Change the Color Template in a Project

You can update a project’s color template while in Administrate or while in Design Reports. Importing a color template from the library will overwrite the existing colors for the project.

1: How It Works

When you import a new color template from the Global Templates library:

• The current project settings are replaced.

• Any color placeholders or categories you’ve added are removed.

• Items connected to removed placeholders and/or categories keep their color. However, the color is now fixed and not linked.

Important: Importing a new color template cannot be undone. Be sure to export your existing color template first if you want to preserve your changes.

2: Editing a Color Template in a Project

You can make changes to a color template in a specific project without affecting the template in the library. You can update the colors, tags, a number of colors, sort order, etc. in the project.

2.1: Editing the Color Template from Administrate

To edit the color template while in the Administrate area:

1. Select your project while in the Administrate area.

2. Select Project Settings. Then select Layouts and Formats. Select Color templates.

   

3. Edit the color template just as you would in the Global Template library.

   To edit a color, simply click the corresponding color icon and edit the color in the color picker that appears.

   Use the Comment text field to include any desired information.

   Note: Any changes you make here apply only to the project, not to the library version of the template.

4. Select Save when you are satisfied with your changes.

2.2: Editing the Color Template from Design Reports

You can also access the color template while in Design Reports.

1. Open a StoryTeller or Form report.

2. From the left-side menu, select Settings. Then select Colors....

   

3. The Color Template modal displays.

4. Edit the color template just as you would in the Global Template library.

   To edit a color, simply click the corresponding color icon and edit the color in the color picker that appears.

   Use the Comment text field to include any desired information.

   Note: Any changes you make here apply only to the project, not to the library version of the template.

5. Select Save when you are satisfied with your changes.

3: Exporting a Color Template to the Library

If you've made updates to a project-level color template that you'd like to reuse, you can export the color template to the Global Template Library.

To export:

1. From the Color Template p, select Export color template.

2. The Export to Color Template library modal displays.

3. You can either :

   • Replace an existing Color template: Select the template to replace from the drop-down menu.

     

   • Export as new Color template: Provide a name for the new template in the Template name text field.

     

4. Click Export.