Support and Documentation

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 do not 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 UrgentArticle 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.

    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, in the diagram below, there are seven content templates for articles listed by descending priority:

When this user…

Is in this role…

Working on this site…

The headline field is pre-populated with…

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)

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

aliens.com

Enthralling story

Any user other than Suzy

Editor

Any site other than monsters.com

Fabulous story

Any user other than Suzy

Editor

monsters.com

Breaking story

Suzy

Any

Any site other than ghosts.com

Amazing story

Suzy

Any

ghosts.com

Unbelievable story

hierarchy-content-templates.svg
Working with content templates
Creating content templates
Procedure. 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.

Modifying content templates
Procedure. 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.

Archiving content templates
Procedure. To archive a content template:
  1. From the Navigation Menu, select Admin > Content Templates.

  2. Under Content Templates, select the content template you want to archive. The Edit Content Template widget appears.

  3. At the bottom of the widget, click Archive. A confirmation message appears.

  4. Click OK.

  5. To delete the content template permanently, in the editorial toolbar, click |mi-settings|, and then click Delete Permanently.

  6. 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.

Procedure. To associate a content template at the site level:
  1. Prepare a content template as described in Creating content templates.

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

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

  4. Under Main, expand Content Templates.

    content-templates-global.png
  5. 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.

  6. 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.

  7. 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 35. 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. 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.

  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
Procedure. 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.

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.

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.

Procedure. To set a content template at the role level:
  1. Prepare a content template as described in Creating content templates.

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

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

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

  5. Expand Content Templates.

    content-templates-role.png
  6. 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.

  7. 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.

  8. 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.

  9. 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.

  10. Click Save.

Removing content templates at the role level
Procedure. To remove a content template at the role level:
  1. From the Navigation Menu, 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. Expand Content Templates.

  4. Click |mi-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 the user level, 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.

Procedure. To set a content template at the user level:
  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 Users & Roles.

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

  5. Expand Content Templates.

    content-templates-user.png
  6. 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.

  7. 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.

  8. 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.

  9. 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.

  10. Click Save.

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
Procedure. To remove a content template at the user level:
  1. From the Navigation Menu, 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.