Once a Template has been selected from the Templates page, the user is brought to the Templates Details page. On this page, users have the option to select one of the following tab options: Edit, Preview, or Records. These tabs serve as integral tools in the process of refining and reviewing the Template.
Edit Tab
In this tab, users build and design the actual Template. Creating a strong Template enables users to expend less time and energy on maintenance when managing the Dynamic Records associated with the Template. Strengthening the Template involves adding the desired modules in the preferred order, filling out as many fields as possible, linking attributes to fields where appropriate, and selecting images for each module. Setting this up now aids in efficient product maintenance and record-keeping.
Within the Edit tab, there are two sections to complete for crafting the desired layout: Basic Information and Content Editor.
Basic Information
Follow the steps described below to name the Template and associate it with the desired products:
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Enter the name for the Template in the Name field.
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Click on the pencil icon to display the Products association dialog.
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Choose between Product category or Manual selection to add products, and click Next.
Note: By default, the Manual selection option is selected.
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If a user chooses to add a Product Category, they can choose from previously used categories, or search for a category using the search bar.
Important: If a Template already has generated Dynamic Records, and more products are added to the category connected to the Template, Dynamic Records for the newly added products will automatically be createdy. Inversely, if products are removed from a category, the created Dynamic Record are removed from the template and display the Unlinked badge next to it. The Dynamic record will no longer receive updates from the Template that created it and needs to be manually maintained.
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When a user adds products manually, they select the category of products that they want to search in, and then manually click the products from the list to add to the Template, or filter further to narrow down the list before selecting products to add. Refer to the Filtering topic in this documentation for more information on filtering.
Note: Each applied filter must have a minimum of three characters.
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If a category is selected, the name of the category will display. If individual products are selected, a number displays in the Products field, informing the user how many products are associated with the Template, and thus, how many Dynamic Records will be created. Below is an example of individual products selected.
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The remaining fields are information fields that are pre-populated and read-only. They reflect the Channel, Language, Status, Created date, Last updated date, and the date the template was last Approved. and history of the Template.
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Channel: The channel the Template is associated with
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Language: The language the Template is created in
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Status: The phase the Template is currently in and any badges associated with the state
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Created: The date and time when the Template was first created
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Last updated: The date and time when the Template was last revised and Saved or Approved
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Approved: The date and time when the Template was last fully accepted and Dynamic Records were created or updated
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Once the Template has a name and products are associated to it, continue with the Content Editor, which is where modules are arranged and populated.
Content Editor
The Content Editor section is where users can add modules to a Template and enrich them with content. The instructions below describe how users can add and enrich modules.
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To build the layout for the record, click and drag the desired modules from the Available Modules right-side column into the Content Editor space.
As many as five modules can be added. To change the positions of a module relative to other modules, click the up and down arrows located in the upper left-hand corner of the module, or drag the module via the drag handle located to the left of the arrow buttons.
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Depending on the module selected, complete the layout design, such as adding: header, images, and text. Any stipulations, such as maximum image size or maximum text, are called out to the user if they are not in compliance.
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If the module has an option for an image, it is possible to upload an image that will display for all associated Dynamic Records, or to link an image to the filed. For more information on linking images, refer to the Linking Images and Applying Rules topic in this documentation.
Preview Tab
The Preview tab allows a user to have an approximate view of how the general Template looks. This can help users make layout decisions and catch errors. It can be previewed as a desktop view or as a mobile view.
If adjustments need to be made to individual product records, that can be done on the Records tab.
Records Tab
When this tab is selected, the user is brought to the Template Details page. This shows only the Dynamic Records created and associated with the Template being worked on. Users can also use the filter to drill down and only display the desired records. For more on filtering, refer to the Filtering topic in this documentation.
After clicking on a particular Dynamic Record associated to the template, the user is brought to the Dynamic Records interface, while still staying on the original Template. On the Dynamic Records interface, users are able to click on the Edit, Preview, or History tabs and make edits to the individual Dynamic Record.
For more information on the Dynamic Records' tabs, refer to the Dynamic Record Tab Offerings topic in this documentation.
Template Available Actions
On any tab, regardless of the tab a user is on for Templates, they can choose one of the following actions:
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Cancel: Select this if the template was selected by mistake, or any changes that were made should not be kept. This will bring the user back to the main Templates page where all created Templates are listed.
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Revert Changes: If a user is in the middle of making changes to a Template that has already been materialized, but they decide that the original Template is better, they can select Revert Changes. Selecting this synchronizes the current version of the Template to the one that was already approved and materialized, and eliminates any changes that were made since the last approval.
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Save: Allows users to create a new Template or make changes to an existing Template without updating any preexisting Dynamic Records. When a Template has been previously Approved, but changes have been made and only saved, the Updated Template badge, a clock with an arrow around it,
, displays in the Status parameter, which can also be filtered upon. -
Approve: Clicking this initiates the materialization process. If the Template was previously Approved, then any changes made to the Template are materialized, the Updated Template badge disappears from the Status field, and the existing Dynamic Records are updated.
Note: If there are missing fields and the user tries to Approve, an error message will display and the fields that are not filled out or are out of compliance will be highlighted in red.
