The Quadrants Template Generator allows administrators to quickly create quadrant templates and/or library item collections using pre-built Squivr frameworks.
Instead of manually building templates and boxes one at a time, the Template Generator provides structured starting points for common strategic analysis models.
Overview
The Template Generator can create:
Recipe Templates: Full Quadrant configurations (Template + Boxes)
Library Templates: Prebuilt sets of reusable Library Items
This tool is ideal for quickly deploying standardized frameworks across your organization.
Where to Access the Template Generator
Navigate to the Quadrants Configuration tab
Open the Template Generator section
Select the type of template you want to generate
Available Template Types
Recipe Templates (Full Configurations)
Recipe Templates generate a complete Quadrant template, including all required boxes.
Available examples include:
SWOT Analysis
Strengths
Weaknesses
Opportunities
Threats
PEST Analysis
Political
Economic
Social
Technological
Competitive Landscape
Primary Competitors
Secondary Competitors
Advantages
Risks
Customer Landscape
Strategic Priorities
Goals
Pain Points
KPIs
Business Health & Buying Behavior
Revenue Health
Margin Trends
Recipe Templates create:
A Quadrant Configuration record
Associated Box definitions
Default styling and sort order
Library Templates (Item Collections)
Library Templates generate standardized Library Items only (no template structure).
These are useful when:
You already have a Quadrant template
You want to add structured starter content
Available examples include:
SWOT Starter Library
Competitive Landscape Starter Library
Customer Landscape Starter Library
PEST Analysis Starter Library
Business Health & Buying Behavior Library
How to Use the Template Generator
1. Select Template Type
Open the Template Generator
Choose either:
Recipe Template
Library Template
2. Preview the Template
After selecting a template, you will see a preview displayed in a flat table format.
The preview shows:
Configuration name (for recipe templates)
Boxes (if applicable)
Library items (if included)
This allows you to review what will be created before generating it.
3. Select or Deselect Items
The generator allows selective inclusion using checkboxes:
Deselect individual items you do not want created
Deselect entire parent rows to remove dependent children
Important:
If you deselect a parent configuration, all dependent boxes and items are automatically deselected.
4. Generate
Click Generate
The system creates:
Quadrant Configuration (if Recipe Template)
Boxes (if Recipe Template)
Library Items (if included)
You can then edit any generated records like normal configuration records.
Best Practices
Use the Template Generator to establish standardized frameworks before broad rollout
Review and adjust naming conventions to match your organization’s terminology
Keep Type Keys consistent and clearly documented
Avoid generating duplicate templates with similar names
Troubleshooting
Generated template does not appear in component picklist
Confirm the template is marked Active
Refresh the Lightning App Builder page
Library items are not appearing in boxes
Confirm Type Keys match exactly (case-sensitive)
Confirm Library Items are Active
Confirm user has read access to library objects