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Creating a Template

Templates are created using the Easy Templating wizard which converts a PX page that has already been created.

It is recommended that the template contains common features required on each page e.g. a logo, outside temperature, navigation buttons, etc. It is also recommended that you create multiple folders to store all the operator views, common views, control program or any images used on the pages.

The px pages are stored in the Niagara file structure but linked to the element where the view has been attached. For more details about creating px pages and datapoint configuration refer to the Niagara documentation.

IMPORTENT

It is recommended that you create a set of libraries with unique graphics or templates.

Example: If you are creating an AHU template, then select the required graphics and template for the AHU template. Keeping the graphics and template in the library reduces the manual engineering required to when using the template.

To create a new template

  1. Create the px page from which the template is to be created.
  2. Select Tools > New Easy Template. The New Easy Template window is displayed.

  3. Click Next.

  4. Select the required Template type.

    Following template type allows you to choose the popup view on the template, which is linked to the px page while creating the template.

  5.  

    Pop View on Template Type

    Description

    No Popup

    If user select No Popup option, then even though the popup linked to the px page, this option removes popup binding from the px page.

    Standard Popup

    If user select Standard Popup option, then the popup which is linked to the px, set Point List View as a default view for the popup, while creating the template.

    Custom Popup

     

    If user select Custom Popup option, then the popup which is linked to the px. set user defined view as a default view for the popup, while creating the template.

  6.  In the px file box click directory containing the px page on which the template is to be based and select the px page and click Save.
  7. Click Next, the wizard changes.

  8. Enter the template’s name in the Name field.

    NOTE

    If you enter a template name, which already exists in the selected library folder in step "4 of 6" window, a warning will be displayed in step "5 of 6" window.

  9. Click Next, the wizard changes.

  10. To create a new library, select the Create a new library folder option, enter the name of the library in the Name fields and click Next. The wizard changes.

    NOTE

    If you enter an existing library name, a warning is displayed — enter the unique library folder name.

    Or

    To update an existing library, select the Select an existing library folder option, enter the name of the library in the Name search field, select the library from the search result and click Next, the wizard changes.

  11. To create a new folder, select the Creating a new destination folder option, enter the folder name in the Folder field, and click Next. The wizard changes.

    NOTE

    • If you want to create subfolder inside the destination folder. After entering the destination folder name, enter divider symbol (/) and then enter the subfolder name. Also, you can create multilevel subfolder by entering divider symbol (/) after subfolder and entering the next level subfolder.

    • After creating the template. Go to Easy Templating Palette and open the library to verify the subfolder.

    • If you enter an existing destination folder name, a warning note will be displayed — enter unique destination folder name.

    Or

    To update an existing folder, select Select an existing destination folder option, enter the existing destination folder name in the in Name search field, select the destination folder from the search result and click Next. The wizard changes.

    All the libraries are saved in the destination folder and the wizard changes.

  12. To copy the path, click (copy path icon). This helps you locate the path of the template. It also allows you to share the location with other engineers.

    Once copied you can paste it into windows explorer to access the library folder in windows explorer.

    If you want to continue and create more templates, select Create another.

  13. Click Finish.

    The template will be created. If the Create another option was selected the New Easy Template wizard will take you to the step "3 of 7" window, enter the new template name and repeat the process.

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