Visual project templates

Templates provide standardized, pre-formatted examples of visual projects (visual reports and dashboards). They are reusable components that facilitate the design process.

Visual project designers might use templates for a visual project as the entry-point into their project development process.

Templates help developers avoid repetitive development and promote effective reuse strategies. For example, if an enterprise has multiple visual dashboards that connect to a particular data source, rather than defining the connection properties in multiple visual dashboards, you could create a single template with the required connection. The new visual dashboards that you create can be based on this one template.

There are three template types for visual projects:

  • Predefined
  • Local
  • Repository

Predefined templates

Predefined templates are included with QMF for Workstation.

The layout of predefined templates cannot be changed.

Currently there is a single predefined default template included with QMF for Workstation. The name of the default predefined template is Blank. The Blank template contains no structural elements.

Predefined templates provide a base-level functionality for a yet to be built business function. For example, you can use a predefined template as the basis for a connecting to a data source, running a standard set of queries or a customized set of charts and tables, connected with lists or other data driven controls.

Local templates

Local templates are those that have been created for your organization and saved locally.

Each template contains predefined content (such as company logos, standardized text, frequent graphical layouts).

The templates are listed by category for organizational purposes.

Typically, local templates are used by individual developers for their own purposes. Visual projects saved as local templates can not be shared via repository services.

Repository templates

Repository templates are those that have been created for your organization and saved in a shared repository.

Each template contains predefined content (such as company logos, standardized text, frequent graphical layouts).

The templates are listed by category for organizational purposes.

Users can edit the structural content of repository templates to suit their needs.

Typically, repository templates are used by multiple developers. Visual projects saved as repository templates are made available to multiple developers through repository services.