4.1.6.2.1. Manage a template

When creating a node in eXo Platform, you must set its properties. Thus, each node needs to have a form to enter data for their properties (called the Dialog template), and display the existing values (called the View template). The template management allows users to view, delete and modify the predefined templates or to add a new template.

Add a new template

  1. Click Content Presentation --> Manage Templates.

  2. Click the Add button in the Manage Templates form to open the Template Form.

  3. Select the template type from the Name drop-down menu.

  4. Specify a name for the template in the Label field. It is required.

  5. Select the is Document Template checkbox if you want your created template to become a template for a document.

  6. Click next to the Permission field to open the Select Permission dialog. It is required.

    • Select the group from the left pane and the membership from the right pane;

    • Or, you can set permissions for everyone by clicking next to Any Permission.

  7. Optionally, select the Dialog tab and enter the value in the Dialog Content field.

  8. Optionally, select the View tab and enter the value in the View Content field.

  9. Optionally, select the CSS tab and enter the value in the CSS Content field.

  10. Click Save to create the template.

Edit a template

  1. Click Content Presentation --> Manage Templates.

  2. Click in the Action column, corresponding to the template you want to edit.

  3. Make changes on the values of each tab, including:

    • In the Template tab, you can edit the label of the template.

    • In the Dialog tab, you can do the followings:

      Add a dialog

      i. Input content for this dialog in the Content field.

      ii. Input the name for this dialog that is required.

      iii. Select permissions for a group that can use this dialog that is required.

      Edit an existing dialog

      i. Click in the dialog row you want to edit.

      ii. Edit the dialog properties.

      iii. Click Save to accept all changes in the Dialog tab.

      Delete an existing dialog

      i. Click trash can in the dialog row you want to edit.

      ii. Click OK to accept your deletion.

      Note

      You cannot delete the default dialog. You must create a new one before you can delete the current default dialog.

    • In the View tab, you can do the followings:

      Add a view

      i. Enter content into the Content field.

      ii. Input name for this view that is required.

      iii. Select permissions for a group that can use this view that is required.

      Edit an existing view

      i. Click in the Actions column, corresponding to the view you want to edit.

      ii. Edit the view properties.

      iii. Click Save to accept all changes in the View tab.

      Note

      You cannot change the view name.

      If you click is Enable Version checkbox, this view automatically increments one version after you have clicked Save. It is displayed at Version column in the View tab.

      If the dialog has at least two versions, in the View tab, it displays the Restore button. You can use Restore to roll back to the previous View.

      Delete an existing view

      i. Click in the Actions column, corresponding to the view you want to delete.

      ii. Click OK to accept your deletion.

      iii. Click Save to accept all changes.

Delete a template

  1. Click trash can corresponding to the template you want to remove in the Manage Templates page.

  2. Click OK in the confirmation message to accept your deletion.

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