Save as Component Template

Component Templates allow you to save customized dashboard components for reuse across dashboards. This feature streamlines the design process by preserving your styling and configuration choices, so you don’t have to start from scratch each time.

The Save as Component Template option appears in the Data Exploration Buttons when you select a component on the dashboard. This button lets you instantly save the selected component as a reusable template, including its current style settings—such as colors, labels, size, and formatting.

What Are Component Templates?

Component Templates are pre-configured versions of dashboard components (like charts or grouped visuals) saved for reuse. They replace the older Visual Gallery feature and provide a more efficient way to build dashboards with consistent design elements.

Templates can include:

• UI customizations (e.g., inner diameter, color, labels)

• Grouped components

• Optional thumbnail images

How to Save a Component Template

There are three ways to create a component template in Wyn Enterprise:

1. Using the Save Button in Data Exploration

1. Select a component on the dashboard.

2. Click the Save as Component Template button from the data exploration buttons.

3. In the popup, enter a name, optionally upload a thumbnail image, and add a comment.

4. Click OK.

The template will now appear under Component Templates in the dashboard toolbox and in Resource Portal > Document Types > Other.

2. Save a Grouped Template

1. Select multiple components by holding Ctrl and clicking each one.

2. Right-click and choose Group.

3. Click the Save as Component Template button that appears on the grouped component.

4. Complete the same steps as above to save the template.

3. Import from Admin Portal

Administrators can import existing component templates using the Admin Portal. Refer to the Importing Documents guide for more information.

Using a Component Template

To add a saved component template:

1. Open the Dashboard Designer.

2. Drag a template from the Component Templates section of the toolbox onto your dashboard.

Managing Component Templates

You can manage templates from Resource Portal > Document Types > Component Template using the right-click context menu:

• Assign Categories: Organize templates into categories.

• Rename: Edit the template name in the Info panel.

• Delete: Permanently remove a template.

• Download: Save the template locally as a .viz file.

Exporting Component Templates

To export component templates for use in another Wyn instance, use the Export option in the Admin Portal. See the Exporting Documents help article for more information.