How to Save Chart Templates?
- Saving New Templates - Loading Saved Templates - Sharing & Deleting Templates Chart Templates - KGI Crusoe platform — What is Included in Each Template?
Published
Topic
Charts & Indicators
Chart Templates let you save your customized chart layout for future use, making it easy to apply the same setup to new Chart modules or Workspaces in the KGI Crusoe platform with just a few clicks, eliminating the need to recreate your layout manually each time.
Table of Contents
What is Included in Each Template?
Saving New Templates
Loading Saved Templates
Sharing & Deleting Templates
What is Included in Each Template?
Chart Templates save nearly all customizations you've made to your charts, including:
Applied Indicators and their saved configurations
All configured Chart Settings
Your selected Chart Style and Interval
Any Crosshair settings you've configured
The size and location of the Databox, if it's enabled on your chart
Please note that Drawing Objects are not included in Chart Templates. They are saved specifically to individual Chart Modules and are bundled as part of your Workspace setup, not the Chart Template.
Saving New Templates
To save your custom setup as a new Chart Template, hover your cursor over the Chart itself and then click the Templates icon that appears.
From the drop-down menu that appears, click + Save Template, and then give your new template a custom name and click Save.
Loading Saved Templates
To apply a saved Chart Template to a Chart module, hover over the chart, click the Templates icon, and select the name of the template you'd like to load. Your chart will instantly update with all the custom settings from that template.
Sharing & Deleting Templates
Clicking the Trashcan icon next to a template's name will delete that template. Note that this action cannot be undone once complete.
Clicking the Share icon next to a template's name allows you to generate a shareable link to your custom Chart Template.
In this menu, you can assign a new name and custom description to your template. You can also choose its visibility setting, making it accessible only to you, available to anyone with the link, or publicly shared as part of the Community Indicators in the Module Templates.
