Documentation

Create and modify templates

Administrators can make changes to the default templates that come with ThoughtFarmer, or create new templates for use on the intranet.

Modify a template

These instructions explain how an administrator can modify a template for use on any page of the intranet.

Templates can also be modified on individual pages by users that have permission to do so. Which users have permission to modify templates on individual pages is selected on the Admin panel: Users & security section > Content template permissions page. (For more information on individual users modifying templates, see How to modify templates.)
 
  1. Go to the Admin panel: User interface section > Content templates page.
  2. Find the template that you want to modify, and click on the template icon to open the template editor page.
  3. Changes you can make:
    1. Change the page layout: Under Page layout options, click on one of the three page layout icons. (For more information, see Page layout options.)
       
      8.0Admin12899PageLayouts.jpg
       
    2. Change the template name: Under Page layout options, click in the Layout name field, and enter a new template name. If you have multiple languages on your intranet, click on the current language to open the language menu, select another language, and enter a template name for the other languages.
    3. Add a Card: In the template diagram, click on the plus sign to add a Card in that column. Click on a Card in the menu that opens on the right to add it to the template.
    4. Remove a Card: Click on the garbage can icon on the right of a Card to remove it. (Not all Cards can be removed.)

      8.0Admin12899RemoveCard.jpg
       
    5. Change the order or column placement of Cards: Click and hold on a Card and drag it up and down to reorder the Cards in that column, or drag it and drop it in another column.
  4. Click Save.

Edit a template in use

When you change an existing template you will see a message at the top of the template editor page: "Warning! Any changes made will affect all pages using this template on the Intranet." This means that if you delete a Card from the template, that Card will no longer appear on pages that are using that template. If you move a Card to a different column in a template, that Card will switch columns on all pages using that template. (Making these changes will not affect templates that have been modified by users on an individual page. For more information, see Content type template permissions and How to modify templates.)

Create a new template

You can create new templates for the following content types:
  • Page
  • Group
  • Calendar
  • Event
  • Forum
  • News/Blog
  • Photo gallery
  • Post
  • Section
  1. Go to the Admin panel: User interface section > Content templates page.
  2. Find the page type that you want to create a new template for, and click Add new on the right of any existing templates for that page type.
Refer to the Modify a template instructions above for the changes to make when creating a new template. Make sure to click Save at the bottom when you are done.

Pages using specific templates

On the Content templates admin page, you can view which pages are using any given template, and which of those pages has a template that has been modified on the individual page.

On the Content templates page, click on In use below a template to view which pages are using that template. A search results type page will appear displaying all the titles of the pages using that template.


8.5Admin17912InUse.jpg

Tabs at the top split the list into pages that are using the Default template and pages that have Modified that template. Click on the tabs to view the corresponding list.

8.5Admin17912Tabs.jpg

You can use the search box or filters on the left to narrow down the results by search term, page editor, page owner, posted date, tag or page status. You can also sort the list of pages by Title or Date. Click on a page title to view that page.

8.5Admin17912SearchBox.jpg

Select default template for content type

For content types with more than one template, you can select the default template that will be used when a user creates that type of page.
  1. Go to the Admin Panel: User interface section > Content templates page.
  2. Find the template you want to set as the default for that content type. Hover over the template and click the checkmark that appears in the top right.
  3. The template you have chosen as the default will show on the left of the other templates, with a checkmark on it indicating that it is the default template.

Delete a content type template

You can delete content templates that are not in use. If a content template is being used, the garbage can icon will not appear when you hover over the template icon. Before you can delete a content template, any pages using those templates will have to be switched to other templates.
  1. Go to the Admin Panel: User interface section > Content templates page.
  2. Find the template you want to delete. Hover over the template and click the garbage can that appears in the bottom right.
  3. Click Delete in the pop-up window that appears to confirm the deletion.