Create a component template in a project

When you're working in a project and need to create a component as a template, you can do it right from the Projects tab. Keep in mind that Inspire provides built-in templates that you can use and edit. Identifying a component as a template adds it to the Available Templates list that users see when creating components.

You must have permission to create templates.

  • Only users with the following permissions can create templates:
    • Administrator permissions.
    • Access to the Content Browser module, and listed as a user for the can_create_template property.
    • Access to the Content Browser module, and belonging to a role that listed for the can_create_template property.
  • Even if you don't have permissions to create a template, you can still access a component's Details and add or remove the Template property.
  • If you are an administrator, to grant permissions, refer to Allow users to create a template.

To create a component template in a project:

  1. Click Projects_TopMenuOpt Projects.
  2. On the Project Management tab, select the project and double-click it.
    You can also open a project by:
    • Right-clicking the project and then selecting Open.
    • Clicking Action_Menu the Options menu and then selecting Open.
  3. In the Content pane, select the folder where you want to create a component template and do one of the following.
    • Select the Component list and click Create Component.
    • Select the Options menu and click Create Component.
  4. On the Create Component dialog, complete the following information.
    1. If you defined a System Folder for the project, it's listed in Target Folder. If you didn't choose a default folder or want to change where the component is stored, select a new folder.
    2. In Available Templates, select the type of template you want to start with.
      The following component types can't be made into a template:
      • Binary
      • Workflow
    3. In the New Component Name text box, enter a name for the component template in 100 characters or less.
    4. From the Language list, select the default language for the component

      Notes:

      • The language you select is applied to the root level element in the xml:lang attribute.
      • To ensure content that is read from Right-to-Left displays correctly in Oxygen, Inspire may set the Reading property.
        • For the language you choose, if the language Reading property is rtl (Right-to-Left) and it doesn't exist yet, Inspire sets it.
        • For example, <concept id="concept_guid" xml:lang="ar-Ar" dir="rtl">
        • Inspire makes no changes if the language Reading property is ltr (Left-to-Right)
      • If necessary, an administrator can change the language after you create the component.
    5. Select the Create as Template option.
  5. Click Create.
    • The component template appears in the selected folder of the project.
    • The component template appears in the selected target folder in the Components browser.
    • The next time a user creates a component, they can select your template in Available Templates.