Content Templates

A content template is a mechanism for automatically populating a content edit form for a given content type. For example, if every article headline starts with Breaking News, you can create a template for articles that includes that text in the headline. Using this template, editors don’t need to type Breaking News every time they create an article.

Types of Content Templates

There are two types of content templates:

  • Default template—These templates populate the content edit form for the underlying content type. For example, if you have a default template for articles, when you create a new article, Brightspot automatically populates the fields using the template.
  • Extra template—These templates are replications of an underlying content type with a different name and with populated fields. For example, you can create an extra template Urgent Article based on articles, and populate the new template’s fields with text. You can then create a new item of type Urgent Article from the Quick Start widget, and Brightspot populates the content edit form with the template’s values.
../../../_images/global-extra.png

Understanding the Hierarchy of Content Templates

You can assign content templates at the site, role, and user levels, and create site-specific versions at the role and user levels. For example, referring to the following diagram, there are seven content templates for articles in the following descending priority:

When this user… Is in this role… Working on this site… The headline field is pre-populated with…
Suzy Any ghosts.com Unbelievable story
Suzy Any Any site other than ghosts.com Amazing story
Any user other than Suzy Editor monsters.com Breaking story
Any user other than Suzy Editor Any site other than monsters.com Fabulous story
Any user other than Suzy Any role other than editor aliens.com Enthralling story
Any user other than Suzy Any role other than editor Any site other than aliens.com True story
Any user other than Suzy Any role other than editor Any site other than aliens.com and no content template defined for the global site (blank)
../../../_images/hierarchy-content-templates.svg

Working with Content Templates

Creating Content Templates

  1. From the Navigation Menu, select Admin > Sites & Settings.

  2. Under Content Templates, click New Content Template. The New Content Template widget appears.

    ../../../_images/new-content-template.png
  3. In the Name field, type a name for the default template.

  4. From the Template drop-down list, select the content type for which you want to create the content template. Tabs and fields appear corresponding to the content type.

  5. In the tabs and fields, enter text and values. When you create a new item with this content template, Brightspot populates the fields with the text and values.

  6. Click Save.

You can apply the new content template as a default for different levels in the content hierarchy.

See also:

Modifying Content Templates

  1. From the Navigation Menu, select Admin > Sites & Settings.
  2. Under Content Templates, select the content template you want to modify. The Edit Content Template widget appears.
  3. Modify the content template as required.
  4. Click Save.

Brightspot saves the changes to the content template. The changes apply to all sites, roles, and users associated with this content template.

Deleting Content Templates

  1. From the Navigation Menu, select Admin > Sites & Settings.
  2. Under Content Templates, select the content template you want to delete. The Edit Content Template widget appears.
  3. Click Archive.
  4. In the confirmation prompt, click OK.

Content Templates at the Site Level

Setting Content Templates at Site Levels

This section describes how to set content templates at the global and site levels. For an explanation of the priority of content templates at various levels, see Understanding the Hierarchy of Content Templates.

  1. Prepare a content template as described in Creating Content Templates.

  2. From the Navigation Menu, select Admin > Sites & Settings.

  3. Under Sites, click Global. The Edit Global widget appears.

  4. Under Main, expand Content Templates.

    ../../../_images/content-templates-global.png
  5. Under Global Defaults, set global content templates by doing the following:

    1. Click add_circle_outline. A selection field appears.
    2. Select the required content template.
    3. Repeat steps a–b to add additional content templates for different content types.
  6. Under Global Extras, set global extra content templates by doing the following:

    1. Click add_circle_outline. A selection field appears.
    2. Select the required content template.
    3. Repeat steps a–b to add additional content templates for different content types.
  7. Under Site Specific Defaults, set site-specific content templates by doing the following:

    1. Click add_circle_outline. A Site Specific Content Templates widget appears.

      ../../../_images/content-templates-site-specific.png

      Site Specific Content Templates Widget

    2. Under Sites, click add_circle_outline. A selection field appears.

    3. Select the site for which you are setting a content template. Repeat to add additional sites.

    4. Under Content Templates, click add_circle_outline. A selection field appears.

    5. Select the content template to associate with the selected site. Repeat to add additional content templates for the selected sites.

  8. Under Site Specific Extras, set site-specific extra content templates by doing the following:

    1. Click add_circle_outline. A Site Specific Content Templates widget appears (similar to the illustration Site Specific Content Templates Widget).
    2. Under Sites, click add_circle_outline. A selection field appears.
    3. Select the site for which you are setting a content template. Repeat to add additional sites.
    4. Under Content Templates, click add_circle_outline. A selection field appears.
    5. Select the content template to associate with the selected site. Repeat to add additional content templates for the selected sites.
  9. Click Save.

Brightspot associates the content templates with the content type at the global or site level. When an editor creates a new item based on the content type for the selected sites, Brightspot populates the content edit form with the associated content template’s text.

