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Step-by-step guide - custom templates for articles


1.

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Check Articles Settings 


  1. In the CMS, navigate to SettingsFeature ManagementContentArticles.

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  1. Toggle on Articles.

  2. Click Configure.

  3. In Article Feature Settings, ensure 'Use Zoned Article Template'

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  1. and 'Enable Article Template Override' are toggled on

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  1. .
    Article Template Settings in the CMSImage Modified

  2. To save these settings, click Save & Exit.

2.

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Create and assign a template to an article

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  1. Navigate to ContentArticles.

  2. Choose the article with the template you want to change and click Edit

  3. In

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  1. the top right, hover on Options and select either Design Template (to edit the template being used by this article), or Manage Template (to assign or create a new template). 

    Info
    titleDesign Template

    The Design Template option appears only if a template exists for this article. If selected, you will be taken to the Edit page for the template. See step 3 below.

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  1. Fort his example we'll choose Manage Template
    Article Options Manage TemplateImage Modified

  2. In

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  1. the Select Article Template popup, select an existing template for use, copy to create a new template, or remove a template. Because we want to create a new template, we'll click 'Copy'.  

  2. From the Select Template dropdown list, select the article template you want to make a copy of.

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  1. If you want to be able to use this template for other articles, toggle on Create Master Template
    Create New Template Name and MasterImage Modified

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  1. In Template Name, give your new template a name. 

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  1. To save the new template, click the Copy button. You'll be returned to your article, and newly created and assigned template is displayed on the top left corner of the screen.  You can make changes to the template by clicking on the template name.
    Click Template Name to edit TemplateImage Modified

3. Change the layout of the article template (optional) 

Before you add, edit or remove widgets in your article template, you can select another article template or even design a new layout, for instance, if you want to add or remove zones. 

  1. To change the layout, under Options, select Design Template.

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  1. In the 'Article Page Zoned Layout' section, click Change
    Change Layout of PageImage Modified

  2. In

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  1. the Change Layout page, you can select an alternate layout or create a new custom one via Options → Add Custom Layout

  2. Select an

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  1. existing option that fits your needs, or 'Add Custom Layout' to create a new one from scratch.

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  1. (TIP - If you need some guidance in creating a new layout, see

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  1. our Layout Creator

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  1. help page.)
    LayoutCreatorLandingPageImage Modified

  2. When

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  1. you have finished changing the template, click Save

4. Add, Edit and Remove Widgets to Individual Zones in an Article

Once your article's template layout is ready, you can add, edit and remove widgets to suit. Any default or pre-existing widgets will be in the template. For instance, if your template is based on a pre-existing article template, the Article Title, Article Image, and Article Date widgets might be present.  

  1. If If  you are not in the 'Edit Article' page for the article's template, navigate into to the article, click Edit, then in the top left corner, click the template name. 

  2. In the 'Edit Template' page', drag and drop widgets to re-order them or move into different page zones, or add and delete widgets as needed. (TIP - If you need guidance, see the Article Page - Zoned Layout (step 2) help page.)

  3. To see how the page looks like before saving it, click Preview and go to the article page in Draft mode.

  4. If you do not like your changes, you can always click Revert to return the template to the last published version.

  5. To save your article template changes, click Publish

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Multiexcerpt
MultiExcerptNameAdditional Info
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Minimum Version Requirements


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MultiExcerptNameMinimum Version Requirements

n/a


Prerequisites


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MultiExcerptNamePre reqs

n/a


Self Configurable


Multiexcerpt
MultiExcerptNameSelf Configurable

Yes


Business Function


Multiexcerpt
MultiExcerptNameBusiness Function

Marketing


BPD Only?


Multiexcerpt
MultiExcerptNameBPD Only

Yes


B2B/B2C/Both


Multiexcerpt
MultiExcerptNameB2B/B2C/Both

Both


Ballpark Hours From CV (if opting for CV to complete self config component)


Multiexcerpt
MultiExcerptNameBallpark Hours From CV (if opting for CV to complete self config component)

n/a


Ballpark Hours From CV (in addition to any self config required)


Multiexcerpt
MultiExcerptNameBallpark Hours From CV (in addition to any self config required)

n/a


Third Party Costs


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MultiExcerptNameThird Party Costs

n/a


CMS Category


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MultiExcerptNameCMS Category

Content


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