Indicator Templates

Indicator templates are supported with standard licenses only.

Indicators have a number of property settings that you can use to customize the appearance of the portlet. You can save these settings in an indicator template and easily apply them to other indicator portlets. Templates are stored as a text file, typically in the server \DI\Solution\webdata\<diveport>\portlet-data\indicator-portlet\templates\<indicator_type>\ directory.

NOTE: The following procedure describes how to create an indicator template from an existing portlet, but you can add one as part of the portlet creation as well.

  1. Open the Edit Indicator Portlet Closeddialog box.

    1. Browse to the page that contains the portlet that you want to edit.

    2. On the DivePort toolbar, click Edit to unlock the page and enable edit mode.

    3. Right-click the portlet that you want to edit, and then on the context menu, click Edit.

    Example of the Edit indicator portlet dialog box showing default property values, and the location of the new optiopn.

  2. Edit the property values the way you want.

  3. To the right of the Template box, click New.

    The New Indicator Template Closeddialog box opens.

    New indicator template dialog box.

  4. In the Template box, enter a name for the template.

    NOTE: You cannot change the Indicator Type in this dialog box.

  5. If you want to save fixed numbers that are included in the portlet instance, select Move fixed numbers into the template.

    This maintains property values that are manually entered as opposed to dimensional values that are determined by the marker.

  6. Click OK.

    The next time that you add that type of indicator portlet, the new template appears as an option in the Template list.

  7. On the DivePort toolbar, click Save to exit edit mode and lock the page.

When you add an indicator portlet, you can apply an indicator template.

  1. In DivePort, browse to the page where you want to add the portlet.

  2. On the DivePort toolbar, click Edit to unlock the page and enable edit mode.

    The Edit menu item is replaced with edit tools, including a page context menu chevron.

  3. On the toolbar, click the chevron.
  4. On the page context menu, click Add a Portlet.

  1. On the Add Portlet list, double-click Indicator Portlet.

    The Edit Indicator Portlet and Select an Indicator Type dialog boxes open.

  2. Double-click an indicator Type.

  3. On the Edit Indicator Portlet Closeddialog box, select a Template from the list.

    Part of an edit indicator portlet dialog box showing the location of the template option.

  4. Make other edits to the dialog box as needed, and then click OK.
  5. On the toolbar, click Save to exit edit mode and lock the page.

  1. Open the Edit Indicator Portlet Closeddialog box.

    1. Browse to the page that contains the portlet that you want to edit.

    2. On the DivePort toolbar, click Edit to unlock the page and enable edit mode.

    3. Right-click the portlet that you want to edit, and then on the context menu, click Edit.

    Verify that the template that you want to change appears in the Template box.

    Example of an Edit indicator portlet dialog box, showing the Active Cases template selected and the location of the edit option.

  2. Click Edit.

    The Edit Indicator Template Closeddialog box for the selected indicator opens.

    An example of the edit indicator template dialog box for a template called active cases.

    NOTE: You cannot change the Indicator Type of Template name in this dialog box.

  3. Change the property Values as you like.

  4. Click OK.

  5. On the DivePort toolbar, click Save to exit edit mode and lock the page.

  1. Open the Edit Indicator Portlet dialog box.

    1. Browse to the page that contains the portlet that you want to edit.

    2. On the DivePort toolbar, click Edit to unlock the page and enable edit mode.

    3. Right-click the portlet that you want to edit, and then on the context menu, click Edit.

    Verify that the template that you want to change appears in the Template Closedbox.

    Example of an Edit indicator template dialog box showing a template called active cases and the location of the delete template option.

  2. Click Delete Template.

    A confirmation message appears:

    Are you sure that you want to delete this template? If you click Yes, all other Indicator Portlets using this template will be set to have no template.

  3. Click Yes, delete it.

    The Edit Indicator Portlet dialog box shows that the Template is set to None.

    The Edit Indicator Portlet dialog box showing a template of none.

    NOTE: Property Values that were set by the template do not revert to the default values. Verify that the Values are set the way that you want.

  4. Click OK to close the Edit Indicator Portlet dialog box.
  5. On the DivePort toolbar, click Save to exit edit mode and lock the page.

NOTE: Gauge indicators and image indicators have built-in templates. ClosedExample.

Edit indicator portlet, gauge type showing a list of built-in templates.

See also: