Customizing site widgets

You can customize the appearance of the Edit Global, New Site, or Edit Site widgets to show or hide tabs and fields, rename labels associated with the fields, and restrict fields to read-only.

Creating custom site widgets

This section describes how to create a custom site widget that overrides the Edit Global, New Site, or Edit Site widgets.

Note

Custom site widgets override the standard widgets that all users see when editing a site. If you want to design a site widget for a particular role or role-site combination, contact your Brightspot representative.

To create a custom site widget:

  1. From the Navigation menu, select Admin > Users & Roles. The Content Forms widget appears on the left side of the page.

    ../../../_images/content-forms-widget.png
  2. From the drop-down list, do one of the following:

    • Select Global to customize the Edit Global widget.
    • Select Site to customize the New Site and Edit Site widgets.
  3. Click New. The New Content Form widget appears.

    ../../../_images/new-content-edit-form.png
  4. In the Name field, type a name for the widget.

  5. From the Scope list, select Global. (This setting overrides the default site widget with the custom site widget.)

  6. From the Accesses list, select read or write access for all tabs and fields on the widget. (This setting applies to the entire widget; you can override this setting at the tab and field levels in the following steps.)

  7. Show, hide, and reorder items by doing the following:

    • Hide a visible tab by dragging it to the Hidden Items list. (Don’t hide tabs containing fields that are required in the default site widget.)
    • Show a hidden tab by dragging it to the Visible Items list.
    • Reorder the visible tabs by dragging them to the required position.
  8. To add a new tab to the widget, do the following:

    1. Under Visible Items, click add_circle_outline and select Tab. A Tab form appears.
    2. In the Name field, type a name for the tab.
    3. From the Access list, and using the table Access options as a reference, select one of the access options.
    4. Repeat steps a–c to add additional tabs.
  9. To customize a tab and its fields, do the following:

    1. Click the tab field to expand it. A form appears.

      ../../../_images/content-form-tab-open.png
    2. In the Name field, type a name for the tab.

    3. From the Access list, and using the table Access options as a reference, select one of the access options.

    4. To hide a visible field, drag it to the Hidden Items list. (Don’t hide a field that is required in the default site widget.)

    5. To show a hidden field, drag it to the Visible Items list.

    6. To reorder visible items, drag them to the required position.

    7. To change a field’s name or access level, do the following:

      1. Click the field. A form appears.

        ../../../_images/content-form-customize-field.png
      2. In the Name field, type a name for the field.

      3. From the Access list, and using the table Access options as a reference, select one of the access options.

    8. Group fields within the tab by doing the following:

      1. Under Clusters, click Add Group. A Group form appears.

        ../../../_images/content-form-add-group.png
      2. In the Name field, type a name for the group.

      3. From the Access list, and using the table Access options as a reference, select one of the access options.

      4. From the Fields list, drag fields into the group and in the desired order.

  10. Click Save.

Brightspot saves the custom site widget, and the widget appears in the Content Forms widget. In addition, administrators use this widget when configuring the Global site or other sites.

Modifying custom site widgets

To modify a custom site widget:

  1. From the Navigation menu, select Admin > Users & Roles. The Content Forms widget appears on the left side of the page.
  2. Click the widget you want to modify. Brightspot displays the widget’s settings in the Edit Content Form widget.
  3. Modify the widget; see Creating custom site widgets for details.
  4. Click Save.

Deleting custom site widgets

When you delete a custom site widget, Brightspot displays the default Edit Global, New Site, or Edit Site widgets.

To delete a custom site widget:

  1. From the Navigation menu, select Admin > Users & Roles. The Content Forms widget appears on the left side of the page.
  2. Click the widget you want to delete. The Edit Content Form widget appears.
  3. At the bottom of the widget, click Delete Permanently.

See also: