Templates

Templates

If you are using a CMS earlier than v3.0.0 please click here
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Templates are saved copies of designed Layouts which can then be used when creating new Layouts. Using a template can speed up the design process and is a good way to ensure that a corporate image/standard is maintained.

Creating a Template

Templates can be created two ways:

1 - Adding directly from the Templates page

2 - Saving an existing Layout as a Template

1. Add Layout from Template Page

  • Click on Templates under the Design section of the main menu
  • Select the Add Template button and complete the appropriate form fields.

  • Templates an be optionally saved to Folders for easier searches, organisation and to easily set Share options for Users/User Groups.

Templates that are saved in Folders will inherit the View, Edit, Delete Share options that have been applied to the destination Folder for that User/User Group.

If users should also have access to the content of the Template, ensure that this is also saved to the same Folder!

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  • Provide a Name for easy identification purposes within the CMS.

  • Include optional Tags to organise and make it easier to search for.

  • Select the Resolution to be used for this Template/Layout.

Templates/Layouts are designed for an intended display Resolution and will function best when shown on a Player with a matching resolution. If they are shown on a display that has a different resolution it will dynamically resize which may result in unused screen space.

Sending a Player a Layout that has been designed with a 4:3 resolution which is connected to a 16:9 TV screen would result in two empty bars either side of your content.
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  • Provide a Name for easy identification purposes within the CMS.

  • On saving the form, the Layout Designer will automatically open.

2. Saving a Layout as a Template

A Published Layout can be saved as a Template from the Layout Designer by using the status menu and selecting Save Template:

Layouts can also be saved as Templates by using the Row Menu for a Layout in the Layouts Grid and selecting Save Template!
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Complete all relevant form fields to save the selected Layout as a Template:

  • Use Select Folder to move from the shown Current Folder Location.
  • Give the Template an identifiable Name so that Users can easily select from the Template drop down when adding Layouts.
  • Assign Tags if required.
  • Provide an optional description/explanation/instructions to other users of this Template.
  • Use the tick box to include all Widgets that have been added to the Layout to be included in the Template.
  • Save

Once saved, Templates can be managed from the Templates grid.

Each Template has additional actions/shortcuts that can be accessed from the row menu.

Alter Template - Use to open the Layout Designer to make design changes to the Template.

Checkout - If the Template has been Published, Checkout to edit.

Publish - Publishing a Template will add it to the list of selections when adding a new Layout from v3.1.

Discard - Revert back to the previous Published version and discard all changes made whilst in a draft status from v3.1

Edit - Make changes to the Template record such as, Folder location, Name and Tags etc.

Select Folder - add or make edits to a selected folder path.

Copy - Create copies of Templates and choose to include all contained Media items, to use as a base for creating new Templates or to simply make modifications.

Delete - Remove a Template and all its associated media. Layout specific media such as Text/RSS will be deleted. Please note: This action is irreversible!

Share - Enable View, Edit and Delete access for selected Users/User Groups.

Export - Export the Template including all associated Widgets/Media/DataSet structures to a ZIP file, so it can be easily shared.

When exporting a Template, all assigned Layout, Playlist and Media Tags will be exported. Select the Import Tags option to add these Tags on Layout Import.
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Use the With Selected option at the bottom of the Templates Grid to Edit Tags, move Folder, Delete and Share in bulk actions!
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