Support and Documentation

Content templates
How to create a content template
  1. From the Navigation Menu, select Admin > Content Templates.

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

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

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

  5. In the widgets 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.

How to modify a content template
  1. From the Navigation Menu, select Admin > Content Templates.

  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.

Setting content templates
How to set a content template at the site level
  1. From the Navigation Menu, expand Admin, and select Sites & Settings.

  2. Under Sites, click the site with which you want to associate the content template. The Edit Global or Edit Site widget appears.

  3. Under Main, expand Content Templates.

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

    1. Click |mi-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.

  5. Under Global Extras, set global extra content templates by doing the following:

    1. Click |mi-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 Site Specific Defaults, set site-specific content templates by doing the following:

    1. Click |mi-add_circle_outline|. A Site Specific Content Templates widget appears.

      Site-specific content templates widget
      Figure 240. Site-specific content templates widget


    2. Under Sites, click |mi-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 |mi-add_circle_outline|. A selection field appears.

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

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

    1. Click |mi-add_circle_outline|. A Site Specific Content Templates widget appears (similar to the illustration Site-specific content templates widget).

    2. Under Sites, click |mi-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 |mi-add_circle_outline|. A selection field appears.

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

  8. 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.

How to set a content template 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. From the Navigation Menu, expand Admin, and select Users & Roles.

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

  3. Expand Content Templates.

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

    1. Click |mi-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.

  5. Under Global Extras, set global extra content templates by doing the following:

    1. Click |mi-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 Site Specific Defaults, set site-specific content templates by doing the following:

    1. Click |mi-add_circle_outline|. A Site Specific Content Templates widget appears.

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

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

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

    1. Click |mi-add_circle_outline|. A Site Specific Content Templates widget appears (similar to the illustration Site-specific content templates widget).

    2. Under Sites, click |mi-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 |mi-add_circle_outline|. A selection field appears.

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

  8. Click Save.

How to set a content template 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. From the Navigation Menu, expand Admin, and select Users & Roles.

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

  3. Expand Content Templates.

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

    1. Click |mi-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.

  5. Under Global Extras, set global extra content templates by doing the following:

    1. Click |mi-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 Site Specific Defaults, set site-specific content templates by doing the following:

    1. Click |mi-add_circle_outline|. A Site Specific Content Templates widget appears.

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

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

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

    1. Click |mi-add_circle_outline|. A Site Specific Content Templates widget appears (similar to the illustration Site-specific content templates widget).

    2. Under Sites, click |mi-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 |mi-add_circle_outline|. A selection field appears.

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

  8. Click Save.

Removing content templates
How to remove a content template at the site level
  1. From the Navigation Menu, select Admin > Sites & Settings.

  2. In the Sites 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.

How to remove a content template at the role level
  1. From the Navigation Menu, expand Admin, and select Users & Roles. The Roles widget appears on the left side of the page.

  2. In the Roles widget, select the role from which you want to remove a content template. The Edit Tool Role widget appears.

  3. Toward the right of the widget, select |mi-more_horiz|> CMS. A widget appears.

  4. Expand Content Templates.

  5. Click |mi-remove| for the content template you want to remove.

  6. Click Save.

How to remove a content template at the user level
  1. From the Navigation Menu, expand Admin, and select 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. Expand Content Templates.

  4. Click |mi-remove| for the content template you want to remove.

  5. Click Save.