BASICS

ADMINISTRATION

DEVELOPMENT

SUPER ADMIN

  LAST UPDATED
5/3/2013

Setting Up Templates

The Templates manager screen, which is found in Setup > Templates, is a means by which new page templates are made available to only certain user groups. This helps an administrator manage the creation of new pages and sections based on users. When used in conjunction with Template Groups, it allows different groups of users to see different templates that are assigned to the directories. This provides a very granular control over new page and section creation.

Templates can be used without using Template Groups as well. For instance, if the desire is to allow only administrators to create new sections, but all other templates should be readily available to all users in all directories, simply assigning a admin group to the new section templates within Templates can be sufficient. However, remember that using Template Groups is the only way to prevent the basic built-in “New Folder” tool from being made available, and it can also be used to create empty groups if new pages and sections should not be available for creation in a particular directory.

For more information about creating new templates and how templates are displayed by default in Setup > Templates, see the Templates Overview page:

Templates Overview

From Setup > Templates user groups can be assigned to templates.

 

Setup Templates

When Templates is selected, all available templates, including those being inherited from the hidden OMNI-INF folders, will appear. Each available template can be assigned a user group that will have access to it. Simply select the appropriate Group from the drop-down, and click the Save button.

 

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Setup > Templates Reference

Three settings for individual templates can be configured here:

  • Group: Allows assignment of a user group for using the template
  • Alt Text: Defines the text that is shown when hovering over the template thumbnail in the New Page Wizard
  • Image URL: Determines the thumbnail image that a user sees for the template. Determined automatically when left blank and an image file with the corresponding prefix is located in the same directory as the TCF

Templates Window

Templates Preview

 

 

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Assigning User Groups to Templates

Prior to assigning a user group to a template, the group itself should be created in Groups and members assigned to it.

  1. Navigate to Setup > Templates.Selecting a Template Group
  2. From each Group drop-down, select the group for a template.
  • Selecting Everyone makes the template available to all users who can create new pages. This is the default setting.
  • Selecting None will restricts the template to Level 9 and Level 10 administrators only.
  • Selecting a specific group will make the template available only to members of that group.

Click Save. The screen appears the same whether or not Save has been clicked, but if Save is not clicked, all changes are lost when navigating away from the page.

 

 

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Configuring Alt Text for a Template

Adding Alt Text

  1. Navigate to Setup > Templates.
  2. In the Alt Text field, provide a description of the template. When a user hovers over the image the alt text is displayed. This is also used for screen readers. This is provided for Section 508 compliance requirements. The default Alt Text is the TCF name.
  3. Click Save. The screen appears the same whether or not Save has been clicked, but if Save is not clicked, all changes are lost when navigating away from the page.

 

 

 

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Defining a Thumbnail Image for a Template

  1. Navigate to Setup > Templates.

    Specifying the Image URL

  2. When leaving the Image URL field blank, the system expects an image of the same name of the template and a .gif extension to be in the templates folder. It’s the prefix of the file name that needs to match that of the TCF. For example, if the template name is article.tcf, then the image should be article.gif. A standard size for the thumbnail is 150px by 150px.
  1. Click Save. The screen appears the same whether or not Save has been clicked, but if Save is not clicked, all changes are lost when navigating away from the page.

Note: Optionally enter a fully qualified URL to an image for the page template. Providing the fully qualified image URL in the field can help load the images faster when the user clicks on New to create a new page, regardless of the image’s location and name. Image files can be .png, .jpg, .jpeg, or .gif file types and are used in the order listed with .png files having the highest priority.

Remember to click Save when all changes have been made. The screen appears the same whether or not Save has been clicked, but if Save is not clicked, all changes will be lost when navigating away from the page.

 

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