Support and Documentation

How to make a custom content edit form
  1. From the Navigation Menu, expand Admin, and select Users & Roles..

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

  3. In the Name field, type a name for the form.

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

    • None—The customized content form is the default for all roles to which it is assigned.

    • Global—The customized content form is the global default for all roles, replacing the one automatically generated by Brightspot.

  5. From the Accesses 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 the placement of widgets on the content edit form (described below).

  7. To add a new tab to the form, do the following:

    1. Under Visible Items, click |mi-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 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.

    2. In the Name field, type a name for the tab.

    3. From the Access list, and using the table 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, do the following:

      1. Click the field. A form appears.

      2. In the Name field, type a name for the field.

      3. From the Access list, and using the table Access options table 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.

      2. In the Name field, type a name for the group.

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

      4. From the Fields list, 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 list, select one of the placement options.

  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 or role-site combination; for details, see Assigning custom content edit forms to a role.

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

Table 6. 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.