OrgPlus 5 - Creating OrgPlus 5 Templates
OP-0500-S1116

Summary:

OrgPlus 5 has four kinds of templates: design, branch, box, and file.

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.

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

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.

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

Procedure:

If you want to save the template as a Design or File template:

• Select Open from the File menu. The Open dialog box is displayed.
• Select an existing chart or template file and then click Open.
• Select Save As from the File menu, and choose the file type OrgPlus 5.0 Template File (.opxt).
• Save the file in the MyCharts/Templates folder if you want it to automatically appears in the design section of the templates panel.

If you want to save the template as a Box template:

• Delete all boxes in your chart, except for the box that defines the template.
• Select Save As from the File menu and choose the file type OrgPlus 5.0 Template File (.opxt).
• Save the file in your MyCharts/Templates/Box folder. It automatically appears in the box section of the templates panel.

If you want to save the template as a Branch template:

• Create the branch layout structure that you want by always adding child boxes to the left most node in the chart.
• Select Save As from the File menu and choose the file type OrgPlus 5.0 Template File (.opxt).
• Save the file in your MyCharts/Templates/Branch folder. It automatically appears in the branch section of the templates panel.

Note: Select Templates from the View menu to display the templates panel.

Note: Select Apply Template File from the Chart menu to apply a file template to your chart.

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