Embark on a seamless journey of customizing your Planning Heart Individuals expertise. Prepared your self to discover the intricacies of template modification, delving into the depths of this highly effective platform. With just some easy steps, you possibly can rework the appear and feel of your on-line neighborhood, tailoring it to your distinctive wants and preferences.
The fantastic thing about Planning Heart Individuals lies in its flexibility, permitting you to effortlessly change between varied templates. Whether or not you search a contemporary and smooth design or a extra conventional strategy, the platform empowers you to search out the proper complement to your group’s id. Transitioning between templates is a simple course of that may be accomplished in a matter of minutes, granting you the liberty to experiment and uncover the template that resonates most strongly along with your congregation.
As you embark on this transformative journey, do not forget that every template affords a definite assortment of customizable components. Embrace the chance to personalize these components, together with colours, fonts, and pictures. By harmonizing these design selections along with your group’s branding, you possibly can create a cohesive on-line presence that displays your mission and values. Unleash your creativity and let your template metamorphosis encourage connection, engagement, and progress inside your neighborhood.
Choosing the “Edit Template” Choice
To edit a template inside Planning Heart Individuals, find the template you want to modify inside the template library. As soon as discovered, hover over the template and choose the “Edit Template” choice that seems.
Accessing the Template Editor
Upon deciding on “Edit Template,” Planning Heart Individuals will open the template editor, the place you possibly can customise varied facets of the template, together with its identify, description, classes, and settings. Enhancing a template entails making modifications to those components primarily based in your particular wants and preferences.
Enhancing Template Parts
The template editor offers a user-friendly interface that permits you to edit the next components:
| Factor | Description |
|---|---|
| Identify | Change the template’s identify for simple identification |
| Description | Present a short description of the template’s goal and use |
| Classes | Assign classes to arrange and group the template for simple sorting and retrieval |
| Settings | Configure varied settings associated to the template’s performance, comparable to visibility and permissions |
Customizing the Template
As soon as you have chosen a template, you possibly can customise it to suit your particular wants. Listed here are a couple of ideas:
- **Add or take away fields:** You possibly can add or take away fields out of your template by clicking the “Edit” button within the prime proper nook of the template preview. This may open the template editor, the place you possibly can drag and drop fields onto your template.
- **Change the order of fields:** You possibly can change the order of fields by dragging and dropping them on the template preview.
- **Change the looks of fields:** You possibly can change the looks of fields by clicking the “Type” tab within the template editor. Right here, you possibly can change the font, dimension, and coloration of fields, in addition to add borders and backgrounds.
- Edit superior CSS: In case you’re snug with CSS, you possibly can edit the superior CSS of your template to make much more modifications. To do that, click on the “Superior” tab within the template editor after which click on the “Edit CSS” button. This may open a CSS editor the place you may make modifications to the CSS of your template.
| Factor | CSS Property |
|---|---|
| Discipline label | label { font-size: 14px; coloration: #333; } |
| Discipline enter | enter { width: 300px; top: 25px; padding: 4px; border: 1px stable #ccc; } |
| Button | button { background-color: #444; coloration: #fff; padding: 10px 20px; } |
Saving the Template
Upon getting made your modifications to the template, you will need to save them in order that they can be utilized sooner or later. To avoid wasting the template, click on on the “Save” button on the prime of the web page. A pop-up window will seem asking you to verify that you simply wish to save the modifications. Click on on the “Save” button once more to verify. The template will probably be saved and can be utilized once more by clicking on the “Use Template” button.
Saving a Template for Sharing
If you wish to share your template with others, it can save you it as a file. To do that, click on on the “Export” button on the prime of the web page. A pop-up window will seem asking you to decide on a format for the file. Select the “CSV” format, which is a comma-separated worth file that may be opened in a spreadsheet program comparable to Microsoft Excel or Google Sheets. Click on on the “Export” button once more to save lots of the file.
Importing a Saved Template
When you’ve got a template that you simply wish to import, click on on the “Import” button on the prime of the web page. A pop-up window will seem asking you to decide on a file to import. Navigate to the situation of the file in your laptop and click on on the “Open” button. The template will probably be imported and can be utilized once more by clicking on the “Use Template” button.
Customizing the Template
Upon getting imported a template, you possibly can customise it to suit your wants. To do that, click on on the “Edit” button on the prime of the web page. A pop-up window will seem permitting you to make modifications to the template. You possibly can add or take away fields, change the order of the fields, and alter the labels for the fields. Click on on the “Save” button to save lots of your modifications.
Sharing the Template
If you wish to share your template with others, you possibly can click on on the “Share” button on the prime of the web page. A pop-up window will seem permitting you to enter the e-mail addresses of the folks you wish to share the template with. Click on on the “Share” button once more to ship the e-mail. The folks you share the template with will obtain an e-mail with a hyperlink to the template. They’ll click on on the hyperlink to open the template and use it in their very own types.
