Panel Templates
A template is a preformatted guide that can be used to create new panels. Templates are used to define styles, colors, and other settings unique to that panel. A template, however, does NOT define the symbol or symbols contained on the panel.
Certain panels (such as charts), can sometimes be complex and take time to set up the options that you want. In cases like this, a template can save you time when you want to duplicate the look of the panel in multiple workspaces.
The application comes with a number of predefined templates for certain panels, such as the Quoteboard.
Creating Templates
The first step is create templates that can be used as a starting point for other panels.
- Open a panel (such as a Chart) for which you want to create a new template.
- Customize the panel to reflect the style, colors, fonts, and other desired settings. Example:
- For a Chart template, this includes adding and customizing any studies.
- For a Quote template, this includes customizing the Fields to display.
- Click the
Action Menu in the top right corner of the Panel. - Click Create Template.
Result: The Template dialog box displays. - Type a name in the Template Name field.
- Optionally, you may type a more thorough description in the Template Description field.
- If this template should be used to create ALL new panels for this content type, check the Set as Default checkbox.
- Click Save.
Removing the Default Template for a Panel
- Open the panel type from which you want to remove the default panel.
- Click the Action Menu in the top right corner of the Panel.
- Click Load Template.
Result: The Template dialog box displays. - Select the template that is identified as the default template, and click Clear Default.
- Click Cancel.
Applying a Template to a Panel
- Create a panel, and place it on your workspace.
- Click the Action Menu in the top right corner of the Panel.
- Click Load Template.
Result: The Template dialog box displays. - Select the template you wish to use, and click Load.