Support and Documentation

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 Editorial role.

Hierarchy of custom content edit forms

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 an editor's role or role-site combination. Referring to the following diagram, when creating a new article—

  • An editor not assigned to any role sees the form's default version with four fields.

  • An editor assigned to the role Contributor sees the version with three fields.

  • An editor assigned to the role Contributor and working on the site aliens.com sees the version with two fields.

Default and custom content edit forms
Figure 67. Default and custom content edit forms


The following sections describe how to create custom content edit forms and then assign them to roles and role-site combinations.

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 widgets or fields depending on a user's role, or if you want to make some widgets or fields read-only. For example, for articles, you can have one version of the content edit form without the Overrides widget for your users in the reporter role, and another version of the form that includes the Overrides widget for your SEO administrators.

Procedure. To create a custom content edit form:
  1. From the Navigation Menu, select Users & Roles.. The Content Forms widget appears on the left side of the page.

    content-forms-widget.png
  2. From the list, 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.

    new-content-edit-form.png
  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.

      content-form-tab-open.png
    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.

        content-form-customize-field.png
      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.

        content-form-add-group.png
      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.

      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 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 18. 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
Procedure. To modify a custom content edit form:
  1. From the Navigation Menu, select Sites & Settings. The Content Forms widget appears on the left side of the page.

  2. Select 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.

  4. Click Save.

Deleting custom content edit forms
Procedure. To delete a custom content edit form:
  1. From the Navigation Menu, select Sites & Settings. The Content Forms widget appears on the left side of the page.

  2. Select the form you want to delete. The Edit Content Form widget appears.

  3. At the bottom of the widget, click Delete Permanently.

Assigning custom content edit forms to a role
Procedure. To assign a custom content edit form to a role or role-site combination:
  1. From the Navigation Menu, select Users & Roles. The Roles widget appears on the left side of the page.

  2. Select the role to which you want to assign the form. The Edit Tool Role widget appears.

  3. To assign a custom content edit form to a role, do the following:

    1. From the Types list, select All Except. A form appears with Excluded Types and Restricted Types.

      types-all-except.png
    2. Skip to step 7.

  4. To assign a custom content edit form to a role-site combination, under Site Specific Permissions, click |mi-add_circle_outline|. A form appears.

    site-specific-content-edit-form.png
  5. From the Sites list, select the sites with which you want to associate the custom content edit form.

  6. From the Types list, select All Except. A form appears with Excluded Types and Restricted Types.

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

    content-form.png
  8. From the Types list, select a content type.

  9. From the Form list, select the customized content edit form associated with the content type you selected in step 8. (If your select Default, the role sees the default content edit form for the 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.