Fact Sheet Shape Templates

Introduction

You can assign specific custom shapes and colors to represent fact sheet types and subtypes to align them with your organization’s visual standards. These custom configurations are saved as templates and can be accessed in the diagram editor. When you add fact sheets to a free draw or data flow diagram, the custom shapes from the selected template are automatically used to represent the fact sheets.

By default, you have the following pre-defined shape templates:

• SAP LeanIX Default: This follows SAP LeanIX’s default visual representation standard for fact sheet shape and colors.
• Archimate 3.2: This follows the Archimate 3.2 visual standard to represent fact sheets.

Template Permissions

By default, admins have full permissions for fact sheet shape templates. As an admin, you can adjust template permissions for non-admin roles. For each role, you can define whether users can view, create, delete, and modify templates. To learn more about role-based permissions and how to modify them, see Role-Based Permissions.

Creating Custom Shape Templates

Users with the appropriate permission can create custom templates in the template editor by either starting from scratch and assigning custom shapes and colors to fact sheet types or modifying the existing or default templates and saving them as new.

To create a fact sheet template, do the following:

1. Go to the Diagrams tab and select Fact Sheet Shape Templates from the left-side panel.
2. Click + New Template to create a new template from scratch, or choose an existing one and click Edit to modify. This opens the template editor.
3. Select and add the required shapes from the left side panel onto the canvas.
4. Select the added shape and assign it to a fact sheet type using the Fact Sheet Type drop-down menu on the right-side panel.
5. If the fact sheet type has subtypes, a Subtype drop-down menu will also appear. Select the subtype as needed.
6. Adjust the color, style, and shape as needed from the format panel on the right.
7. Repeat the steps for other shapes and fact sheet types.
8. Click Save As at the top, enter a name for your template, and click Save.

While creating the template, if you do not assign a custom shape to a fact sheet type, the default SAP LeanIX shape will be used to represent it in the diagrams.

When you assign a shape to a fact sheet type, that shape is automatically applied to its subtypes unless you specify different shapes for them. However, assigning shapes to subtypes does not automatically apply them to the parent type if the parent type does not have a shape assigned.

You can also assign multiple shapes to the same fact sheet type. This allows users to switch between different shape variants for the fact sheet when creating a diagram.

Setting a Template as Default

Admins can designate any template as the default. This ensures that the preferred shape template automatically appears as the default choice while working in the diagram editor.

To set a template as the default, do the following:

1. In the Diagrams tab, select Fact Sheet Shape Templates from the left-side panel.
2. Click the three-dot menu at the bottom of the desired template and select Set as Default.

Using the Shape Templates

All shape templates are available for use in both free draw and data flow diagrams. A template set as default by the admin appears as the default choice in the Fact Sheet Shape Template drop-down list on the right-side panel of the diagram editor.

You can choose any template from this drop-down list for the current diagram. When you add fact sheets in the diagram editor, the shapes from the selected template are automatically used to represent the fact sheets.

In the template, if multiple shapes are assigned to a fact sheet type, then you can select between the available variants in the diagram editor. To choose a variant shape, select the fact sheet on the canvas and choose the desired variant from the Variant drop-down list.

You can also change a fact sheet's shape to one from a different template. To do this, select the fact sheet on the canvas and choose the desired template from the Fact Sheet Shape Template drop-down list. However, you can only change the shape of fact sheets individually; selecting and changing multiple fact sheets at once is not supported.