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If the permission is granted, users can save charts they create as Templates. Global Templates can be used by other users. Private Templates can only be used by the template creator.

CreatingGlobalTemplates.mp4

Aura divider
summaryLearn More About Each Template
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Table of Contents
Aura divider
summarySteps to Create Templates
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

With Custom Charts in “Edit” mode, in the bottom left corner, click Save current chart as template

In the Save Template options pop-up, select a Template Type

Anchorglobaltemplateglobaltemplate
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Template Types

  • Global template: Can only be created and edited by users with the Global Template Administrator permission. Only visible to users with the Global Template Viewer permission

Anchorprivateprivate

  • Private template: Only visible to the single user who creates the Private Template

Aura divider
summarySteps to Create Templates
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

Steps to Create Templates

  1. With Custom Charts in “Edit” mode, in the bottom left corner, click Save current chart as template

  2. In the Save Template options pop-up, select a Template Type

  3. In the text box, give your template a name

  4. Click Save template

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Aura divider
summaryAura Divider
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

Aura inline button
summaryYouTube Tutorials
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
Aura inline button
summaryContact Support
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
Aura inline button
summaryMarketplace Listing
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