Template panel advanced settings

Updated on 20-October-2016 at 10:16 AM

Business Catalyst End of life announcement - find out more details.

The template panel offers several customization options, detailed below, and marked in the picture above.

Template details

From the general Details section, the following actions can be performed:

  • Assign template name (#1 on image)
  • Enable or disable the template (#2 on image) - If you have another template assigned as default, disabling a template currently assigned to a specific page will cause that page to revert to using the default template. So when you're using a template only for a pre-determined period of time (holiday season), you can just disable it at the end of that period, and the associated page will revert to the default, standard season, template.
  • Mark the template as default (#3 on image) - This last one is particularly useful in situations when a template called "x" is already assigned to most of the available html pages in a website. Changing this template for all those pages to "y" does not have to force you to manually access each page and update the template assignation field. Given that those pages have been previously set to use the "default template", all you need to do is just make a different template the default one.
  • More Options

    Printer view: It's good practice to cover every aspect of user interaction with the website. This also means one angle that might not always get the best focus: the printing process. Some users will chose to "Print" the webpage they're visiting. In lack of specific instructions, the system will try and fit the entire content of the page on paper, as it's displayed on screen. This, as we all know, doesn't always paint a pretty picture. Business Catalayst makes all this easy to avoid: using the printer view you can actually design a specific template that is used only when printing. This way you can make sure that the system knows exactly how to choose, scale and position information on page when the user prints.
    After having designed your printer view template and assigning it as "Printer View", you can place the 'Printer View' module on a web page (or template) so that when a user clicks it, the current page will be displayed using this template rather than the template that may already be assigned to it (#4 on image).

    Workflow: If you choose a workflow for this item, then each time it is published it will need to be approved by those specified in the workflow (#5 on image) - This utility is great for websites that publish content in an editorial fashion. So if you have one or more writers publishing content that needs approval before going live, this is made easy by assigning a workflow to any relevant page.

    Template files: If you have created a template file using your own HTML editor, you can easily upload it here. To download an existing template select the Download link (#6 on image) This is great if you want to switch templates between several sites you're working on.

    More Actions

    There are three options available in the "More Options" menu (#7 on image):

    • Archive and Rollback: Works the same as for pages, displaying a list of recent versions, with the options of either viewing or rolling back directly, so for any change that would prove to be hard to undo, rolling back to a previous state is a stress-free, easy fix.
    • Optimize Content: This experimental utility scans your template content for list items with anchors which could be transformed into dynamic menus, and for form elements which could be renderd as webform modules
    • View Audit Log: Displys a history of actions that were carried out on the template along with related users