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 Search Panel, and Brightspot populates the content edit form with the template’s values.
../../../_images/global-extra.svg

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

Content Templates at the Site Level

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

Creating Content Templates at the Site Level

When you create a content template at the site level, every new item associated with the site has its content edit form populated with the associated content template’s text. You can create a content template for the global site (which cascades down to all other sites), and you can create site-specific content templates.

  1. From the Navigation Menu, select Admin > Sites & Settings. The Sites & Settings widget appears on the left side of the page.

  2. In the Sites & Settings widget, click Global; the Edit CMS widget appears.

    ../../../_images/content-templates-tab-site.png
  3. In the Content Templates tab, create a default template for the global site by doing the following:

    1. In the Global Defaults field, click Add Item. A selection field appears.

    2. Click the selection field. The Add to Global Defaults widget appears.

      ../../../_images/global-defaults-widget.png
    3. Click New Content Template. The New Content Template form appears.

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

    5. 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.

    6. 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.

    7. In the Save widget, click Save.

    8. Click Back to Add to Global Defaults. You return to the Add to Global Defaults widget.

    9. Click the content template you created; Brightspot adds the content template to the list of templates.

    10. Close the Add to Global Defaults widget. You return to the Edit CMS widget.

  4. Create an extra template for the global site by doing the following:

    1. In the Global Extras field, click Add Item. A selection field appears.
    2. Click the selection field. The Add to Global Extras widget appears.
    3. Follow steps 3.c–3.g to create a new extra template.
    4. Click Back to Add to Global Extras. You return to the Add to Global Extras widget.
    5. Click the extra template you created, and close the Add to Global Extras widget. You return to the Edit CMS widget.
  5. Create a site-specific default template or extra template for the site by doing the following:

    1. If necessary, create a new site as described in Creating Sites.

    2. In the Site Specific Defaults or Site Specific Extras field, click Add Site Specific Content Templates. A Site Specific Content Templates field appears.

      ../../../_images/content-templates-site-specific.png
    3. From the Sites drop-down list, select the sites to which the content template applies.

    4. In the Content Templates field, click Add Item. A selection field appears.

    5. Click the selection field. The Add to Site Specific Defaults or Add to Site Specific Extras widget appears.

    6. Click an existing content template, or follow steps 3.c–3.i to create a new content template.

    7. Close the Add to Site Specific Defaults or Add to Site Specific Extras widget. You return to the Edit CMS widget.

  6. Click Save.

Brightspot associates the content template with the site. When a user creates a new item for the site, Brightspot populates the content edit form with the associated content template’s text and values.

Modifying Content Templates at the Site Level

  1. From the Navigation Menu, select Admin > Sites & Settings. The Sites & Settings widget appears on the left side of the page.
  2. In the Sites & Settings widget, click Global. The Edit CMS widget appears.
  3. In the Content Templates tab, click Edit for the content template you want to modify. The Edit Content Template form appears.
  4. Modify the content template as required.
  5. Click Save.

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

Removing Content Templates at the Site Level

  1. From the Navigation Menu, select Admin > Sites & Settings. The Sites & Settings widget appears on the left side of the page.
  2. In the Sites & Settings widget, click Global. The Edit CMS widget appears.
  3. In the Content Templates tab, click Remove for the content template you want to remove from the site.
  4. 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 the role level, see Understanding the Hierarchy of Content Templates.

Creating Content Templates at the Role Level

When you create a content template at the role level, every user assigned to that role who creates an item sees the content edit form populated with the associated content template’s text.

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

  2. From the Navigation Menu, select Admin > Users & Roles. The Roles widget appears on the left side of the page.

  3. In the Roles widget, click the role for which you want to create a content template; the Edit Tool Role widget appears.

    ../../../_images/content-templates-tab.png
  4. In the Content Templates tab, create a default template for the role by doing the following:

    1. In the Global Defaults field, click Add Item. A selection field appears.

    2. Click the selection field. The Add to Global Defaults widget appears.

      ../../../_images/global-defaults-widget.png
    3. Click an existing template, or follow steps 3.c–3.i in the section Creating Content Templates at the Site Level to create a new template.

    4. Close the Add to Global Defaults widget. You return to the Edit Tool Role widget.

  5. Create an extra template for the role by doing the following:

    1. In the Global Extras field, click Add Item. A selection field appears.
    2. Click the selection field. The Add to Global Extras widget appears.
    3. Click an existing template, or follow steps 3.c–3.i in the section Creating Content Templates at the Site Level to create a new template.
    4. Close the Add to Global Extras widget. You return to the Edit Tool Role widget.
  6. To create a site-specific default template or extra template for the role, do the following:

    1. If necessary, create a new site as described in Creating Sites.
    2. In the Site Specific Defaults or Site Specific Extras field, click Add Site Specific Content Templates. A Site Specific Content Templates field appears.
    3. From the Sites drop-down list, select the sites to which the template applies.
    4. In the Content Templates field, click Add Item. A selection field appears.
    5. Click the selection field. The Add to Site Specific Defaults or Add to Site Specific Extras widget appears.
    6. Click an existing template, or follow steps 3.c–3.i in the section Creating Content Templates at the Site Level to create a new template.
    7. Close the Add to Site Specific Defaults or Add to Site Specific Extras widget. You return to the Edit Tool Role widget.
  7. Click Save.

