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Overview

If you have a specific component that you want to reuse on multiple screens, you can make it a Template, then add it to a new or existing palette.

Making a Template

  1. On a screen, add components from a palette to create a desired layout.
  2. Set all the style options you require. We recommend that you use shared styles when designing a layout that you want to add to a palette.
  3. Right-click the outermost component for the layout and select 
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  4. In the repository, right-click the component name.
  5. From the context popup menu, select Copy as a Template.
  6. PhixFlow opens a new property pane. This is a copy of the original component, with the Advanced → Template property ticked. It is saved in the Template section of the repository. 
  7. Edit the name to reflect that this component is now a template.
  8. To add a template to a palette, in the repository open the desired palette. Drag the tab into the workspace to show the tab for the palette and template side-by-side.
  9. Drag the template into the desired group of the palette.
  10. The template is now ready as a reusable item that can be dragged from your palette to a screen.

You can add your own components to the palettes provided by Phixflow. Alternatively, you can keep your custom components on your own palettes; see Creating or Changing a Palette.

Managing Templates 

To successfully move a palette to a different PhixFlow instance, you must include all its templates and styles in the export. Consider adding your styles, templates and associated palette to a package, to ensure they are all included in an export; see Package for how to add items to a package.

To perform the export click the Administration menu options Export Full Configuration or Open Export Pane to include the templates and styles in your package; see Export Configuration  and Import Configuration.