Default Dashboard Template

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Default templates are now available for dashboards created in Development. Support for dashboards created in Reporting is to be supported.

Introduction

Default dashboard templates ensure every new canvas dashboard in your organization starts with approved layouts, styling, and components.

Benefits:

• Enforce standards: All dashboards automatically follow your design guidelines and brand identity
• Save time: Team members skip setup and start building with a ready-to-use structure
• Onboard faster: New members create professional dashboards on day one

How to set a default template

Admins can configure a default template in either GUI or Code in Development environment.

Step 1: Create your template

Create a template from an existing dashboard that has your desired layout and theme:

1. Open the dashboard you want to use as a template
2. Save it as a new template

The template will be saved as a .page.tpl.aml file in library > dashboard_templates with this syntax:

    @template(
        title='Sales Template',   
        description='',             // optional
        thumbnail=''                // optional, leaving it blank uses Holistics's default thumbnail
    )
    Dashboard sales_template {      // dashboard structure included in the template 
    }

Step 2: Set as default

Once your template is created, set it as the default for all new dashboards.

• GUI: Go to Project Settings > Dashboard Settings > Default template and select your template from the dropdown

• Code: Update the settings.aml file in your Development > settings folder:

    ProjectSettings project_settings {
        dashboard {
            default_template: template_name
        }
    }

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Currently, reused blocks and extend function in templates become independent copies when you create dashboards in Reporting. Support for preserving these connections will be added in a future release.