the following options:

·         Entire chart: Applies the template to the entire chart.

·         Active sub-chart: Applies the template to the displayed sub-chart.

·         Selection: Applies the template to the selected boxes.

·         If you want to copy selected definitions from the template, select the Contents option. This activates the options under Design and Branch, and deselects the Apply to options.

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5        Select which template properties you want to apply:

·         Design

·         Copy Box Layout

Note: If your template file contains a multi-record box, checking the Copy Box Layout checkbox applies the template’s multi-record box layout to the chart’s multi-record boxes. 

·         Copy Reports

·         Copy Profiles

·         Copy Master Page

·         Copy Constants

·         Branch

·         Directories

·         Apply Groups

·         Apply Conditional Formats

·         Apply Chart Rules

·         Copy Search

6        Click OK to apply the template.

Note: If the template file contains fields that are not defined in the current chart, you are prompted to add the additional fields to your chart.