Custom Content Edit Forms

You can create custom Content Edit Forms and assign them to role-site combinations. For example, you can assign a content edit form so that the form applies to either all sites or to specific sites that are accessible to the Contributor role.

Creating Custom Content Edit Forms

You can create a customized content edit form for a particular content type, and then assign the form to a role or role-site combination. This feature is useful when you want to show or hide certain tabs or fields depending on a user’s role, or if you want to make some tabs or fields read-only. For example, for articles, you can have one version of the content edit form without the Overrides tab for your users in the reporter role, and another version of the form that includes the Overrides tab for your SEO admin users.

  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, select the type of content for which you want to create a customized content edit form, and then click New. The New Content Form widget appears.

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

  4. From the Scope drop-down list, select one of the following:

    • None—The content form is turned off in any role on which it is set, and the default content form is used instead.
    • Global—The content form is used in any role on which it is set (instead of the default content form).

    If you set Global, the name of the content form appears in the Create drop-down list in the Search Panel and in the Quick Start widget.

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

  6. 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 content edit form.)
    • Show a hidden tab by dragging it to the Visible Items list.
    • Reorder the visible tabs by dragging them to the required position.
    • Change placement of widgets on the content edit form (described below).
  7. To add a new tab to the form, do the following:

    1. Click add_circle_outline and select Tab. A new Tab form appears.
    2. In the Name field, type a name for the tab.
    3. From the Access drop-down list, and using Access Options Table as a reference, select one of the access options.
    4. Repeat steps a–c to add additional tabs.
  8. To customize a tab and its fields, do the following:

    1. Click the tab field to expand it. A form appears with the tab’s name, access level, and fields.

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

    3. From the Access drop-down list, and using Access Options Table 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 content edit form.)

    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, click the field to display an editable form.

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

      1. Click Add Group. A Group form appears.
      2. In the Name field, type a name for the group.
      3. From the Access drop-down list, and using Access Options Table as a reference, select one of the access options.
      4. From the field listed on the Group form, drag fields into the group and in the desired order.
  9. To change the placement of a widget on the content edit form:

    1. Click the widget field to expand it.

    2. From the Placement drop-down list, select one of the placement options.

      ../../../_images/widget-placement-dropdown.png
  10. Click Save.

Brightspot saves the custom content edit form, and the form appears in the Content Forms widget. You can assign the form to a role; for details, see Assigning Custom Content Edit Forms to a Role.

The following table describes the access options at the tab and field level.

Access Options Table
Access Option Tab level Group level Field level
Inherited Fields in the tab have the same read and write access as the default form for the content type. Fields in the group have the same read and write access as the containing tab. Field has the same read and write access as the containing group or tab.
Read Only Fields in the tab have read-only access. Fields in the group have read-only access. Field has read-only access.
Read & Write Fields in the tab have read and write access. Fields in the group have read and write access. Field has read and write access.

Modifying Custom Content Edit Forms

  1. From the Navigation Menu, select Admin > Users & Roles. The Content Forms widget appears on the left side of the page.
  2. Click the form you want to modify. Brightspot displays the form in the Edit Content Form widget.
  3. Modify the form; see Creating Custom Content Edit Forms for details.

Deleting Custom Content Edit Forms

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

Assigning Custom Content Edit Forms to a Role

Brightspot generates default Content Edit Forms based on the fields in the underlying content type. For example, if an article has fields for headline, author, body, and image, the default content edit form for articles displays those four fields. Whenever you create a new article, you see the default content edit form.

You can display different versions of content edit forms based on a user’s role or role-site combination. Referring to the following diagram, when creating a new article—

  • A user not assigned to any role sees the form’s default version with four fields.
  • A user assigned to the role Contributor sees the version with three fields.
  • A user assigned to the role Contributor and working on the site aliens.com sees the version with two fields.
../../../_images/content-edit-form-hierarchy.svg
  1. From the Navigation Menu, select Admin > Users & Roles. The Roles widget appears on the left side of the page.

    ../../../_images/roles-widget.png
  2. Click the role to which you want to assign the form. The Edit Tool Role widget appears.

    You can assign custom content forms globally, which applies to all sites for the role. You can also assign content forms to specific sites for the role.

  3. To assign globally, under Main, click Types and select All Except. A form appears with Excluded Types and Restricted Types. Skip to step 7.

  4. To assign by site, under Main, under Site Specific Permissions, click add_circle_outline. A form appears.

    ../../../_images/site-specific-content-edit-form.png
  5. Under Sites, click add_circle_outline, and use the selection Field to add a site. Repeat for additional sites.

  6. Click Types and select All Except. A form appears with Excluded Types and Restricted Types.

  7. In Restricted Types, click add_circle_outline and select Content Type. A form appears.

    ../../../_images/content-form.png
  8. Click in the Type field and select a content type.

  9. Click in the Form field and set a customized content form that applies to your selected content type.

    If you keep the Default setting, the out-of-the-box content form is used for your selected content type.

  10. To restrict additional content types that apply to all sites, repeat steps 7–9.

  11. To restrict additional content types for specific sites, repeat steps 4–10.

  12. Click Save.