Topics

Content templates


In This Guide

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 Urgent Article 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.
    Types of content templates.png

Content template hierarchy

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
Content Template Hierarchy.png


Creating a content template

  1. Click menu > Admin > Content Templates.
  2. Under Content Templates, click New Content Template. The New Content Template widget appears.
    Content Templates create.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 a content template

To modify a content template:

  1. Click menu > 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 a content template

To archive a content template:

  1. Click menu > 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 settings, and then click Delete Permanently.
  6. Click OK.

Setting a site-level content template

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.

To associate a content template at the site level:

  1. Prepare a content template as described in Creating content templates.
  2. Click menu > Admin > 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 Template at site level.png
  5. Under Global Defaults, set global content templates by doing the following:

    1. Click 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 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 add_circle_outline. A Site Specific Content Templates widget appears.

      Content Template site specific configuration.png
      Site-specific content templates widget

    2. Under Sites, click 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 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 add_circle_outline. A Site Specific Content Templates widget appears.
    2. Under Sites, click 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 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 a site-level content template

To remove a content template at the site level:

  1. Click menu > 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.

Setting a role-level content template

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.

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. Click menu > Admin > 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 Template at the Role Level.png

  6. Under Global Defaults, set global content templates by doing the following:

    1. Click 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 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 add_circle_outline. A Site Specific Content Templates widget appears.

      Content Type Role-level Config.png

    2. Under Sites, click 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 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 add_circle_outline. A Site Specific Content Templates widget appears
    2. Under Sites, click 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 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 a role-level content template

To remove a content template at the role level:

  1. Click menu > Admin > 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, click more_horiz > CMS. A widget appears.
  4. Expand Content Templates.
  5. Click remove for the content template you want to remove.
  6. Click Save.

Setting a user-level content template

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.

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. Click menu > Admin > 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 Template at User Level.png

  6. Under Global Defaults, set global content templates by doing the following:

    1. Click 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 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 add_circle_outline. A Site Specific Content Templates widget appears.
    2. Under Sites, click 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 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 add_circle_outline. A Site Specific Content Templates widget appears.
    2. Under Sites, click 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 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 a user-level content template

To modify content templates at the user level:

  1. Click menu > 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 a user-level content template

How to remove a content template at the user level:

  1. Click menu > Admin > 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 remove for the content template you want to remove.
  5. Click Save.