Brightspot associates the content template with the role. When a user assigned to the role creates a new item, Brightspot populates the content edit form with the associated template’s text and values.

Modifying Content Templates at the Role Level

  1. From the Navigation Menu, select Admin > Users & Roles. The Roles widget appears on the left side of the page.
  2. In the Roles widget, click the role for which you want to modify content templates. The Edit Tool Role widget appears.
  3. In the Content Templates tab, click Edit for the content template you want to modify. The Edit Content Template form appears.
  4. Modify the template as required.
  5. Click Save.
  6. Click Back to return to the Edit Tool Role widget.

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

Removing Content Templates at the Role Level

  1. From the Navigation Menu, select Admin > Users & Roles. The Roles widget appears on the left side of the page.
  2. In the Roles widget, click the role from which you want to remove a content template. The Edit Tool Role widget appears.
  3. In the Content Templates tab, click Remove for the content template you want to remove from the role.
  4. 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 the user level, see Understanding the Hierarchy of Content Templates.

Creating Content Templates at the User Level

With user-level content templates, when creating a new item, the user sees the content edit form populated with the associated content template’s text.

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

  2. From the Navigation Menu, select Admin > Users & Roles. The Users widget appears on the left side of the page.

  3. In the Users widget, click the user for which you want to create a content template; the Edit Tool User widget appears.

    ../../../_images/content-templates-tab-user.png
  4. In the Content Templates tab, create a default template for the user by doing the following:

    1. In the Global Defaults field, click Add Item. A selection field appears.

    2. Click the selection field. The Add to Global Defaults widget appears.

      ../../../_images/global-defaults-widget.png
    3. Click an existing template, or follow steps 3.c–3.i in the section Creating Content Templates at the Site Level to create a new template.

    4. Close the Add to Global Defaults widget. You return to the Edit Tool User widget.

  5. Create an extra template for the role by doing the following:

    1. In the Global Extras field, click Add Item. A selection field appears.
    2. Click the selection field. The Add to Global Extras widget appears.
    3. Click an existing template, or follow steps 3.c–3.i in the section Creating Content Templates at the Site Level to create a new template.
    4. Close the Add to Global Extras widget. You return to the Edit Tool User widget.
  6. To create a site-specific default template or extra template for this role, do the following:

    1. If necessary, create a new site as described in Creating Sites.
    2. In the Site Specific Defaults or Site Specific Extras field, click Add Site Specific Content Templates. A Site Specific Content Templates field appears.
    3. From the Sites drop-down list, select the sites to which the template applies.
    4. In the Content Templates field, click Add Item. A selection field appears.
    5. Click the selection field. The Add to Site Specific Defaults or Add to Site Specific Extras widget appears.
    6. Click an existing template, or follow steps 3.c–3.i in the section Creating Content Templates at the Site Level to create a new template.
    7. Close the Add to Site Specific Defaults or Add to Site Specific Extras widget. You return to the Edit Tool Role widget.
  7. Click Save.

Brightspot associates the content template with the user. When the user creates a new item, Brightspot populates the content edit form with the associated template’s text and values.

Modifying Content Templates at the User Level

  1. From the Navigation Menu, select Admin > Users & Roles. The Users widget appears on the left side of the page.
  2. In the Users widget, click the user for which you want to modify content templates. The Edit Tool User widget appears.
  3. In the Content Templates tab, click Edit for the content template you want to modify. The Edit Content Template form appears.
  4. Modify the template as required.
  5. Click Save.
  6. Click Back to return to the Edit Tool User widget.

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

Removing Content Templates at the User Level

  1. From the Navigation Menu, select Admin > Users & Roles. The Users widget appears on the left side of the page.
  2. In the Users widget, click the user from which you want to remove a content template. The Edit Tool User widget appears.
  3. In the Content Templates tab, click Remove for the content template you want to remove from the user.
  4. Click Save.

Deleting Content Templates

  1. From the Navigation Menu, select Admin > Users & Roles. The Users widget appears on the left side of the page.
  2. In the Users widget, click any user. The Edit Tool User widget appears.
  3. In the Content Templates tab, if the template you want to delete does not appear, add it to the user by doing the following (otherwise skip to step 4):
    1. Under Global Defaults, click Add Item. A selection field appears.
    2. Click the selection field. The Add to Global Defaults widget appears.
    3. In the list of content templates, click the template you want to delete. Brightspot adds the content template to the user’s list of content templates.
    4. Close the Add to Global Defaults widget. You return to the Edit Tool User widget.
  4. Click Edit for the content template you want to delete. The Edit Content Template form appears.
  5. In the Save widget, click Archive.
  6. In the confirmation prompt, click OK. Brightspot archives the content template and removes it from all sites, roles, and users. You can restore the content template at a later time.
  7. To permanently delete the content template, without the possibility of restoring it, click Delete Permanently and in the confirmation prompt, click OK.