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Desktop Client: How to customize the activity box that it can be selected from the toolbar (VSM)

Customizing the shape in the library (on the Toolbox toolbar), if necessary:

  1. AFTER you have adjusted the data sets (etc.) that you want to have, click to open the Shape Library shape-library.png

  2. Select the shape to customize, click Edit, and edit the characteristics you want to customize, including clicking Properties if you want to set a certain "Data Set" for a Lean VSM shape:

    create-template.png

    (Creating (and disseminating) a template)

  3. You can save as a template the file that has the settings, look-and-feel, shapes, etc. that you want. Go to the file menu, choose Save As, and choose iGrafx template format save-as.png

  4. Use 'Symbol' button and the 'Fields' tab in the shape properties when editing the shape library. change-symbol.png