Removing Content Templates at the Site Level

  1. From the Navigation Menu, select Admin > Sites & Settings.
  2. Under Sites, click Global. The Edit Global widget appears.
  3. Under Main, expand Content Templates.
  4. Click remove for the content template you want to remove.
  5. Click Save.

Content Templates at the Role Level

This section describes how to work with content templates at the role level. For an explanation of the priority of content templates at various levels, see Understanding the Hierarchy of Content Templates.

Setting Content Templates at the Role Level

You can associate content templates with a role. When an editor associated with the role creates a new item based on the content type, Brightspot populates the content edit form with the associated content template’s text.

  1. Prepare a content template as described in Creating Content Templates.

  2. If necessary, create a new role as described in Creating New Roles.

  3. From the Navigation Menu, select Admin > Users & Roles.

  4. Under Roles, select the role for which you want to create a content template; the Edit Tool Role widget appears.

  5. Under Main, expand Content Templates.

    ../../../_images/content-templates-role.png
  6. Under Global Defaults, set global content templates by doing the following:

    1. Click add_circle_outline. A selection field appears.
    2. Select the required content template.
    3. Repeat steps a–b to add additional content templates for different content types.
  7. Under Global Extras, set global extra content templates by doing the following:

    1. Click add_circle_outline. A selection field appears.
    2. Select the required content template.
    3. Repeat steps a–b to add additional content templates for different content types.
  8. Under Site Specific Defaults, set site-specific content templates by doing the following:

    1. Click add_circle_outline. A Site Specific Content Templates widget appears.

      ../../../_images/content-templates-site-specific.png
    2. Under Sites, click add_circle_outline. A selection field appears.

    3. Select the site for which you are setting a content template. Repeat to add additional sites.

    4. Under Content Templates, click add_circle_outline. A selection field appears.

    5. Select a content template. Repeat to add additional content templates for the selected sites.

  9. Under Site Specific Extras, set site-specific extra content templates by doing the following:

    1. Click add_circle_outline. A Site Specific Content Templates widget appears (similar to the illustration Site Specific Content Templates Widget).
    2. Under Sites, click add_circle_outline. A selection field appears.
    3. Select the site for which you are setting a content template. Repeat to add additional sites.
    4. Under Content Templates, click add_circle_outline. A selection field appears.
    5. Select a content template. Repeat to add additional content templates for the selected sites.
  10. Click Save.

Removing Content Templates at the Role Level

  1. From the Navigation Menu, select Admin > Users & Roles.
  2. Under Roles, click the role from which you want to remove a content template. The Edit Tool Role widget appears.
  3. Under Main, expand Content Templates.
  4. Click remove for the content template you want to remove.
  5. Click Save.

Content Templates at the User Level

This section describes how to work with content templates at the user level. For an explanation of the priority of content templates at various levels, see Understanding the Hierarchy of Content Templates.

Setting Content Templates at the User Level

You can associate content templates with an individual user. When the user creates a new item based on the content type, Brightspot populates the content edit form with the associated content template’s text.

  1. Prepare a content template as described in Creating Content Templates.

  2. If necessary, create a new user as described in Creating Users.

  3. From the Navigation Menu, select Admin > Users & Roles.

  4. Under Users, select the user for which you want to create a content template; the Edit Tool User widget appears.

  5. Under Main, expand Content Templates.

    ../../../_images/content-templates-user.png
  6. Under Global Defaults, set global content templates by doing the following:

    1. Click add_circle_outline. A selection field appears.
    2. Select the required content template.
    3. Repeat steps a–b to add additional content templates for different content types.
  7. Under Global Extras, set global extra content templates by doing the following:

    1. Click add_circle_outline. A selection field appears.
    2. Select the required content template.
    3. Repeat steps a–b to add additional content templates for different content types.
  8. Under Site Specific Defaults, set site-specific content templates by doing the following:

    1. Click add_circle_outline. A Site Specific Content Templates widget appears.

      ../../../_images/content-templates-site-specific.png
    2. Under Sites, click add_circle_outline. A selection field appears.

    3. Select the site for which you are setting a content template. Repeat to add additional sites.

    4. Under Content Templates, click add_circle_outline. A selection field appears.

    5. Select a content template. Repeat to add additional content templates for the selected sites.

  9. Under Site Specific Extras, set site-specific extra content templates by doing the following:

    1. Click add_circle_outline. A Site Specific Content Templates widget appears (similar to the illustration Site Specific Content Templates Widget).
    2. Under Sites, click add_circle_outline. A selection field appears.
    3. Select the site for which you are setting a content template. Repeat to add additional sites.
    4. Under Content Templates, click add_circle_outline. A selection field appears.
    5. Select a content template. Repeat to add additional content templates for the selected sites.
  10. Click Save.

Removing Content Templates at the User Level

  1. From the Navigation Menu, select Admin > Users & Roles.
  2. Under Users, click the user from which you want to remove a content template. The Edit Tool User widget appears.
  3. Under Main, expand Content Templates.
  4. Click remove for the content template you want to remove.
  5. Click Save.