A template contains the configuration of an entire chart window. Applying it to a new window (or to an existing one), window current configuration will be IRREVERSIBLY replaced by template. The result will be a chart window (almost) identical to the one where the template was created.
By applying a template to a window, you avoid setting properties and indicators on new chart window again, making the configuration operation practically instantaneous
Creating a template means making a copy of almost all settings of a chart window. Settings/objects such as drawing tools are not saved in the template
Template is independent of the window owner instrument. If you create a template from a window containing the ES (S&P 500) chart, you can apply the template to any other window. The owner instrument of the second window will remain unchanged. Only settings and indicators will change.
To clone a chart window entirely, you can use clone function instead of applying a template
Save a Template #
To save a template, follow these steps:
1. Go to chart window you want to create the template for
2. Right click on chart window > Template > Save as
or from Charts toolbar > press the arrow to the right of Templates button > and select Save as
or from the Workspace main menu bar > select Format > Templates > Save as
3. You can decide whether to create a new template by defining its name or to overwrite an existing template
4. Press OK button
Apply a Template #
To apply a template to a chart window, follow these steps:
1. Go to chart window where you want to apply the template
2. Right Click on chart window > Template > Apply
or from Charts toolbar > press the arrow to the right of Templates button > and select Apply
or from the Workspace main menu bar > select Format > Templates > Apply
3. Select the template and press OK button
Manage your Templates #
From Template Manager window, you can:
- Rename or Delete a template.
- Import / Export a template.
You can rename or delete a template from template manager window.
To access template manager window:
2. Right Click on chart window > Template > Manage
or from Charts toolbar > press the arrow to the right of Templates button > and select Manage
or from the Workspace main menu bar > select Format > Templates > Manage
