Data Entry Template Editor

You can create a new data entry template or edit an existing one. When you create a data entry template, you are creating a set of properties that define the type of content your users can create. To learn more, see About Data Entry Templates. When you have finished creating or editing a data entry template, click Save, then click Close.

A data entry template cannot be modified if a content item based on that data entry template is being actively edited in the Content Item Editor. You can modify a data entry template with associated content items that are checked out, so long as these content items are not being edited.

Important: Until you attach this data entry template to a presentation template, none of the content items created from this data entry template can be published. You attach a data entry template through the Presentation Template Editor. Once a presentation template is attached to a data entry template, the presentation template's name appears in the Data Entry Template Editor.

This topic discusses:

Name and Instructions

Configure the following:

Setting

Description

Name

Type a unique name for your data entry template.

Instructions

Type your instructions for the data entry item. This text appears to users when they are filling out data entry information in Content Item Editor.

Note: You cannot configure the Presentation Template and Publishable fields in this editor. You associate a presentation template and publishable page components with a data entry template in the Presentation Template Editor.

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Document Identifier

You can change the document identifier associated with this data entry template. By default, the published name of the associated content item is used as the identifier when content items created from this data entry template are published to or crawled into the Knowledge Directory. The document identifier lists all content types defined in Other Type Map in the portal's Global Content Type Map.

To change the document type identifier associated with the data entry template, click Edit and choose an identifier from the drop-down list.

Automatic List Insertion

You can configure Publisher to automatically insert content items created with this data entry template into a List property in another content item. Suppose that you have an Index content item which has a List property called Joblist and you also have a data entry template called Job Posting that defines the properties of an individual posting. When a user creates a content item from the Job Posting data entry template, Publisher automatically inserts that content item into the Joblist property of the Index content item.

Under Insert items into this list, configure the following:

Click

To

Select Item

Configure Publisher to automatically insert content items created with this data entry template into a List property in another content item.

For example, in the News portlet, when a user creates a content item from the News Article data entry template, the content item is automatically inserted into the Item property of the Index content item.  

To set up automatic list insertion:

  1. Click Select Item.
  2. In the Select Content Item dialog box, select the content item into which Publisher should insert list entries.
  3. Click Finish.

Tip: Add a note to the corresponding List property to inform users of the source of the content items. Inform them that they do not need to add new entries manually. You could write, for example: This List property automatically includes all new content items created from the <template_name> data entry template.

Remove the selected content item.

List drop-down list

Choose the List property to which you want Publisher to add entries. The drop-down list displays all List properties contained in the selected item. If the content item has more than one List property, choose which of the selected item's lists you want items inserted into. For example, when you create new News articles, you want them to display in the Index content item.

 
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Properties

In the Properties section of the Data Entry Template Editor, you can create properties for your data entry templates. Properties categorize data into types (such as text, integer, or date) and give you the option to require that data be entered.  

 

Click

To

Add Property

Add a new property. The Configure Property dialog box appears. If the property is a required field—that is, users must enter a value into a field before they can check in or publish a content item—(required value for check-in) or (required value for publication) appears in the Required column. If a user tries to check in or publish the content item without filling in the required field, Publisher displays an error.

Delete properties from the data entry template.
Select the properties you want to delete before you click .

Change a property's position in the template.

 
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