Templating pages

Use page templates to quickly set up new pages that duplicate the structure and content of an existing page. 

Sections in this article:

Considerations

  • Editing templates: Changing a template does not affect existing pages that use that template.
  • What's included in a page template:
    • These page properties are part of a template:
      • The layout of widgets
      • Widget settings 
      • Styles on page rows
      • Page-specific JavaScript (located on the Advanced page). 
      • Authors access rule
    • These page properties are not part of a template:
      • Access rules on the page
      • Search Engine Optimizations
      • Channels, dashboards, pages, and spaces nested under a page
      • Page-specific and anonymous users access rules

Set up a page as a template

Enterprise, workplace, and space administrators and members with Edit or above access to the page may set it as a template. 

  1. Go to the page that you want to template.
  2. Select  Actions and then Edit.
  3. Select Set as template.
  4. Enter the following information:
    • Template Title: A title used to identify the template in the digital workplace. 
    • Template Description: A short description that indicates the template's ideal use case. 
  5. Select Publish Page.

Remove a page template

Enterprise, workplace, and space administrators and members with Edit or above access to the page may remove a page template. 

  1. Go to the page that you want to template.
  2. Select  Actions and then Edit.
  3. Deselect Set as template.
  4. Select Publish Page.

Apply a page template

Enterprise, workplace, and space administrators can apply templates when creating a page, and can only select templates of pages to which they have at least Read access. 

  1. On the Userbar, select Add Content and then Page.
  2. In the Add Page window, configure the following fields:
    • Template: Select your desired template or enter search terms to locate it. 
    • Page Title: Enter a name for the page.
    • Location: Select where to place the page. You can only place pages under other pages or spaces. Only pages and spaces to which you have at least Read access are visible.
      1. Select the Location dropdown.
      2. Search for a page or space by its name. This search will return up to 100 results that match your search query. These results also display the locations above matching pages and spaces. 
      3. Select a page or space from the list of search results.
    • URL Identifier: Enter a URL pathname for the page. 
    • (Optional) Hide from navigation: Select to prevent the page from appearing in your digital workplace's navigation elements.
  3. Select Add.