The Templates module in Max Insight allows users to create and manage predefined templates for dashboard visualizations. This section outlines how to create a new template.
Step 1: Navigating to the Templates Section
- In the left-hand menu, click on Templates under the Settings section.
- If no templates exist, a message will appear stating, "It looks like you don’t have any templates yet..."
Step 2: Starting a New Template
- Navigate to Templates from the left-hand menu.
- Click Create Template to begin designing a new dashboard.
- The system will open a blank template with a message:
"Start with a widget or panel" - Choose between:
- Add Widget – Insert a single visualization or component.
- Add Panel – Create a collection of widgets within a panel layout.
Step 3: Adding Widgets or Panels
- Clicking Add Widget or Add Panel opens a widget selection menu on the right as shown below:
- Available options include:
- Panel – A collection of widgets.
- Button – Adds interactive buttons to the dashboard.
- Tabs – Organizes content into tabbed sections.
- Gauges – Various styles (Label, Linear, Circular, Status) to display live data values.
- Charts – Line charts, bar charts, and XY plots for data visualization.
- Tables – Standard and advanced tables to display structured data.
- Drag and drop widgets or panels onto the template workspace.
- Configure each widget’s data source, formatting, and behavior.
- Resize and arrange widgets as needed.
- Refer to the article Widget Layout to finish creating the template.
- Save the Dashboard Template after creation.
- Use the search bar at the top to quickly find a specific widget.
Step 4: Saving the Template
- After designing the template, click the Save icon at the top-right corner.
- Enter a Template Name and confirm the save.
Step 5: Accessing the Newly Created Template
- Click on the left-hand panel to select Settings page.
- Clicking on the Templates option will display all the templates created by you on the screen as below:
- Click the three-dot menu (⋮) on the template’s card to open the options menu.
- The following actions are available:
- Open in new tab – Opens the template in a separate tab for viewing/editing.
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Share – Allows sharing the template with other users.
- A Template can be shared privately or publicly as shown below:
- Save will allow to save the settings.
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- Make a copy – Duplicates the template for modification or backup.
- Remove – Deletes the template from the system.