Making use of the Template to a Group
To use a template to a gaggle, observe these steps:
- Navigate to the “Teams” tab in Planning Heart Individuals.
- Click on on the group you wish to edit.
- Within the “Settings” part, click on on “Edit Group Particulars”.
- Scroll all the way down to the “Template” part.
- Click on on the dropdown menu and choose the template you wish to apply.
- Click on on the “Save” button.
The template will now be utilized to the group. All new members added to the group will routinely be assigned the roles and permissions outlined within the template.
Customizing the Template
You possibly can customise the template to suit the precise wants of your group by following these steps:
- Navigate to the “Templates” tab in Planning Heart Individuals.
- Click on on the template you wish to edit.
- Within the “Template Settings” part, make the specified modifications to the roles and permissions.
- Click on on the “Save” button.
The template will now be up to date along with your modifications. Any new teams which might be created utilizing this template will inherit the up to date roles and permissions.
| Function | Permissions |
|---|---|
| Administrator | Full entry to all group settings and member data. |
| Member | Can view group data and take part in group discussions. |
| Visitor | Can view group data however can not take part in group discussions. |
Updating the Template
To replace an current template, observe these steps:
- Navigate to the “Individuals” module in Planning Heart On-line.
- Within the left-hand menu, click on “Templates.”
- Find the template you wish to replace and click on “Edit.”
- Make the specified modifications to the template, comparable to including or eradicating fields or altering subject labels.
- Click on “Save” to use the modifications.
Deleting a Template
To delete a template, observe these steps:
- Navigate to the “Individuals” module in Planning Heart On-line.
- Within the left-hand menu, click on “Templates.”
- Find the template you wish to delete and click on the “Delete” button.
- Verify the deletion by clicking “OK.”
Import & Export Templates
You possibly can import and export templates to share with different church buildings or organizations. To import a template, click on the “Import Template” button within the “Templates” tab. To export a template, click on the “Export Template” button.
You possibly can export templates in two codecs: JSON and XML. JSON is the advisable format for exporting templates. XML was the unique export format and remains to be supported for backward compatibility.
| Format | Description |
|---|---|
| JSON | JSON (JavaScript Object Notation) is a light-weight data-interchange format that’s straightforward to learn and write. JSON is the advisable format for exporting templates as a result of it’s extra compact and simpler to parse than XML. |
| XML | XML (Extensible Markup Language) is a markup language that’s used to encode information in a structured format. XML was the unique export format for templates and remains to be supported for backward compatibility. Nevertheless, JSON is the advisable format for brand new templates. |
Deleting a Template
To completely take away a template out of your account, observe these steps:
- Within the navigation bar, click on Individuals.
- Within the left-hand menu, click on Templates.
- Discover the template you wish to delete and click on on its identify to open it.
- Click on the Settings button situated on the top-right nook of the web page.
- Scroll all the way down to the underside of the settings panel and click on Delete Template.
- Verify the deletion by clicking OK.
- The template is now completely deleted out of your account.
Further Data
While you delete a template, it is going to not be obtainable to be used in any new types. Nevertheless, any current types that had been created utilizing the deleted template won’t be affected.
If it’s essential get better a deleted template, contact Planning Heart Buyer Assist.
| Merchandise | Description |
|---|---|
| Settings Button | This button offers entry to varied settings for the template, together with the flexibility to delete it. |
| Delete Template Button | This button initiates the deletion course of for the template. |
How To Change Template In Planning Heart Individuals
To alter the template for an individual in Planning Heart Individuals, observe these steps:
- Click on on the “Individuals” tab within the prime navigation bar.
- Seek for the particular person you wish to edit.
- Click on on the particular person’s identify.
- Scroll all the way down to the “Template” part.
- Choose the brand new template you wish to use from the dropdown menu.
- Click on “Save”.
Individuals Additionally Ask About How To Change Template In Planning Heart Individuals
How do I create a brand new template in Planning Heart Individuals?
To create a brand new template in Planning Heart Individuals, observe these steps:
- Click on on the “Settings” tab within the prime navigation bar.
- Choose “Templates” from the left-hand menu.
- Click on on the “Create Template” button.
- Enter a reputation and outline in your new template.
- Choose the fields you wish to embrace in your template.
- Click on “Save”.
How do I delete a template in Planning Heart Individuals?
To delete a template in Planning Heart Individuals, observe these steps:
- Click on on the “Settings” tab within the prime navigation bar.
- Choose “Templates” from the left-hand menu.
- Hover over the template you wish to delete.
- Click on on the “Delete” button.
- Verify that you simply wish to delete the template.
Can I share a template with different customers?
Sure, you possibly can share a template with different customers by clicking on the “Share” button within the template’s settings.
