User level (creating/editing): Site Owner; Site Administrator
User level (using): Site Owner; Site Administrator; Site Editor; Site Author; Site Contributor
Notes for the templates doc page:
- Template information:
- templates use content subtypes
- templates are not dynamic
- the layout of a template is fixed
- widgets placed into a template cannot be removed; they can be configured
- new widgets cannot be added
- How to create/edit a template
- How to use a template to make pages
- As a Site Editor, Author, Contributor
- As a Site Owner, Admin - how to break out of a template
Templates allow site admins to define the layout and widget placement for a designated class of pages. This ensures that site editors and authors only write and edit content within the template, and cannot make changes to page layout.
Templates are created in the Manage Content > Templates screen. When creating a template, the first thing you need to decide is which Content Subtype, the template (and subsequently, the pages created from the template) will belong to. Once you are on the template creation screen:
- give the template a title (in the 'Title' text field)
- the template can then be setup in the same way that a page is created: select Layout; place the widgets you want to use in each page region
Once you have saved the edits, the template can be used to create pages (Manage Content > Content screen > 'Add new content': choose the template from the list of templates at the top of the screen).
Things to note about using templates
Template description and guidance
Once you have created your template, it is recommended that you re-enter the edit mode (Manage Content > Templates screen > 'Edit' button next to the template description field) and add a description and guidance notes (in the 'Template' tab) for content editors who will use the template. We realise it is not the most user-friendly action, to create the template, then re-enter the edit mode to add guidance notes, and we have an item in our team's backlog to move the description and guidance text fields to the initial template editing screens to improve the user experience of setting up templates.
Template usage and editing (according to user role)
All user roles can use templates to create pages (Site Authors can only make content using templates). Information about which users can create and edit templates is in the 'User roles' section of the https://oxfordmosaic.web.ox.ac.uk/documentation/users page.
Site owners and administrators editing pages created from templates can opt to 'break out' of the template (in the page's edit mode). Once this is done, the page can be edited just like any page created from scratch.
Limitations of templates
Templates are not dynamic - if a page is created from a template then the template is edited, the changes to the template are not reflected in the page that has already been created. Creating a page from a template operates by creating a copy of the template in its current state.
On pages created from templates, the widgets are fixed - the widgets cannot be removed but they can be configured using the widget configuration options. New widgets cannot be added to pages created from templates.