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dglux5_wiki:workspace_and_workflow:projects_and_files:create_template [2018/08/31 18:50]
dglux5_wiki:workspace_and_workflow:projects_and_files:create_template [2021/09/20 14:51] (current)
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 +{{indexmenu_n>​3}}
  
 +====== Create a Template ======
 +Templates allows you to create projects with common pages (''​.dg5''​ files), [[dglux5_wiki:​workspace_and_workflow:​panels_and_menus:​widget_palette|widget libraries]],​ and [[dglux5_wiki:​workspace_and_workflow:​panels_and_menus:​favorites_popup|favorites]]. Because a template has ''​.dg5''​ files, templates also let you share [[dglux5_wiki:​widgets_and_property_inspector:​home|components]],​ [[dglux5_wiki:​widgets_and_property_inspector:​property_inspector:​home|properties]],​ [[dglux5_wiki:​workspace_and_workflow:​projects_and_files:​project_directories#​assets|assets]],​ and [[dglux5_wiki:​dataflow:​home|dataflow]] across projects.
 +
 +To create a new template:
 +  - [[dglux5_wiki:​workspace_and_workflow:​projects_and_files:​create_project|Create]] ​ or [[dglux5_wiki:​workspace_and_workflow:​projects_and_files:​open_project|open]] a project.
 +  - Customize the project in any of the following ways:
 +    * [[dglux5_wiki:​workspace_and_workflow:​projects_and_files:​create_project|Create]] or [[dglux5_wiki:​workspace_and_workflow:​projects_and_files:​import_dg5|import]] any [[dglux5_wiki:​workspace_and_workflow:​projects_and_files:​about_dg5|pages]] (''​.dg5''​ files) that you want to appear in the template.
 +    * Create or import any [[dglux5_wiki:​workspace_and_workflow:​panels_and_menus:​widget_palette|widget libraries]] for which you want the [[dglux5_wiki:​widgets_and_property_inspector:​essentials:​home|widgets]] and [[dglux5_wiki:​workspace_and_workflow:​panels_and_menus:​favorites_popup|favorites]] to appear in the template.
 +    * Delete any [[dglux5_wiki:​workspace_and_workflow:​projects_and_files:​about_dg5|pages]],​ [[dglux5_wiki:​widgets_and_property_inspector:​essentials:​home|components]],​ [[dglux5_wiki:​widgets_and_property_inspector:​property_inspector:​home|properties]],​ [[dglux5_wiki:​workspace_and_workflow:​projects_and_files:​project_directories#​assets|assets]], ​ [[dglux5_wiki:​workspace_and_workflow:​panels_and_menus:​widget_palette|libraries]],​ or [[dglux5_wiki:​workspace_and_workflow:​panels_and_menus:​favorites_popup|favorites]] that you don't want to retain in the template.
 +    * Set [[dglux5_wiki:​workspace_and_workflow:​grid_and_snapping:​home|Snapping]] preferences.
 +  - <​WRAP>​Select **Project** > **Project Properties**.
 +
 +{{:​dglux5_wiki:​workspace_and_workflow:​dglux5_create_template_1.png?​direct|}}</​WRAP>​
 +  - In the Project Properties dialog box, select **Template**.
 +  - For **Who has access**, either select **Anyone who has link can view**, or enter usernames and click {{:​dglux5_wiki:​67_icn-pi-add.png?​nolink|}} **Add** after each username, to add users who can view or edit this project.
 +  - <​WRAP>​Click **Save**.
 +
 +{{:​dglux5_wiki:​workspace_and_workflow:​dglux5_create_template_2.png?​direct|}}
 +
 +The project is saved as a template that can be used by all users who have access to the project.</​WRAP>​
 +
 +----
 +
 +<WRAP left>​[[dglux5_wiki:​workspace_and_workflow:​projects_and_files:​use_template|Previous:​ Use a Template]]</​WRAP>​
 +<WRAP right>​[[dglux5_wiki:​workspace_and_workflow:​projects_and_files:​open_project|Next:​ Open a Project]]</​WRAP>​